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iShares US Regional Banks ETF

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: 166173 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
126
City State Bank
Iowa
$65.3K
KFP
127
Kerr Financial Planning
California
$62.2K
AG
128
AmeriFlex Group
Nevada
$58.2K +$349 +6 +0.6%
AF
129
Allworth Financial
California
$51.8K -$12.4K -213 -20%
SWM
130
SHP Wealth Management
Massachusetts
$48.3K
SWM
131
Spire Wealth Management
Virginia
$45.1K
GRP
132
Global Retirement Partners
California
$44.8K +$41.8K +720 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$41.2K
ATPW
134
Ashton Thomas Private Wealth
Arizona
$34.7K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$33.1K
BWM
136
Bullock Wealth Management
Indiana
$32.5K +$29.8K +513 New
QC
137
Quent Capital
New York
$27.7K
FFA
138
Founders Financial Alliance
North Carolina
$24.6K -$3.08K -53 -12%
CIAS
139
Capital Investment Advisory Services
North Carolina
$24.5K
DWM
140
Darwin Wealth Management
Florida
$24.4K +$116 +2 +0.5%
OC
141
Oakworth Capital
Alabama
$22.4K
BWL
142
Bogart Wealth LLC
Virginia
$21.8K
KG
143
Kilter Group
New York
$21.2K -$28.8K -496 -59%
NEWAS
144
N.E.W. Advisory Services
Wisconsin
$20.3K +$9.88K +170 +108%
GWM
145
Geneos Wealth Management
Colorado
$19.5K
CT
146
Caldwell Trust
Florida
$19K
RFA
147
Register Financial Advisors
Georgia
$18.7K -$23.2K -400 -57%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
GSWM
149
Golden State Wealth Management
California
$18.2K +$58 +1 +0.3%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$17.6K -$3.31K -57 -17%

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.