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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.

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
1
Wells Fargo
California
$23.3M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.64M
5
ASN
5
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
151
HHM Wealth Advisors
Tennessee
$4.21K – – –
KFI
152
Key Financial Inc
Pennsylvania
$3.87K – – –
AWM
153
Angeles Wealth Management
California
$2.92K -$2.03K -41 -41%
AssetMark Inc
154
AssetMark Inc
California
$1.59K – – –
PWMG
155
Prestige Wealth Management Group
New Jersey
$793 – – –
MA
156
Montag & Associates
Georgia
$744 +$744 +15 New
S
157
SignatureFD
Georgia
$545 – – –
LCM
158
Logan Capital Management
Pennsylvania
$32 – – –
MML Investors Services
159
MML Investors Services
Massachusetts
– -$9.26M -198,527 Closed
PFS
160
Prospera Financial Services
Texas
– -$8.52M -182,742 Closed
MWM
161
MinichMacGregor Wealth Management
New York
– -$6.82M -146,327 Closed
QC
162
Quadrature Capital
United Kingdom
– -$3.28M -70,297 Closed
TF
163
Tudor Financial
Ohio
– -$1.9M -40,841 Closed
BFWA
164
Benchmark Financial Wealth Advisors
Florida
– -$1.15M -24,733 Closed
AI
165
Atria Investments
North Carolina
– -$852K -18,262 Closed
Millennium Management
166
Millennium Management
New York
– -$783K -16,786 Closed
AR
167
Apeiron RIA
Texas
– -$541K -11,604 Closed
GCA
168
Gallagher Capital Advisors
Texas
– -$435K -9,323 Closed
SC
169
SummitTX Capital
Texas
– -$427K -9,159 Closed
HF
170
HRT Financial
New York
– -$413K -8,859 Closed
KCPT
171
Kingstone Capital Partners Texas
Texas
– -$407K -8,732 Closed
DC
172
Davenport & Co
Virginia
– -$395K -8,475 Closed
SC
173
Scotia Capital
Ontario, Canada
– -$370K -7,925 Closed
MWA
174
Muirfield Wealth Advisors
North Carolina
– -$338K -7,240 Closed
AFWM
175
AMJ Financial Wealth Management
Virginia
– -$325K -6,977 Closed
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