We are live on ! Find out more
IAT icon

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
CA
151
Clearstead Advisors
Ohio
$17.1K
HWM
152
HighMark Wealth Management
Minnesota
$12.4K
HI
153
Harbour Investments
Wisconsin
$12.4K +$11.6K +200 New
AWM
154
AE Wealth Management
Kansas
$12.1K
TWC
155
TD Waterhouse Canada
Ontario, Canada
$11K
SWA
156
SOA Wealth Advisors
New York
$10.4K +$58 +1 +0.6%
CFSG
157
Community Financial Services Group
Vermont
$9.89K
DPW
158
DiNuzzo Private Wealth
Pennsylvania
$9.2K
APFP
159
Action Point Financial Planning
Michigan
$7.76K +$7.26K +125 New
MA
160
MCF Advisors
Kentucky
$6.22K
Simplex Trading
161
Simplex Trading
Illinois
$6.1K +$5.7K +98 New
Citigroup
162
Citigroup
New York
$5.97K -$8.95K -154 -62%
HWA
163
HHM Wealth Advisors
Tennessee
$5.29K
AWM
164
Angeles Wealth Management
California
$3.67K
SC
165
SummitTX Capital
Texas
$3.67K +$3.43K +59 New
CFM
166
Compass Financial Management
Florida
$2.67K +$2.5K +43 New
AssetMark Inc
167
AssetMark Inc
California
$1.99K
UBS AM
168
UBS AM
Illinois
$1.99K
KFI
169
Key Financial Inc
Pennsylvania
$1.18K
KCM
170
Key Capital Management
Tennessee
$995 +$930 +16 New
S
171
SignatureFD
Georgia
$684
Russell Investments Group
172
Russell Investments Group
United Kingdom
$62 +$58 +1 New
LCM
173
Logan Capital Management
Pennsylvania
$40 +$58 +1 New
IAA
174
Independent Advisor Alliance
North Carolina
-$3.11M -57,854 Closed
TRCT
175
Tower Research Capital (TRC)
New York
-$2.32M -43,110 Closed

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.