iShares US Regional Banks ETF
IAT
188 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 24 closing their positions.
51% more capital inflows, than outflows
Capital inflows: $74.2M | Capital outflows: $49.3M
11% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 54
2.52% more ownership
Funds ownership: 43.68% → 46.19% (+2.5%)
5% less funds holding
Funds holding: 198 → 188 (-10)
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
28% less call options, than puts
Call options by funds: $1.77M | Put options by funds: $2.48M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Employees Provident Fund Board
Shah Alam,
Malaysia
|
+$20.1M |
| 2 |
Morgan Stanley
New York
|
+$12.1M |
| 3 |
Two Sigma Investments
New York
|
+$4.15M |
| 4 |
Quadrature Capital
London,
United Kingdom
|
+$3.53M |
| 5 |
SCS Capital Management
Boston,
Massachusetts
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.71M |
| 2 |
Adams Wealth Management
Logan,
Utah
|
-$5.22M |
| 3 |
CacheTech Inc
Logan,
Utah
|
-$5.22M |
| 4 |
Gimbal Financial
Carmel,
Indiana
|
-$4.42M |
| 5 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.09M |
IAT Hedge Fund Activity: Q1 2025 in Review
188 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2025, worth a combined $330M — down 1.5% from $335M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IAT and 18 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 60 added.
The largest buyer was Employees Provident Fund Board, opening a new position worth an estimated $20.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.71M.
- 188 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2025, down from 198 in Q4 2024.
- Funds reported $330M of iShares US Regional Banks ETF stock for Q1 2025, down 1.5% quarter-over-quarter.
- 18 funds opened new iShares US Regional Banks ETF positions in Q1 2025 and 24 closed out, a net change of -6 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2025 was Employees Provident Fund Board, an estimated $20.1M added.
- The largest iShares US Regional Banks ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $6.71M sold.
Based on aggregated 13F filings for Q1 2025.