We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF
IAT

173 hedge funds and large institutions have $314M invested in iShares US Regional Banks ETF in 2026 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $261M → $314M (+$52.4M)

4% more funds holding

Funds holding: 166 → 173 (+7)

1.88% more ownership

Funds ownership: 45.88% → 47.77% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

31% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.76M

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
50
Reduced
48
Closed
16
Calls
$1.91M
Puts
$2.76M
Net Calls
-$852K
Net Calls Change
-$599K

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.77M
2
MCM
Monument Capital Management
Virginia
+$5.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.4M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.65M
5
Bank of America
Bank of America
North Carolina
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$3.11M
2
TRCT
Tower Research Capital (TRC)
New York
-$2.32M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.29M
5
CAM
Carret Asset Management
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$204K +$190K +3,276 New
ASN
102
Advisory Services Network
Georgia
$202K -$29.9K -515 -14%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$201K +$188K +3,232 New
FF
104
Finley Financial
Nevada
$187K – – –
AAP
105
Arax Advisory Partners
Colorado
$185K +$159K +2,730 +1,092%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$160K +$4.53K +78 +3%
CPA
107
Cardiff Park Advisors
California
$154K +$930 +16 +0.7%
NA
108
NewEdge Advisors
Louisiana
$140K +$18K +310 +16%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$134K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$131K +$14K +241 +13%
IWC
111
Integrated Wealth Concepts
Massachusetts
$128K +$119K +2,050 New
FFA
112
Farther Finance Advisors
California
$121K +$232 +4 +0.2%
MWA
113
Medallion Wealth Advisors
Connecticut
$121K -$60.6K -1,043 -35%
IAIM
114
International Assets Investment Management
Florida
$110K -$2.96K -51 -3%
LIA
115
Luken Investment Analytics
Tennessee
$109K – – –
AC
116
AlphaCore Capital
California
$108K – – –
CA
117
CoreCap Advisors
Michigan
$106K +$349 +6 +0.4%
William Blair & Company
118
William Blair & Company
Illinois
$97.5K – – –
TCM
119
Triumph Capital Management
Colorado
$94K +$2.5K +43 +3%
BFS
120
Bare Financial Services
Pennsylvania
$85.6K – – –
AF
121
Advisornet Financial
Minnesota
$81.9K +$465 +8 +0.6%
NS
122
NBC Securities
Alabama
$80.3K -$11.7K -202 -14%
TFA
123
Toth Financial Advisory
Virginia
$79.6K – – –
BlackRock
124
BlackRock
New York
$70.4K – – –
BC
125
Barrett & Company
Rhode Island
$69.1K – – –
3 4
5
6 7

IAT Hedge Fund Activity: Q2 2026 in Review

173 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2026, worth a combined $314M — up 20% from $261M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAT positions and 16 closed out — a net gain of 9 holders — while 50 added to existing stakes and 48 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.77M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $3.11M sold.

  • 173 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2026, up from 166 in Q1 2026.
  • Funds reported $314M of iShares US Regional Banks ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 25 funds opened new iShares US Regional Banks ETF positions in Q2 2026 and 16 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2026 was BNP Paribas Financial Markets, an estimated $8.77M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $3.11M sold.

Based on aggregated 13F filings for Q2 2026.