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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 %
SCM
101
SOL Capital Management
Maryland
$233K – – –
OCM
102
One Capital Management
California
$232K – – –
CPIG
103
Chicago Partners Investment Group
Illinois
$232K +$1.3K +29 +0.6%
GPFA
104
Game Plan Financial Advisors
Ohio
$223K -$19.8K -425 -8%
JIC
105
Joel Isaacson & Co
New York
$219K -$19.4K -416 -8%
OC
106
Oppenheimer & Co
New York
$212K -$51.2K -1,099 -19%
Comerica Bank
107
Comerica Bank
Texas
$210K -$18.7K -400 -8%
WWM
108
Western Wealth Management
Colorado
$208K -$16.3K -350 -7%
LI
109
LRI Investments
Florida
$208K – – –
TI
110
Trexquant Investment
Connecticut
$203K -$24.6K -527 -11%
CCFCSB
111
Cape Cod Five Cents Savings Bank
Massachusetts
$202K – – –
CIBC World Market
112
CIBC World Market
Ontario, Canada
$201K -$10.3K -220 -5%
CFD
113
Creative Financial Designs
Indiana
$166K -$15.5K -332 -9%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$159K +$140 +3 +0.1%
PFP
115
Pinnacle Financial Partners
Tennessee
$158K – – –
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$158K – – –
CA
117
CoreCap Advisors
Michigan
$152K -$29.1K -625 -16%
SHF
118
Safe Harbor Fiduciary
Florida
$143K – – –
SS
119
Sunbelt Securities
Texas
$141K -$239K -5,124 -63%
FFL
120
Financial Freedom LLC
Ohio
$139K +$746 +16 +0.5%
FF
121
Finley Financial
Nevada
$133K – – –
SWA
122
SOA Wealth Advisors
New York
$119K – – –
CPA
123
Cardiff Park Advisors
California
$111K +$606 +13 +0.5%
CF
124
Centaurus Financial
California
$102K -$747K -15,967 -88%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$88.9K +$8.16K +175 +10%
3 4
5
6 7