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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 %
AssetMark Inc
176
AssetMark Inc
California
$1.49K +$1.49K +32 New
PWMG
177
Prestige Wealth Management Group
New Jersey
$747 – – –
S
178
SignatureFD
Georgia
$513 – – –
LCM
179
Logan Capital Management
Pennsylvania
$29 -$1.04K -36 -97%
AWM
180
Adams Wealth Management
Utah
– -$5.22M -103,563 Closed
CI
181
CacheTech Inc
Utah
– -$5.22M -103,563 Closed
GF
182
Gimbal Financial
Indiana
– -$4.42M -87,825 Closed
IAA
183
Independent Advisor Alliance
North Carolina
– -$3.09M -61,416 Closed
BF
184
bLong Financial
Tennessee
– -$1.67M -33,127 Closed
1WM
185
1858 Wealth Management
Ohio
– -$1.01M -19,975 Closed
Renaissance Technologies
186
Renaissance Technologies
New York
– -$972K -19,300 Closed
MFG
187
MidWestOne Financial Group
Iowa
– -$514K -10,198 Closed
SAS
188
Stelac Advisory Services
New York
– -$453K -8,994 Closed
ACP
189
Aveo Capital Partners
Colorado
– -$398K -7,908 Closed
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
– -$353K -7,001 Closed
Bank of New York Mellon
191
Bank of New York Mellon
New York
– -$233K -4,633 Closed
PWW
192
Pettyjohn Wood & White
Virginia
– -$230K -4,575 Closed
SHGA
193
Sand Hill Global Advisors
California
– -$206K -4,090 Closed
TCG
194
Transcendent Capital Group
Oklahoma
– -$65.3K -1,297 Closed
GTAM
195
Global Trust Asset Management
Florida
– -$40.3K -800 Closed
CM
196
Crestline Management
Texas
– -$20.1K -400 Closed
IA
197
IFP Advisors
Florida
– -$16.2K -322 Closed
VWM
198
Venturi Wealth Management
Texas
– -$13.1K -260 Closed
NRC
199
New Republic Capital
North Carolina
– -$12.8K -255 Closed
T
200
Transce3nd
Texas
– -$10.1K -200 Closed
5 6 7
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