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iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-20
Holders Change %
-11.17%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
55
Closed
30
Calls
$2.28M
Puts
$2.75M
Net Calls
-$461K
Net Calls Change
+$243K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$23.3M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.64M
5
ASN
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23.3M
2
Bank of America
Bank of America
North Carolina
$19.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$0
4
PFS
Prospera Financial Services
Texas
$0
5
MWM
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D
51
Dentgroup
Louisiana
$674K -$108K -2,181 -14%
FA
52
Fiduciary Alliance
South Carolina
$590K +$590K +11,915 New
FTUS
53
Flow Traders U.S.
New York
$576K +$294K +5,927 +104%
MGIA
54
Moneta Group Investment Advisors
Missouri
$558K +$5.6K +113 +1%
Jane Street
55
Jane Street
New York
$557K +$47.8K +964 +9%
LIP
56
Lighthouse Investment Partners
Florida
$555K +$555K +11,210 New
PAS
57
Park Avenue Securities
New York
$555K +$20.2K +408 +4%
SI
58
Stephens Inc
Arkansas
$549K -$153K -3,093 -22%
BA
59
Ballew Advisors
Mississippi
$541K +$1.89K +36 +0.4%
SCA
60
Snowden Capital Advisors
New York
$537K +$2.03K +41 +0.4%
Creative Planning
61
Creative Planning
Kansas
$511K +$2.23K +45 +0.4%
SFG
62
Sage Financial Group
Pennsylvania
$498K +$3.52K +71 +0.7%
NSIM
63
North Star Investment Management
Illinois
$453K -$126K -2,535 -22%
BPCE
64
Bank Pictet & Cie (Europe)
Germany
$446K – – –
PP
65
Patten & Patten
Tennessee
$444K +$1.73K +35 +0.4%
BFS
66
Bare Financial Services
Pennsylvania
$434K +$16.8K +340 +4%
AWS
67
Atria Wealth Solutions
New York
$412K -$6.57K -131 -2%
SS
68
Sunbelt Securities
Texas
$410K +$258K +5,124 +170%
VCM
69
Viewpoint Capital Management
Washington
$396K – – –
HNWAG
70
High Net Worth Advisory Group
Florida
$354K – – –
HighTower Advisors
71
HighTower Advisors
Illinois
$345K -$79.2K -1,599 -19%
QFW
72
QTR Family Wealth
Florida
$328K +$694 +14 +0.2%
NRS
73
Neville Rodie & Shaw
New York
$322K -$19.1K -385 -6%
SF
74
Synovus Financial
Georgia
$317K +$595 +12 +0.2%
LFG
75
Larson Financial Group
Missouri
$316K +$24.8K +500 +9%
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