iShares US Regional Banks ETF
IAT
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.
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: 166 → 165 (-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)
Top Buyers
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$9.96M |
| 2 |
Two Sigma Investments
New York
|
+$6.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.12M |
| 4 |
JG
Jain Global
New York
|
+$3.52M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.72M |
Top Sellers
| 1 |
EPFB
Employees Provident Fund Board
Shah Alam,
Malaysia
|
-$49.5M |
| 2 |
Morgan Stanley
New York
|
-$9.18M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$4.05M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.79M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFPT
176
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$156K | -3,147 | Closed |
|
|
GC
177
Garde Capital
Seattle,
Washington
| – | -$70.4K | -1,420 | Closed |
|
|
TWC
178
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$40.8K | -800 | Closed |
|
|
RAM
179
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$37.4K | -755 | Closed |
|
180
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$30.9K | -623 | Closed |
|
|
HT
181
Headlands Technologies
Chicago,
Illinois
| – | -$24.8K | -500 | Closed |
|
|
TSMHT
182
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$16.6K | -334 | Closed |
|
|
AAP
183
Arax Advisory Partners
Denver,
Colorado
| – | -$12.4K | -250 | 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.