IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

179 hedge funds and large institutions have $308M invested in iShares US Regional Banks ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
58
Reduced
51
Closed
22
Calls
$1.77M
Puts
$2.48M
Net Calls
-$704K
Net Calls Change
+$5.69M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.86M
3
QC
3
Quadrature Capital
United Kingdom
$3.28M
4
SCM
4
SCS Capital Management
Massachusetts
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$28.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$962K
2
CI
2
CacheTech Inc
Utah
$0
3
AWM
3
Adams Wealth Management
Utah
$0
4
GF
4
Gimbal Financial
Indiana
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$400K -$29K -622 -7%
DC
77
Davenport & Co
Virginia
$395K -$152K -3,255 -28%
BFS
78
Bare Financial Services
Pennsylvania
$393K -$9.79K -210 -2%
AWS
79
Atria Wealth Solutions
New York
$389K -$1.2M -25,669 -75%
NA
80
NewEdge Advisors
Louisiana
$386K +$22.1K +475 +6%
VCM
81
Viewpoint Capital Management
Washington
$373K – – –
SC
82
Scotia Capital
Ontario, Canada
$370K -$1.63M -35,050 -82%
KPWS
83
Kestra Private Wealth Services
Texas
$347K +$347K +7,433 New
TRCT
84
Tower Research Capital (TRC)
New York
$346K +$346K +7,425 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$346K +$7.66K +193 +2%
MWA
86
Muirfield Wealth Advisors
North Carolina
$338K -$1.03K -22 -0.3%
HNWAG
87
High Net Worth Advisory Group
Florida
$333K – – –
AFWM
88
AMJ Financial Wealth Management
Virginia
$325K -$412K -8,841 -56%
RAM
89
Riggs Asset Management
Pennsylvania
$323K +$5.41K +116 +2%
NRS
90
Neville Rodie & Shaw
New York
$321K -$4.67K -100 -1%
QFW
91
QTR Family Wealth
Florida
$308K +$308K +6,610 New
SF
92
Synovus Financial
Georgia
$297K +$5.08K +109 +2%
LFG
93
Larson Financial Group
Missouri
$274K +$10.5K +225 +4%
FTUS
94
Flow Traders U.S.
New York
$265K +$265K +5,692 New
EIP
95
Ellis Investment Partners
Pennsylvania
$264K -$3.68K -79 -1%
BCG
96
Breakwater Capital Group
New Jersey
$261K – – –
KF
97
KKM Financial
Illinois
$253K +$30.1K +645 +13%
Citigroup
98
Citigroup
New York
$252K +$197K +4,223 +355%
FHA
99
First Horizon Advisors
Tennessee
$250K – – –
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$244K – – –
2 3
4
5 6