Who Owns iShares U.S. Regional Banks ETF (IAT)?Hedge Fund & Institutional Holders

$52.34+0.51 (+0.98%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$39.71$45.49$51.27$57.04$62.82Sep 24Jun 25Mar 26

IAT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+6K+$22.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+97K+$5.0B
JONES FINANCIAL COMPANIES LLLPNew Position+80K+$4.0B
Game Plan Financial Advisors, LLCNew Position+43K+$2.4B
Equitable Holdings, Inc.New Position+49K+$2.0B
WELLS FARGO & COMPANY/MNIncreased+17K+$1.6B
Tower Research Capital LLC (TRC)Increased+26K+$1.4B
AUGUSTINE ASSET MANAGEMENT INCNew Position+20K+$1.1B
Fearless Solutions, LLC dba Best InvestNew Position+19K+$1.1B
Heritage Wealth Management, Inc.New Position+18K+$984.0M
TRANSCEND CAPITAL ADVISORS, LLCNew Position+15K+$799.0M
UBS Group AGIncreased+5K+$614.8M
STEPHENS INC /AR/New Position+10K+$540.0M
Gallagher Capital Advisors, LLCNew Position+10K+$527.0M
High Net Worth Advisory Group LLCNew Position+9K+$504.0M

IAT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-2K-$12.7B
TWO SIGMA INVESTMENTS, LPClosed Position-193K-$10.1B
OSAIC HOLDINGS, INC.Decreased-154K-$9.0B
ROYAL BANK OF CANADADecreased-121K-$7.0B
Advisory Services Network, LLCDecreased-82K-$4.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-71K-$4.5B
Jain Global LLCClosed Position-67K-$3.5B
GOLDMAN SACHS GROUP INCDecreased-50K-$2.9B
Crestwood Advisors Group, LLCDecreased-835-$2.5B
AMERIPRISE FINANCIAL INCDecreased-38K-$2.1B
Mariner, LLCDecreased-26K-$1.6B
RENAISSANCE TECHNOLOGIES LLCDecreased-10K-$982.3M
CITADEL ADVISORS LLCDecreased-4K-$976.5M
US BANCORP \DE\Decreased-24K-$934.8M
JANE STREET GROUP, LLCClosed Position-16K-$851.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN455,537$25.0B4.55%Share
2JPMORGAN CHASE & CO365,984$20.0B1.26%Share
3BANK OF AMERICA CORP /DE/337,754$18.0B1.31%Share
4ROYAL BANK OF CANADA192,684$10.0B1.63%Share
5US BANCORP \DE\129,241$7.1B8.35%Share
6UBS Group AG128,153$7.1B1.15%Share
7GOLDMAN SACHS GROUP INC100,111$5.0B0.62%Share
8COMMONWEALTH EQUITY SERVICES, LLC96,505$5.0B6.67%Share
9RAYMOND JAMES FINANCIAL INC86,931$4.0B1.24%Share
10Steward Partners Investment Advisory, LLC78,954$4.0B21.93%Share
11AMERIPRISE FINANCIAL INC76,344$4.0B0.90%Share
12JONES FINANCIAL COMPANIES LLLP80,283$4.0B2.44%Share
13BANK OF AMERICA CORP /DE/85,423$4.0B0.29%Share
14KCM INVESTMENT ADVISORS LLC57,077$3.0B0.10%Share
15Game Plan Financial Advisors, LLC43,379$2.4B0.96%Share
16Equitable Holdings, Inc.49,307$2.0B13.67%Share
17OSAIC HOLDINGS, INC.36,876$2.0B2.92%Share
18Tower Research Capital LLC (TRC)37,409$2.0B0.05%Share
19SCS Capital Management LLC34,173$1.9B19.96%Share
20CARRET ASSET MANAGEMENT, LLC23,810$1.3B0.12%Share
21Cadent Capital Advisors, LLC22,152$1.2B0.31%Share
22AUGUSTINE ASSET MANAGEMENT INC20,000$1.1B0.22%Share
23Fearless Solutions, LLC dba Best Invest19,157$1.1B0.64%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP24,337$1.0B0.12%Share
25ROYAL BANK OF CANADA27,406$1.0B0.16%Share
26SUSQUEHANNA INTERNATIONAL GROUP, LLP25,800$1.0B0.12%Call
27WELLS FARGO & COMPANY/MN26,163$1.0B0.18%Share
28RAYMOND JAMES FINANCIAL INC25,050$1.0B0.31%Share
29Rockefeller Capital Management L.P.21,113$1.0B1.80%Share
30CITADEL ADVISORS LLC24,600$1.0B0.15%Put
31CITADEL ADVISORS LLC33,475$1.0B0.15%Share
32Heritage Wealth Management, Inc.17,850$984.0M0.27%Share
33TRANSCEND CAPITAL ADVISORS, LLC14,500$799.0M0.06%Share
34Sigma Planning Corp13,690$754.0M0.02%Share
35UBS Group AG11,200$617.0M0.10%Share
36SAGE FINANCIAL GROUP INC10,198$562.0M0.04%Share
37STEPHENS INC /AR/9,796$540.0M6.72%Share
38Gallagher Capital Advisors, LLC9,568$527.0M0.34%Share
39COMERICA BANK9,329$514.0M2.05%Share
40High Net Worth Advisory Group LLC9,140$504.0M0.12%Share
41PATTEN & PATTEN INC/TN8,970$494.0M0.03%Share
42North Star Investment Management Corp.8,235$454.0M0.03%Share
43Dentgroup LLC8,089$446.0M0.31%Share
44Viewpoint Capital Management LLC7,290$402.0M0.17%Share
45Investment Research Partners LLC6,846$377.0M0.16%Share
46QTR Family Wealth, LLC5,319$330.0M0.15%Share
47Breakwater Capital Group5,543$305.0M0.04%Share
48Sunbelt Securities, Inc.5,460$301.0M0.02%Share
49BANQUE PICTET & CIE SA5,213$287.0M1.68%Share
50PFG Advisors5,089$280.0M0.01%Share

IAT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025165$153.5B+60
Q3 2025105$181.3B-43
Q2 2025148$190.2B-29
Q1 2025177$274.7B+24
Q4 2024153$3.5T+39
Q3 2024114$16.6T+5
Q2 2024109$7.3T+2
Q1 2024107$11.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold IAT (iShares U.S. Regional Banks ETF). The largest holder is WELLS FARGO & COMPANY/MN with $25.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IAT?

As of Q4 2025, 50 institutional investors report holding IAT (iShares U.S. Regional Banks ETF) in their 13F filings.

Who is the largest institutional holder of IAT?

The largest institutional holder of IAT is WELLS FARGO & COMPANY/MN with $25.0B in shares.

Is institutional ownership of IAT increasing or decreasing?

This quarter, 11 institutions opened new positions in IAT and 3 closed their positions.