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iShares US Regional Banks ETF
IAT

166 hedge funds and large institutions have $310M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 46.07% → 48.67% (+2.6%)

6% less capital invested

Capital invested by funds: $330M → $310M (-$19.6M)

10% less funds holding

Funds holding: 185 → 166 (-19)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

17% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $2.75M

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
166
Holders Change
-19
Holders Change %
-10.27%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
51
Reduced
58
Closed
32
Calls
$2.28M
Puts
$2.75M
Net Calls
-$461K
Net Calls Change
+$243K

Top Buyers

Rank Fund Capital Flow
1
EPFB
Employees Provident Fund Board
Malaysia
+$27.3M
2
Wells Fargo
Wells Fargo
California
+$11.6M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.08M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$839K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$805K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12M
2
Bank of America
Bank of America
North Carolina
-$10.5M
3
MML Investors Services
MML Investors Services
Massachusetts
-$9.26M
4
PFS
Prospera Financial Services
Texas
-$8.52M
5
MWM
MinichMacGregor Wealth Management
New York
-$6.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Clearstead Advisors
Ohio
$13.6K – – –
AAP
152
Arax Advisory Partners
Colorado
$12.4K – – –
HWM
153
HighMark Wealth Management
Minnesota
$9.91K – – –
NEWAS
154
N.E.W. Advisory Services
Wisconsin
$7.78K – – –
ADL
155
Asset Dedication LLC
California
$7.44K – – –
DPW
156
DiNuzzo Private Wealth
Pennsylvania
$7.33K – – –
WCM
157
Winthrop Capital Management
Indiana
$5K – – –
HWA
158
HHM Wealth Advisors
Tennessee
$4.21K – – –
KFI
159
Key Financial Inc
Pennsylvania
$3.87K – – –
AWM
160
Angeles Wealth Management
California
$2.92K -$1.87K -41 -41%
AssetMark Inc
161
AssetMark Inc
California
$1.59K – – –
PWMG
162
Prestige Wealth Management Group
New Jersey
$793 – – –
MA
163
Montag & Associates
Georgia
$744 +$683 +15 New
S
164
SignatureFD
Georgia
$545 – – –
LCM
165
Logan Capital Management
Pennsylvania
$32 – – –
MML Investors Services
166
MML Investors Services
Massachusetts
– -$9.26M -198,527 Closed
PFS
167
Prospera Financial Services
Texas
– -$8.52M -182,742 Closed
MWM
168
MinichMacGregor Wealth Management
New York
– -$6.82M -146,327 Closed
QC
169
Quadrature Capital
United Kingdom
– -$3.28M -70,297 Closed
TF
170
Tudor Financial
Ohio
– -$1.9M -40,841 Closed
BFWA
171
Benchmark Financial Wealth Advisors
Florida
– -$1.15M -24,733 Closed
AI
172
Atria Investments
North Carolina
– -$852K -18,262 Closed
Millennium Management
173
Millennium Management
New York
– -$783K -16,786 Closed
AR
174
Apeiron RIA
Texas
– -$541K -11,604 Closed
SA
175
Sanctuary Advisors
Indiana
– -$540K -11,585 Closed
4 5 6
7
8

IAT Hedge Fund Activity: Q2 2025 in Review

166 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2025, worth a combined $310M — down 5.9% from $330M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAT and 14 opened new positions — a net loss of 18 holders — while 58 trimmed existing stakes and 51 added.

The largest buyer was Employees Provident Fund Board, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $12M.

  • 166 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2025, down from 185 in Q1 2025.
  • Funds reported $310M of iShares US Regional Banks ETF stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 14 funds opened new iShares US Regional Banks ETF positions in Q2 2025 and 32 closed out, a net change of -18 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2025 was Employees Provident Fund Board, an estimated $27.3M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2025 was Morgan Stanley, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.