ISHARES US REGIONAL BANKS ET (IAT) Institutional Ownership Changes & 13F Activity

ISHARES US REGIONAL BANKS ET (IAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Royal Bank Of Canada, Raymond James Financial Inc, Bank Of America Corp, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-475-2.2%20,678$1.29MQ2 2026Sep 23, 2026
Kingsview Wealth Management, LlcSell-17-0.4%4,126$256.70KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-2,976-11.0%24,035$1.50MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+309+0.5%67,857$4.22MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+72,049—72,049$4.48MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+58,594+30.3%252,179$15.69MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+45,587+40.5%158,274$9.85MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+34,132+6.5%555,302$34.55MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-22,258-62.8%13,163$818.87KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+16,147+3.1%530,533$33.00MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+7,421—7,421$461.66KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+4,157+3.9%111,541$6.94MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+3,815—3,815$237.33KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+3,583—3,583$222.87KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+3,388—3,388$210.00KQ2 2026Aug 14, 2026
Kcm Investment Advisors LlcSell-1,198-2.0%57,254$3.56MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-1,043-35.0%1,937$120.50KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+1,037+14.8%8,054$501.04KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-1,001-1.2%81,487$5.08MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-630-12.3%4,491$279.38KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+602+2.3%27,137$1.69MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+439+5.6%8,238$512.46KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+432+0.9%49,343$3.07MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-392-4.9%7,543$469.31KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+125—125$7.76KQ2 2026Aug 14, 2026
&PartnersBuy+124+2.9%4,406$274.10KQ2 2026Aug 14, 2026
Summittx Capital, L.P.Buy+59—59$3.67KQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+16+0.7%2,473$153.82KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+6+0.6%936$58.20KQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+1—1$40.00Q2 2026Aug 14, 2026
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Frequently asked questions about IAT activity

  • Which institutional owners are buying IAT?

    Institutional owners buying IAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IAT activity?

    "Buy" means an investor increased their reported position in IAT compared to the prior reporting period. This reflects growing exposure to ISHARES US REGIONAL BANKS ET (IAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IAT increasing?

    Institutional interest in IAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.