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IAT

iShares U.S. Regional Banks ETF (IAT)

$46.2

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
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Upturn Advisory Summary

04/01/2025: IAT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental 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 -2.93%

Avg. Invested days 37

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

2.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 304846	Beta 1.17	52 Weeks Range 37.89 - 56.94	Updated Date 04/2/2025
52 Weeks Range 37.89 - 56.94	Updated Date 04/2/2025

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 the regional banking sector, focusing on companies primarily engaged in traditional banking activities within specific geographic regions.

Reputation and Reliability

BlackRock is a reputable and reliable issuer with a strong track record in the ETF market.

Management Expertise

BlackRock possesses extensive expertise in managing ETFs and tracking various indices.

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 aims to replicate the performance of the Russell 3000 Regional Banks Index.

Composition The ETF holds stocks of U.S. regional banks.

Market Position

Market Share: IAT's market share is substantial but not dominant within the regional bank ETF space.

Total Net Assets (AUM): 505154685.12

Competitors

Key Competitors

KRE
DPST
FTXO
QABA

Competitive Landscape

The regional bank ETF industry is competitive, with KRE dominating. IAT offers a similar exposure but with a different index and weighting methodology. IAT's advantage lies in the iShares brand and potentially slightly lower expense ratio (depending on competitor adjustments). KRE has the advantage of a larger AUM, leading to increased liquidity. DPST is more leveraged.

Financial Performance

Historical Performance: Historical performance varies with market conditions and interest rate environment. Needs specific year-over-year data for an array output.

Benchmark Comparison: Performance closely tracks the Russell 3000 Regional Banks Index.

Expense Ratio: 0.39

Liquidity

Average Trading Volume

The average trading volume of IAT indicates sufficient liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally tight, reflecting adequate liquidity and efficient trading.

Market Dynamics

Market Environment Factors

Economic growth, interest rate changes, regulatory policies, and housing market trends influence IAT's performance.

Growth Trajectory

Growth depends on the health of the regional banking sector and investor sentiment towards financial stocks; strategies and holdings stay fairly consistent.

Moat and Competitive Advantages

Competitive Edge

IAT benefits from BlackRock's established reputation and fund management expertise. The ETF offers targeted exposure to U.S. regional banks, appealing to investors seeking specific sector exposure. Its competitive edge comes from tracking a distinct index within the regional banking space. However, KRE's size and liquidity make it a challenging competitor. IAT's niche index may offer diversification benefits within a portfolio.

Risk Analysis

Volatility

IAT's volatility is correlated with the regional banking sector, which can be sensitive to interest rate fluctuations and economic cycles.

Market Risk

Market risk includes exposure to economic downturns, interest rate hikes, regulatory changes, and credit risk associated with regional bank loans.

Investor Profile

Ideal Investor Profile

Investors seeking targeted exposure to the U.S. regional banking sector, expecting growth from regional economies and interested in dividends.

Market Risk

Suitable for long-term investors with a moderate to high-risk tolerance and an understanding of financial sector dynamics.

Summary

The iShares U.S. Regional Banks ETF (IAT) provides focused exposure to U.S. regional bank stocks. BlackRock's management and the ETF's relatively low expense ratio add to its appeal. However, KRE's dominance presents a competitive challenge. Investors should consider their risk tolerance and the macroeconomic outlook before investing. IAT's performance is closely tied to the health of the regional banking sector.

Similar Companies

DPST

Direxion Daily Regional Banks Bull 3X Shares

$84.76

ETF

ETF

PASS

Sources and Disclaimers

Data Sources:

iShares Official Website
ETF.com
Morningstar
Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.