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iShares US Regional Banks ETF

165 hedge funds and large institutions have $273M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.92M

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1% less funds holding

Funds holding: 166165 (-1)

9.31% less ownership

Funds ownership: 48.67%39.36% (-9.3%)

12% less capital invested

Capital invested by funds: $310M → $273M (-$36.9M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
48
Reduced
48
Closed
19
Calls
$2.24M
Puts
$1.92M
Net Calls
+$320K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HighMark Wealth Management
Minnesota
$10.5K
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$8.25K
DPW
153
DiNuzzo Private Wealth
Pennsylvania
$8K
ADL
154
Asset Dedication LLC
California
$7.92K +$52 +1 +0.7%
WANY
155
Wealthspire Advisors (New York)
New York
$7.88K +$7.82K +150 New
WCM
156
Winthrop Capital Management
Indiana
$5K
HWA
157
HHM Wealth Advisors
Tennessee
$4.47K
KFI
158
Key Financial Inc
Pennsylvania
$4.06K
AWM
159
Angeles Wealth Management
California
$3.1K
BTI
160
Blue Trust Inc
Georgia
$1.71K +$1.72K +33 New
AssetMark Inc
161
AssetMark Inc
California
$1.68K
MA
162
Montag & Associates
Georgia
$788
S
163
SignatureFD
Georgia
$578
PWMG
164
Prestige Wealth Management Group
New Jersey
$316 -$521 -10 -63%
LCM
165
Logan Capital Management
Pennsylvania
$33
EPFB
166
Employees Provident Fund Board
Malaysia
-$49.5M -1,000,000 Closed
WC
167
Westwind Capital
New Mexico
-$1.96M -39,538 Closed
Marshall Wace
168
Marshall Wace
United Kingdom
-$1.77M -35,671 Closed
CSS
169
Cubist Systematic Strategies
Connecticut
-$1.24M -25,064 Closed
FTUS
170
Flow Traders U.S.
New York
-$576K -11,619 Closed
LIP
171
Lighthouse Investment Partners
Florida
-$555K -11,210 Closed
SS
172
Sunbelt Securities
Texas
-$410K -8,143 Closed
OFS
173
Orrstown Financial Services
Pennsylvania
-$277K -5,595 Closed
Cerity Partners
174
Cerity Partners
New York
-$217K -4,373 Closed
CFD
175
Creative Financial Designs
Indiana
-$178K -3,583 Closed

IAT Hedge Fund Activity: Q3 2025 in Review

165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2025, worth a combined $273M — down 12% from $310M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAT positions and 19 closed out — a net gain of 3 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $9.96M. The largest seller was Employees Provident Fund Board, exiting entirely with an estimated $49.5M sold.

  • 165 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2025, down from 166 in Q2 2025.
  • Funds reported $273M of iShares US Regional Banks ETF stock for Q3 2025, down 12% quarter-over-quarter.
  • 22 funds opened new iShares US Regional Banks ETF positions in Q3 2025 and 19 closed out, a net change of +3 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2025 was GW Henssler & Associates, an estimated $9.96M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2025 was Employees Provident Fund Board, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2025.