iShares US Regional Banks ETF
IAT
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.
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: 166 → 173 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$8.77M |
| 2 |
MCM
Monument Capital Management
Alexandria,
Virginia
|
+$5.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.4M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.11M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 5 |
CAM
Carret Asset Management
New York
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
176
Citadel Advisors
Miami,
Florida
| – | -$1.8M | -30,984 | Closed |
|
|
CAM
177
Carret Asset Management
New York
| – | -$1.28M | -23,710 | Closed |
|
178
Renaissance Technologies
New York
| – | -$1.2M | -22,300 | Closed |
|
179
D.E. Shaw & Co
New York
| – | -$743K | -13,800 | Closed |
|
|
SFG
180
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$551K | -10,242 | Closed |
|
|
TSS
181
Two Sigma Securities
New York
| – | -$421K | -7,816 | Closed |
|
|
FTWA
182
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| – | -$226K | -4,189 | Closed |
|
|
MCM
183
MAI Capital Management
Independence,
Ohio
| – | -$64.6K | -1,200 | Closed |
|
|
PTC
184
Private Trust Company
Cleveland,
Ohio
| – | -$37.7K | -700 | Closed |
|
185
Group One Trading
Chicago,
Illinois
| – | -$24.6K | -457 | Closed |
|
|
SIS
186
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$15.8K | -290 | Closed |
|
|
ADL
187
Asset Dedication LLC
San Francisco,
California
| – | -$8.18K | -152 | Closed |
|
|
MA
188
Montag & Associates
Atlanta,
Georgia
| – | -$808 | -15 | Closed |
|
|
EB
189
Eastern Bank
Boston,
Massachusetts
| – | -$538 | -10 | 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.