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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 %
FF
101
Finley Financial
Nevada
$149K – – –
CA
102
CoreCap Advisors
Michigan
$122K -$39.3K -794 -24%
CPA
103
Cardiff Park Advisors
California
$119K +$991 +20 +0.8%
SWA
104
SOA Wealth Advisors
New York
$114K -$11.7K -236 -9%
Citigroup
105
Citigroup
New York
$96.1K -$172K -3,473 -64%
GRP
106
Global Retirement Partners
California
$95.3K +$95.3K +1,922 New
LIA
107
Luken Investment Analytics
Tennessee
$86.7K – – –
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$86.6K -$345K -6,954 -80%
William Blair & Company
109
William Blair & Company
Illinois
$77.6K +$14.4K +290 +23%
FFA
110
Farther Finance Advisors
California
$75.8K +$32.7K +660 +76%
AF
111
Advisornet Financial
Minnesota
$73.3K +$495 +10 +0.7%
NS
112
NBC Securities
Alabama
$73K -$12.9K -262 -15%
GC
113
Garde Capital
Washington
$70.4K – – –
MWM
114
MGB Wealth Management
Texas
$66.9K – – –
AAS
115
Ameritas Advisory Services
Nebraska
$66K +$66K +1,332 New
PS
116
Principal Securities
Iowa
$64.1K +$3.67K +74 +6%
TFA
117
Toth Financial Advisory
Virginia
$63.4K – – –
CSB
118
City State Bank
Iowa
$54.5K – – –
AF
119
Allworth Financial
California
$54.3K +$46K +929 +560%
BC
120
Barrett & Company
Rhode Island
$53.8K +$446 +9 +0.8%
MCM
121
MAI Capital Management
Ohio
$49.6K -$10.7K -216 -18%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$48.7K -$45.9K -926 -49%
KG
123
Kilter Group
New York
$41.4K +$41.4K +836 New
TWC
124
TD Waterhouse Canada
Ontario, Canada
$40.8K – – –
RAM
125
Riggs Asset Management
Pennsylvania
$37.4K -$306K -6,179 -89%
3 4
5
6 7