iShares US Regional Banks ETF
IAT
166 hedge funds and large institutions have $310M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 32 closing their positions.
2.6% more ownership
Funds ownership: 46.07% → 48.67% (+2.6%)
6% less capital invested
Capital invested by funds: $330M → $310M (-$19.6M)
10% less funds holding
Funds holding: 185 → 166 (-19)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
17% less call options, than puts
Call options by funds: $2.28M | Put options by funds: $2.75M
56% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPFB
Employees Provident Fund Board
Shah Alam,
Malaysia
|
+$27.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.6M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.08M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$839K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$805K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$9.26M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$8.52M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$6.82M |
IAT Hedge Fund Activity: Q2 2025 in Review
166 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2025, worth a combined $310M — down 5.9% from $330M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IAT and 14 opened new positions — a net loss of 18 holders — while 57 trimmed existing stakes and 51 added.
The largest buyer was Employees Provident Fund Board, adding an estimated $27.3M. The largest seller was Morgan Stanley, cutting an estimated $12M.
- 166 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2025, down from 185 in Q1 2025.
- Funds reported $310M of iShares US Regional Banks ETF stock for Q2 2025, down 5.9% quarter-over-quarter.
- 14 funds opened new iShares US Regional Banks ETF positions in Q2 2025 and 32 closed out, a net change of -18 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2025 was Employees Provident Fund Board, an estimated $27.3M added.
- The largest iShares US Regional Banks ETF seller in Q2 2025 was Morgan Stanley, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2025.