IAT — ISHARES US REGIONAL BANKS ET
As of Q2 2026, 13 SEC-registered investment managers reported holding IAT (ISHARES US REGIONAL BANKS ET) in their latest 13F filings, with a combined reported value of $125.34M across 2.01M shares. That is +22.4% by share count (+368.06K shares) versus the previous quarter, while reported value moved +41.5%. Ownership is concentrated: the five largest holders account for 91.9% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 5 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 555.30K | $34.55M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 530.53K | $33.00M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 394.97K | $24.65M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 258.63K | $16.09M | 0.00% | Reduce |
| Two Sigma Investments history | Q3 2025 | 193.00K | $10.14M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 111.54K | $6.94M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 110.08K | $6.85M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 31.90K | $1.98M | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2026 | 22.30K | $1.20M | 0.00% | Add |
| Millennium Management history | Q1 2025 | 16.79K | $782.73K | 0.00% | Add |
| D. E. Shaw & Co history | Q1 2026 | 13.80K | $742.99K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 7.42K | $461.66K | 0.00% | New |
| Point72 Asset Management history | Q2 2026 | 7.10K | $441.69K | 0.00% | Reduce |
| Marshall Wace history | Q4 2025 | 5.98K | $329.80K | 0.00% | New |
| Northern Trust Corp history | Q1 2022 | 4.09K | $241.00K | 0.00% | Reduce |
| BNY Mellon history | Q4 2024 | 4.63K | $233.33K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 2.57K | $159.80K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.11K | $131.39K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 1.13K | $70.42K | 0.00% | Hold |
| Franklin Resources history | Q3 2023 | 1.40K | $47.04K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 394.97K sh · $24.65M
- AQR Capital Management 7.42K sh · $461.66K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 22.30K sh · $1.20M
- D. E. Shaw & Co sold 13.80K sh · $742.99K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 9.24M | 9.89M | 9.51M | 6.93M | 6.62M | 6.18M | 6.12M | 4.48M | 626.52K | 604.72K | 361.33K | 360.67K | 501.88K | 558.64K | 620.04K | 390.50K | 418.01K | 423.66K | 521.17K | 555.30K |
| Wells Fargo & Co | 611.60K | 600.66K | 572.54K | 300.85K | 180.51K | 155.26K | 228.84K | 359.44K | 326.22K | 343.39K | 272.43K | 261.28K | 149.71K | 212.88K | 214.14K | 469.95K | 464.98K | 481.70K | 514.39K | 530.53K |
| JPMorgan Chase & Co | 12.29K | 16.45K | 14.81K | 13.16K | 13.14K | 10.49K | 33.44K | 124.72K | 123.71K | 231.57K | 286.06K | 294.50K | 364.71K | 342.56K | 358.68K | 360.62K | 375.80K | 372.09K | — | 394.97K |
| Morgan Stanley | 846.54K | 946.21K | 1.23M | 579.72K | 318.46K | 214.60K | 446.26K | 566.35K | 534.01K | 649.97K | 573.35K | 418.77K | 272.75K | 493.31K | 734.03K | 471.03K | 294.97K | 274.14K | 272.31K | 258.63K |
| Goldman Sachs Group | 66.66K | 83.85K | 55.25K | 76.03K | 78.50K | 75.37K | 280.57K | 487.15K | 54.73K | 111.72K | 56.49K | 82.70K | 103.16K | 170.89K | 190.76K | 159.56K | 150.11K | 100.11K | 107.38K | 111.54K |
| UBS Group AG | 157.34K | 135.18K | 267.76K | 73.25K | 85.27K | 91.81K | 289.39K | 127.08K | 90.46K | 87.70K | 170.01K | 162.85K | 182.58K | 200.16K | 247.98K | 143.15K | 136.14K | 140.85K | 116.35K | 110.08K |
| Citadel Advisors | 17.28K | 23.96K | 8.40K | 13.91K | 58.34K | 48.07K | 254.30K | 185.15K | 119.65K | 112.53K | 219.22K | 155.26K | 223.72K | 213.22K | 151.15K | 107.89K | 73.13K | 70.67K | 63.88K | 31.90K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.42K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.35K | 8.00K | 7.10K |
| PNC Financial Services | 4.73K | 4.75K | 4.66K | 4.09K | 4.70K | 2.92K | 4.52K | 3.44K | 3.33K | 3.86K | 3.34K | 3.35K | 2.47K | 3.41K | 3.41K | 3.62K | 3.42K | 2.49K | 2.49K | 2.57K |
| Fidelity Management & Research (FMR) | 94 | 112 | 342 | 105 | 44 | 55 | 100 | 166 | 46 | 47 | 708 | 1.14K | 1.76K | 1.73K | 1.91K | 982 | 1.61K | 3.64K | 1.87K | 2.11K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 600 | 1.13K | 1.13K |
| Citigroup Inc | 2.41K | 2.41K | 2.41K | 2.40K | 1.69K | 1.71K | — | — | — | 198 | 2.84K | 3.13K | 1.43K | 1.19K | 5.41K | 1.94K | 455 | 643 | 250 | 96 |
| Renaissance Technologies | 7.30K | — | 6.10K | — | — | 11.20K | — | 8.70K | — | — | — | — | — | 19.30K | — | — | 18.70K | 9.20K | 22.30K | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | 29.30K | — | — | 82.70K | 75.90K | 193.00K | — | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 12.10K | 38.30K | — | 18.70K | 7.00K | — | — | — | 14.25K | 13.80K | — |
| Marshall Wace | — | — | 26.04K | — | 6.20K | 22.80K | 23.30K | — | — | — | — | 6.59K | 22.12K | 28.71K | 32.12K | 35.67K | — | 5.98K | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.63K | — | — | — | — | — | — |
| Franklin Resources | 6.48K | 6.52K | 8.47K | 6.88K | 6.53K | 6.53K | 1.40K | 1.40K | 1.40K | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | 36.28K | — | — | 8.82K | — | — | 26.29K | 16.46K | 16.79K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details