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Upturn AI SWOT - About
iShares U.S. Regional Banks ETF (IAT)
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Upturn Advisory Summary
09/16/2025: IAT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 21.41% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 regional banking institutions within the United States, providing a targeted investment in this specific sector.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and track record in the ETF market.
Management Expertise
BlackRock has a team of experienced portfolio managers and analysts dedicated to managing its ETFs.
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 employs a passive management strategy, seeking to replicate the performance of the Dow Jones U.S. Select Regional Banks Index.
Composition The ETF holds stocks of U.S. regional banks. The portfolio is weighted by market capitalization.
Market Position
Market Share: IAT's market share is substantial, but varies with market conditions and competitor performance.
Total Net Assets (AUM): 417900000
Competitors
Key Competitors
- KRE
- DPST
- FTXO
Competitive Landscape
The regional banks ETF market is competitive. IAT benefits from BlackRock's brand and AUM but faces competition from KRE, which has a larger AUM and broader index, and niche players like DPST and FTXO that offer leveraged or targeted exposure. IAT's advantage lies in its brand recognition, while KRE's lower expense ratio and broader index could be advantageous. DPST and FTXO offer higher risk and reward potential.
Financial Performance
Historical Performance: Historical performance data is not provided and requires real time market data.
Benchmark Comparison: Benchmark comparison requires real time market data.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IAT's average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting adequate liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth significantly impact regional banks and, therefore, IAT. Regulatory changes and regional economic conditions also play a crucial role.
Growth Trajectory
IAT's growth trajectory depends on the health of the U.S. regional banking sector. Changes in regulatory environment, interest rates, and economic growth influence its holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
IAT benefits from BlackRock's strong brand and vast resources. Its strategy of tracking the Dow Jones U.S. Select Regional Banks Index provides targeted exposure to the sector. IAT's expense ratio, while not the lowest, is competitive. The fundu2019s established track record also contributes to its appeal.
Risk Analysis
Volatility
IAT's volatility mirrors that of the regional banking sector, which can be sensitive to interest rate changes and economic cycles.
Market Risk
The ETF is subject to market risk associated with the regional banking sector, including credit risk, interest rate risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. regional banking sector and those who believe in the growth potential of regional banks may find IAT suitable.
Market Risk
IAT is best suited for investors with a moderate to high risk tolerance and a long-term investment horizon.
Summary
The iShares U.S. Regional Banks ETF (IAT) provides targeted exposure to U.S. regional bank stocks, tracking the Dow Jones U.S. Select Regional Banks Index. Managed by BlackRock, a reputable issuer, IAT offers investors a way to participate in the potential growth of the regional banking sector. However, it is subject to market risks, including interest rate sensitivity and regulatory changes. This ETF is better suited to investors with moderate risk tolerance and a long term investment horizon seeking exposure to that specific niche. Investors should compare this to other alternatives such as KRE which has much larger AUM.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
Data is based on available information and may be subject to change. Investment decisions should be based on individual circumstances and risk tolerance. This is not investment advice.
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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