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iShares U.S. Regional Banks ETF (IAT)
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Upturn Advisory Summary
11/05/2025: IAT (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.48% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 offers exposure to a segment of the financial sector, focusing on banks that operate regionally rather than nationally. The fund utilizes a representative sampling strategy to replicate the index performance.
Reputation and Reliability
iShares is a well-established ETF issuer with a strong reputation for providing reliable and diverse investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and various investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of U.S. regional bank stocks.
Investment Approach and Strategy
Strategy: The ETF tracks the investment results of the ICE U.S. Regional Banks Index.
Composition The ETF holds stocks of companies in the U.S. regional banking sector.
Market Position
Market Share: IAT is one of the leading ETFs in the U.S. regional banking sector, but its market share is subject to competition.
Total Net Assets (AUM): 402414321.97
Competitors
Key Competitors
- SPDR S&P Regional Banking ETF (KRE)
- Invesco KBW Regional Banking ETF (KBWR)
Competitive Landscape
The regional bank ETF industry is competitive, with several ETFs offering similar exposure. IAT benefits from iShares' brand recognition, but KRE and KBWR offer alternative indexing methodologies and may have different expense ratios or liquidity. Investors should evaluate these factors to determine the best fit for their needs.
Financial Performance
Historical Performance: Historical performance data is not readily available in a suitable numerical array format without external data sources, which cannot be accessed in this context.
Benchmark Comparison: The ETF's performance closely tracks the ICE U.S. Regional Banks Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume indicates reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, loan growth, and regulatory changes significantly affect regional banks. Market sentiment towards the financial sector also plays a role.
Growth Trajectory
Growth depends on the performance of regional banks, which are influenced by economic conditions, interest rate environment, and regulatory factors. Changes in holdings reflect index rebalancing.
Moat and Competitive Advantages
Competitive Edge
iShares U.S. Regional Banks ETF's advantage lies in its well-established brand and the broad recognition of iShares within the ETF market. BlackRock's expertise in managing ETFs provides a level of investor confidence. The ETF's adherence to tracking the ICE U.S. Regional Banks Index ensures consistent exposure to the sector. However, its expense ratio and fund size may be considered by investors when choosing an ETF.
Risk Analysis
Volatility
The ETF's volatility is correlated with the volatility of the regional banking sector, which can be sensitive to economic conditions and interest rate changes.
Market Risk
Specific risks include interest rate risk, credit risk (related to loan portfolios), and regulatory risk impacting the banking sector.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the U.S. regional banking sector, willing to accept sector-specific risks and understand sensitivity to interest rates and economic cycles.
Market Risk
The ETF is suitable for investors seeking sector-specific exposure as part of a diversified portfolio. It may appeal to both long-term investors and active traders, depending on their investment goals and risk tolerance.
Summary
The iShares U.S. Regional Banks ETF offers targeted exposure to the U.S. regional banking sector. The ETF tracks the ICE U.S. Regional Banks Index. Investors should be aware of the sector's sensitivity to economic conditions and interest rates. The ETF is suitable for those looking to diversify their portfolio with exposure to regional banks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary.
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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