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iShares US Regional Banks ETF
IAT

165 hedge funds and large institutions have $273M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.92M

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1% less funds holding

Funds holding: 166 → 165 (-1)

9.31% less ownership

Funds ownership: 48.67% → 39.36% (-9.3%)

12% less capital invested

Capital invested by funds: $310M → $273M (-$36.9M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
48
Reduced
48
Closed
19
Calls
$2.24M
Puts
$1.92M
Net Calls
+$320K
Net Calls Change
+$781K

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
+$9.96M
2
Two Sigma Investments
Two Sigma Investments
New York
+$6.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.12M
4
JG
Jain Global
New York
+$3.52M
5
LPL Financial
LPL Financial
California
+$1.72M

Top Sellers

1
EPFB
Employees Provident Fund Board
Malaysia
-$49.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.18M
3
Truist Financial
Truist Financial
North Carolina
-$4.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.79M
5
US Bancorp
US Bancorp
Minnesota
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$337K +$5.73K +110 +2%
IRP
77
Investment Research Partners
Pennsylvania
$336K +$357K +6,846 New
PAG
78
Private Advisor Group
New Jersey
$316K +$834 +16 +0.3%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$315K +$313K +6,000 New
NA
80
NewEdge Advisors
Louisiana
$314K -$17.5K -335 -5%
OCM
81
One Capital Management
California
$302K -$2.5K -48 -0.8%
William Blair & Company
82
William Blair & Company
Illinois
$300K +$216K +4,135 +264%
QFW
83
QTR Family Wealth
Florida
$292K -$55.1K -1,057 -16%
BA
84
Ballew Advisors
Mississippi
$292K -$241K -4,620 -45%
BCG
85
Breakwater Capital Group
New Jersey
$291K -$261 -5 -0.1%
CI
86
CX Institutional
Indiana
$282K -$39.3K -754 -12%
FHC
87
First Horizon Corporation
Tennessee
$282K +$280K +5,367 New
CIBC World Market
88
CIBC World Market
Ontario, Canada
$269K +$20.9K +400 +8%
PA
89
PFG Advisors
Arizona
$266K +$264K +5,072 New
GPFA
90
Game Plan Financial Advisors
Ohio
$266K – – –
SCM
91
SOL Capital Management
Maryland
$263K – – –
CPIG
92
Chicago Partners Investment Group
Illinois
$261K +$2.03K +39 +0.7%
TSS
93
Two Sigma Securities
New York
$250K +$248K +4,754 New
JIC
94
Joel Isaacson & Co
New York
$246K – – –
LI
95
LRI Investments
Florida
$234K – – –
PWW
96
Pettyjohn Wood & White
Virginia
$225K – – –
SHGA
97
Sand Hill Global Advisors
California
$215K – – –
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$212K – – –
SA
99
Sanctuary Advisors
Indiana
$209K +$207K +3,980 New
FCA
100
FLC Capital Advisors
California
$204K +$202K +3,876 New
2 3
4
5 6

IAT Hedge Fund Activity: Q3 2025 in Review

165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2025, worth a combined $273M — down 12% from $310M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAT positions and 19 closed out — a net gain of 3 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $9.96M. The largest seller was Employees Provident Fund Board, exiting entirely with an estimated $49.5M sold.

  • 165 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2025, down from 166 in Q2 2025.
  • Funds reported $273M of iShares US Regional Banks ETF stock for Q3 2025, down 12% quarter-over-quarter.
  • 22 funds opened new iShares US Regional Banks ETF positions in Q3 2025 and 19 closed out, a net change of +3 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2025 was GW Henssler & Associates, an estimated $9.96M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2025 was Employees Provident Fund Board, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2025.