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iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $255M 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, 53 reducing their positions, and 30 closing their positions.

Holders
157
Holders Change
-22
Holders Change %
-12.29%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
53
Closed
30
Calls
$1.4M
Puts
$1.8M
Net Calls
-$397K
Net Calls Change
+$307K

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
CoreCap Advisors
Michigan
$122K 2,466 -794 -24%
CPA
102
Cardiff Park Advisors
California
$119K 2,402 +20 +0.8%
SWA
103
SOA Wealth Advisors
New York
$114K 2,311 -236 -9%
Citigroup
104
Citigroup
New York
$96.1K 1,940 -3,473 -64%
GRP
105
Global Retirement Partners
California
$95.3K 1,922 +1,922 New
LIA
106
Luken Investment Analytics
Tennessee
$86.7K 1,750 – –
William Blair & Company
107
William Blair & Company
Illinois
$77.6K 1,567 +290 +23%
FFA
108
Farther Finance Advisors
California
$75.8K 1,530 +660 +76%
AF
109
Advisornet Financial
Minnesota
$73.3K 1,480 +10 +0.7%
NS
110
NBC Securities
Alabama
$73K 1,488 -262 -15%
GC
111
Garde Capital
Washington
$70.4K 1,420 – –
MWM
112
MGB Wealth Management
Texas
$66.9K 1,350 – –
AAS
113
Ameritas Advisory Services
Nebraska
$66K 1,332 +1,332 New
PS
114
Principal Securities
Iowa
$64.1K 1,294 +74 +6%
TFA
115
Toth Financial Advisory
Virginia
$63.4K 1,280 – –
CSB
116
City State Bank
Iowa
$54.5K 1,100 – –
AF
117
Allworth Financial
California
$54.3K 1,095 +929 +560%
BC
118
Barrett & Company
Rhode Island
$53.8K 1,086 +9 +0.8%
MCM
119
MAI Capital Management
Ohio
$49.6K 1,000 -216 -18%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$48.7K 982 -926 -49%
KG
121
Kilter Group
New York
$41.4K 836 +836 New
TWC
122
TD Waterhouse Canada
Ontario, Canada
$40.8K 800 – –
RAM
123
Riggs Asset Management
Pennsylvania
$37.4K 755 -6,179 -89%
SWM
124
Spire Wealth Management
Virginia
$35.9K 725 -384 -35%
PTC
125
Private Trust Company
Ohio
$34.7K 700 -73 -9%
3 4
5
6 7