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iShares US Regional Banks ETF
IAT

Overview Fund Activity

179 hedge funds and large institutions have $308M invested in iShares US Regional Banks ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
58
Reduced
51
Closed
22
Calls
$1.77M
Puts
$2.48M
Net Calls
-$704K
Net Calls Change
+$5.69M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34.2M
2
Two Sigma Investments
Two Sigma Investments
New York
$3.86M
3
QC
Quadrature Capital
United Kingdom
$3.28M
4
SCM
SCS Capital Management
Massachusetts
$2.93M
5
Bank of America
Bank of America
North Carolina
$28.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$962K
2
CI
CacheTech Inc
Utah
$0
3
AWM
Adams Wealth Management
Utah
$0
4
GF
Gimbal Financial
Indiana
$0
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oakworth Capital
Alabama
$16.8K – – –
BWL
152
Bogart Wealth LLC
Virginia
$16.4K – – –
AC
153
AlphaCore Capital
California
$13.6K +$13.6K +291 New
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$13.4K +$9.09K +195 +210%
GSWM
155
Golden State Wealth Management
California
$13.2K +$93 +2 +0.7%
CA
156
Clearstead Advisors
Ohio
$12.8K – – –
AAP
157
Arax Advisory Partners
Colorado
$11.7K – – –
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$10.6K -$46.5K -998 -81%
AWM
159
Accredited Wealth Management
Kentucky
$10.3K – – –
HWM
160
HighMark Wealth Management
Minnesota
$9.33K – – –
NEWAS
161
N.E.W. Advisory Services
Wisconsin
$7.32K +$7.32K +157 New
AF
162
Allworth Financial
California
$7.29K – – –
ADL
163
Asset Dedication LLC
California
$6.97K +$46 +1 +0.7%
DPW
164
DiNuzzo Private Wealth
Pennsylvania
$6.89K – – –
TSMHT
165
Thurston Springer Miller Herd & Titak
Indiana
$4.96K – – –
BF
166
BOK Financial
Oklahoma
$4.71K – – –
AWM
167
Angeles Wealth Management
California
$4.66K – – –
AEPWM
168
Atlantic Edge Private Wealth Management
Florida
$4.43K – – –
HPC
169
HM Payson & Co
Maine
$4.06K – – –
WCM
170
Winthrop Capital Management
Indiana
$4K -$6.44K -153 -62%
HWA
171
HHM Wealth Advisors
Tennessee
$3.96K – – –
KFI
172
Key Financial Inc
Pennsylvania
$3.64K – – –
AA
173
Addison Advisors
Vermont
$3.5K +$3.5K +75 New
RFA
174
Reyes Financial Architecture
California
$3.31K – – –
AF
175
Atala Financial
California
$2.33K – – –
5 6
7
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