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Upturn AI SWOT - About
iShares U.S. Regional Banks ETF (IAT)
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Upturn Advisory Summary
07/31/2025: IAT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.44% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 37.98 - 56.46 | Updated Date 06/29/2025 |
52 Weeks Range 37.98 - 56.46 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Regional Banks ETF
ETF Overview
Overview
The iShares U.S. Regional Banks ETF (IAT) seeks to track the investment results of an index composed of U.S. regional bank stocks. It provides exposure to financial institutions that focus on banking activities within specific regions of the United States.
Reputation and Reliability
iShares, managed by BlackRock, is a well-regarded ETF provider known for its diverse range of funds and strong track record.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team of investment professionals overseeing the fund.
Investment Objective
Goal
To track the investment results of an index composed of U.S. regional bank stocks.
Investment Approach and Strategy
Strategy: IAT seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index.
Composition The ETF holds stocks of U.S. regional banks. It is a sector-specific fund focused on the financial services industry.
Market Position
Market Share: IAT holds a notable portion of the market share within the regional bank ETF category, although its market share has fluctuated.
Total Net Assets (AUM): 506478240
Competitors
Key Competitors
- KRE
- FTXO
- DPST
Competitive Landscape
The regional bank ETF market is dominated by a few key players. IAT offers targeted exposure to the regional banking sector. KRE is the largest and most liquid of the regional bank ETFs, offering broad exposure to the sector. FTXO utilizes a quality and value screen.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers. Please refer to these sources for accurate returns over different time periods.
Benchmark Comparison: IAT's performance should be compared against the Dow Jones U.S. Select Regional Banks Index to assess tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IAT's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IAT is generally competitive, reflecting the fund's liquidity.
Market Dynamics
Market Environment Factors
IAT is influenced by factors such as interest rates, economic growth, regulatory changes, and regional economic conditions.
Growth Trajectory
Growth trends for IAT depend on the performance of the U.S. regional banking sector and investor sentiment towards financial stocks.
Moat and Competitive Advantages
Competitive Edge
IAT benefits from the iShares brand reputation and BlackRock's management expertise. It offers targeted exposure to U.S. regional banks, providing investors with a specific focus within the financial sector. However, its market share is smaller compared to some competitors. The ETF's track record and low expense ratio contribute to its competitive standing. Its competitive advantage relies on its brand and focused regional banking exposure.
Risk Analysis
Volatility
IAT's volatility is related to the inherent risk of the regional banking sector, which can be sensitive to economic conditions and interest rate changes.
Market Risk
Specific risks include credit risk, interest rate risk, regulatory risk, and regional economic downturns that could impact the performance of regional banks.
Investor Profile
Ideal Investor Profile
IAT is suitable for investors seeking targeted exposure to the U.S. regional banking sector and who have a moderate risk tolerance.
Market Risk
IAT is suitable for long-term investors seeking sector-specific exposure, but it's not suitable for highly risk-averse investors due to sector concentration.
Summary
The iShares U.S. Regional Banks ETF (IAT) offers targeted exposure to U.S. regional bank stocks. Managed by BlackRock's iShares, it tracks the Dow Jones U.S. Select Regional Banks Index and is a relatively low-cost option. Its performance is highly dependent on the health and performance of the U.S. regional banking sector. While the fund has a smaller market share than some of its competitors, it still serves as a valuable option for investors seeking focused exposure to regional banks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Regional Banks ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The fund is non-diversified.
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