Who Owns IAT?
iShares U.S. Regional Banks ETF — Institutional Ownership & 13F Holdings
$58.75
+1.00 (+1.73%)
Market Cap
$731.7M
Shares Outstanding
13,541,767
Institutional Holders
177
Total Inst. Value
$273.1M
% of Float Held
—
QoQ Holder Change
+70
Institutional data as of Q1 2025
New Positions
46
Closed Positions
22
Increased
45
Decreased
45
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $34.2M | 734,028 |
| 2 | BANK OF AMERICA CORP /DE/ | $28.9M | 620,039 |
| 3 | JPMORGAN CHASE & CO | $16.7M | 358,678 |
| 4 | ROYAL BANK OF CANADA | $13.4M | 287,658 |
| 5 | UBS Group AG | $11.6M | 247,978 |
| 6 | US BANCORP \DE\ | $10.8M | 230,585 |
| 7 | OSAIC HOLDINGS, INC. | $10.1M | 215,522 |
| 8 | WELLS FARGO & COMPANY/MN | $10.0M | 214,141 |
| 9 | MML INVESTORS SERVICES, LLC | $9.3M | 198,527 |
| 10 | GOLDMAN SACHS GROUP INC | $8.9M | 190,762 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +241K | $34.2M |
| BANK OF AMERICA CORP /DE/ | +61K | $28.9M |
| JPMORGAN CHASE & CO | +16K | $16.7M |
| UBS Group AG | +48K | $11.6M |
| OSAIC HOLDINGS, INC. | +170K | $10.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MARTIN & CO INC /TN/ | -12.5M | $2.8M |
| THRIVENT FINANCIAL FOR LUTHERANS | -85K | $962 |
| Spectrum Wealth Counsel, LLC | -55K | $551K |
| ROYAL BANK OF CANADA | -42K | $13.4M |
| SCOTIA CAPITAL INC. | -35K | $370K |
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Frequently Asked Questions
How many institutional investors hold IAT?
As of Q1 2025, 177 institutional investors report holding IAT (iShares U.S. Regional Banks ETF) in their 13F filings.
Which hedge fund owns the most IAT?
The largest institutional holder of IAT is MORGAN STANLEY with $34.2M in shares.
Are institutions buying or selling IAT?
This quarter, 46 institutions opened new positions in IAT and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.