IAT icon

iShares US Regional Banks ETF

165 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.33M
Puts
$3.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
126
Bartlett & Co Wealth Management
Ohio
$38.1K
RFA
127
Register Financial Advisors
Georgia
$37.7K
PTC
128
Private Trust Company
Ohio
$37.7K
CFP
129
Comprehensive Financial Planning
Pennsylvania
$35.6K
ATPW
130
Ashton Thomas Private Wealth
Arizona
$30K
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$28.6K
Group One Trading
132
Group One Trading
Illinois
$24.6K
FFA
133
Founders Financial Alliance
North Carolina
$24.2K
QC
134
Quent Capital
New York
$24K
CIAS
135
Capital Investment Advisory Services
North Carolina
$21.2K
DWM
136
Darwin Wealth Management
Florida
$21K
OC
137
Oakworth Capital
Alabama
$19.4K
BWL
138
Bogart Wealth LLC
Virginia
$18.9K
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$18.3K
GWM
140
Geneos Wealth Management
Colorado
$16.9K
CT
141
Caldwell Trust
Florida
$16.4K
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K
SIS
143
Sound Income Strategies
Florida
$15.8K
GSWM
144
Golden State Wealth Management
California
$15.7K
CA
145
Clearstead Advisors
Ohio
$14.8K
Citigroup
146
Citigroup
New York
$13.5K
AAP
147
Arax Advisory Partners
Colorado
$13.5K
HWM
148
HighMark Wealth Management
Minnesota
$10.8K
AWM
149
AE Wealth Management
Kansas
$10.5K
TWC
150
TD Waterhouse Canada
Ontario, Canada
$9.48K