iShares US Regional Banks ET ETF (IAT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.5%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$544K (+9 K shares) · bought $544K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Westwind CapitalIncreased$2.3M0.5%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IAT (all 13F filers)
- Bank of America555 KBank or trading desk+34 K
- Wells Fargo531 KBank or trading desk+16 K
- JPMorgan Chase395 KBank or trading desk+11 K
- Morgan Stanley259 KBank or trading desk−14 K
- Royal Bank of Canada252 KBank or trading desk+59 K
- LPL Financial240 KWealth adviser−4,823
- GW Henssler & Associates193 KType not verified+2,026
- Lido Advisors190 KWealth adviser−745
- Raymond James Financial158 KWealth adviser+46 K
- BNP Paribas Financial Markets151 KBank or trading desk+151 K
- Shares
- 555 K
- Change
- +34 K
See more
- Type
- Bank or trading desk
- Value
- $34.5M
- Shares
- 531 K
- Change
- +16 K
See more
- Type
- Bank or trading desk
- Value
- $33.0M
- Shares
- 395 K
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $24.7M
- Shares
- 259 K
- Change
- −14 K
See more
- Type
- Bank or trading desk
- Value
- $16.1M
- Shares
- 252 K
- Change
- +59 K
See more
- Type
- Bank or trading desk
- Value
- $15.7M
- Shares
- 240 K
- Change
- −4,823
See more
- Type
- Wealth adviser
- Value
- $14.9M
- Shares
- 193 K
- Change
- +2,026
See more
- Type
- Type not verified
- Value
- $12.0M
- Shares
- 190 K
- Change
- −745
See more
- Type
- Wealth adviser
- Value
- $11.8M
- Shares
- 158 K
- Change
- +46 K
See more
- Type
- Wealth adviser
- Value
- $9.8M
- Shares
- 151 K
- Change
- +151 K
See more
- Type
- Bank or trading desk
- Value
- $9.4M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗