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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.

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
1
Morgan Stanley
New York
$34.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.86M
3
QC
3
Quadrature Capital
United Kingdom
$3.28M
4
SCM
4
SCS Capital Management
Massachusetts
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$28.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$962K
2
CI
2
CacheTech Inc
Utah
$0
3
AWM
3
Adams Wealth Management
Utah
$0
4
GF
4
Gimbal Financial
Indiana
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.2M 734,028 +240,715 +49%
Bank of America
2
Bank of America
North Carolina
$28.9M 620,039 +61,398 +11%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.7M 358,678 +16,119 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M 287,658 -42,214 -13%
UBS Group
5
UBS Group
Switzerland
$11.6M 247,978 +47,817 +24%
US Bancorp
6
US Bancorp
Minnesota
$10.8M 230,585 -4,497 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.1M 215,522 +16,741 +8%
Wells Fargo
8
Wells Fargo
California
$9.99M 214,141 +1,260 +0.6%
LPL Financial
9
LPL Financial
California
$9.96M 213,540 +4,662 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$9.26M 198,527 -15,002 -7%
Goldman Sachs
11
Goldman Sachs
New York
$8.9M 190,762 +19,870 +12%
PFS
12
Prospera Financial Services
Texas
$8.52M 182,742 +31,141 +21%
Ameriprise
13
Ameriprise
Minnesota
$7.92M 169,822 +52,912 +45%
Truist Financial
14
Truist Financial
North Carolina
$7.66M 164,171 +54,758 +50%
MWM
15
MinichMacGregor Wealth Management
New York
$6.82M 146,327 +6,837 +5%
Raymond James Financial
16
Raymond James Financial
Florida
$5.98M 128,261 +2,087 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.39M 115,586 -2,154 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$4.29M 92,049 +7,633 +9%
SPIA
19
Steward Partners Investment Advisory
New York
$4.25M 91,152 +1,370 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.97M 85,181 -28,634 -25%
Two Sigma Investments
21
Two Sigma Investments
New York
$3.86M 82,700 +82,700 New
Stifel Financial
22
Stifel Financial
Missouri
$3.57M 76,662 -14,835 -16%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.54M 76,017 +45,823 +152%
QC
24
Quadrature Capital
United Kingdom
$3.28M 70,297 +70,297 New
CCA
25
Cadent Capital Advisors
Oklahoma
$3.21M 68,909 -1,206 -2%
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