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iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-20
Holders Change %
-11.17%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
55
Closed
30
Calls
$2.28M
Puts
$2.75M
Net Calls
-$461K
Net Calls Change
+$243K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$23.3M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.64M
5
ASN
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23.3M
2
Bank of America
Bank of America
North Carolina
$19.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$0
4
PFS
Prospera Financial Services
Texas
$0
5
MWM
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.3M -$13M -262,994 -36%
Wells Fargo
2
Wells Fargo
California
$23.3M +$12.7M +255,810 +119%
Bank of America
3
Bank of America
North Carolina
$19.3M -$11.4M -229,534 -37%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.9M +$96.2K +1,941 +0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.1M -$2.15M -43,299 -15%
US Bancorp
6
US Bancorp
Minnesota
$10.5M -$892K -18,010 -8%
LPL Financial
7
LPL Financial
California
$10.3M -$263K -5,310 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.39M -$1.46M -29,013 -13%
Ameriprise
9
Ameriprise
Minnesota
$8.64M +$222K +4,486 +3%
Goldman Sachs
10
Goldman Sachs
New York
$7.91M -$1.55M -31,197 -16%
UBS Group
11
UBS Group
Switzerland
$7.09M -$5.19M -104,828 -42%
Truist Financial
12
Truist Financial
North Carolina
$7.04M -$1.1M -22,105 -13%
Raymond James Financial
13
Raymond James Financial
Florida
$5.38M -$979K -19,762 -15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.27M -$455K -9,183 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.64M +$876K +17,682 +23%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.05M -$173K -3,493 -4%
SPIA
17
Steward Partners Investment Advisory
New York
$3.9M -$613K -12,369 -14%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.76M -$337K -6,800 -8%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$3.72M +$909K +18,418 +32%
MC
20
Martin & Co
Tennessee
$2.98M -$23.2K -468 -0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$2.85M -$1.71M -34,456 -37%
ASN
22
Advisory Services Network
Georgia
$2.85M +$854K +17,031 +43%
KIA
23
KCM Investment Advisors
California
$2.75M +$70.8K +1,429 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.75M -$195K -3,926 -7%
CAG
25
Crestwood Advisors Group
Massachusetts
$2.55M -$50.8K -1,025 -2%
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