iShares US Regional Banks ETF
IAT
166 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 19 closing their positions.
2.04% more ownership
Funds ownership: 43.84% → 45.88% (+2%)
2% more capital invested
Capital invested by funds: $256M → $261M (+$4.9M)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
7% less call options, than puts
Call options by funds: $3.33M | Put options by funds: $3.59M
3% less funds holding
Funds holding: 172 → 166 (-6)
30% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$10.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.53M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.28M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.86M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.32M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.84M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.43M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.39M |
IAT Hedge Fund Activity: Q1 2026 in Review
166 of the 8,181 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2026, worth a combined $261M — up 1.9% from $256M a quarter earlier.
Fund positioning in IAT was balanced in Q1 2026: 19 funds opened new positions, 19 closed out, 39 added to existing stakes and 56 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $10.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.32M.
- 166 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2026, down from 172 in Q4 2025.
- Funds reported $261M of iShares US Regional Banks ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
- 19 funds opened new iShares US Regional Banks ETF positions in Q1 2026 and 19 closed out, a net change of 0 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2026 was Lido Advisors, an estimated $10.8M added.
- The largest iShares US Regional Banks ETF seller in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2026.