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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 %
NA
76
NewEdge Advisors
Louisiana
$313K -$97.8K -1,974 -24%
KPWS
77
Kestra Private Wealth Services
Texas
$312K -$56.1K -1,132 -15%
EIP
78
Ellis Investment Partners
Pennsylvania
$310K +$29.4K +593 +10%
CI
79
CX Institutional
Indiana
$304K -$1.51M -30,401 -83%
PAG
80
Private Advisor Group
New Jersey
$298K +$298K +6,007 New
OCM
81
One Capital Management
California
$288K +$41K +828 +17%
OFS
82
Orrstown Financial Services
Pennsylvania
$277K +$277K +5,595 New
BCG
83
Breakwater Capital Group
New Jersey
$275K -$2.43K -49 -0.9%
CPIG
84
Chicago Partners Investment Group
Illinois
$273K +$2.2K +42 +0.8%
FHA
85
First Horizon Advisors
Tennessee
$266K – – –
GPFA
86
Game Plan Financial Advisors
Ohio
$251K +$14.5K +293 +6%
SCM
87
SOL Capital Management
Maryland
$248K – – –
CIBC World Market
88
CIBC World Market
Ontario, Canada
$234K +$21.2K +428 +10%
JIC
89
Joel Isaacson & Co
New York
$232K – – –
LI
90
LRI Investments
Florida
$220K – – –
Cerity Partners
91
Cerity Partners
New York
$217K +$217K +4,373 New
PWW
92
Pettyjohn Wood & White
Virginia
$212K +$212K +4,275 New
SHGA
93
Sand Hill Global Advisors
California
$203K +$203K +4,090 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$200K -$59.7K -1,205 -23%
Comerica Bank
95
Comerica Bank
Texas
$199K -$24.8K -500 -11%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$179K +$10.3K +208 +6%
CFD
97
Creative Financial Designs
Indiana
$178K +$1.19K +24 +0.7%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$168K – – –
SHF
99
Safe Harbor Fiduciary
Florida
$151K – – –
FFL
100
Financial Freedom LLC
Ohio
$149K +$1.24K +25 +0.8%
2 3
4
5 6