KCM Investment Advisors LLC Has $2.75 Million Stake in iShares U.S. Regional Banks ETF $IAT

KCM Investment Advisors LLC raised its stake in iShares U.S. Regional Banks ETF (NYSEARCA:IAT) by 2.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 55,555 shares of the company’s stock after purchasing an additional 1,429 shares during the quarter. KCM Investment Advisors LLC owned 0.46% of iShares U.S. Regional Banks ETF worth $2,753,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Envestnet Asset Management Inc. grew its holdings in iShares U.S. Regional Banks ETF by 151.8% during the first quarter. Envestnet Asset Management Inc. now owns 76,017 shares of the company’s stock worth $3,545,000 after buying an additional 45,823 shares in the last quarter. Family Firm Inc. lifted its stake in iShares U.S. Regional Banks ETF by 3.2% during the 1st quarter. Family Firm Inc. now owns 30,155 shares of the company’s stock valued at $1,406,000 after acquiring an additional 925 shares in the last quarter. CWM LLC boosted its holdings in iShares U.S. Regional Banks ETF by 23.5% during the 1st quarter. CWM LLC now owns 20,362 shares of the company’s stock worth $949,000 after acquiring an additional 3,876 shares during the last quarter. Larson Financial Group LLC grew its stake in shares of iShares U.S. Regional Banks ETF by 4.0% in the 1st quarter. Larson Financial Group LLC now owns 5,882 shares of the company’s stock worth $274,000 after acquiring an additional 225 shares in the last quarter. Finally, Kestra Private Wealth Services LLC purchased a new stake in shares of iShares U.S. Regional Banks ETF in the first quarter valued at about $347,000.

iShares U.S. Regional Banks ETF Price Performance

IAT opened at $50.29 on Friday. iShares U.S. Regional Banks ETF has a fifty-two week low of $38.30 and a fifty-two week high of $57.69. The firm has a market capitalization of $560.73 million, a P/E ratio of 12.39 and a beta of 0.96. The company’s 50-day moving average is $51.56 and its 200 day moving average is $49.89.

iShares U.S. Regional Banks ETF Company Profile

The iShares U.S. Regional Banks ETF (IAT) is an exchange-traded fund that is based on the DJ US Select \u002F Regional Banks index. The fund tracks the performance of an index of small- and mid-cap regional banks. IAT was launched on May 1, 2006 and is managed by BlackRock.