IAT ETF Analysis: U.S. Regional Banks | NYSE

Financial | NYSE, USA | Market Cap: 613m USD | 12M Return: 26.1% | Charts, Fundamentals & Technical Analysis

Regional Banks, Bank Stocks, Financial Sector, U.S. Equities
Total Rating 70
Safety 71
Buy Signal 0.40
Financial
Category Rotation: -2.6
TER: 0.40%
AUM: 613M
Avg Turnover: 11.0M
Risk 3d forecast
Volatility25.3%
VaR 5th Pctl4.23%
VaR vs Median-7.03%
Reward TTM
Sharpe Ratio0.98
Rel. Str. IBD66.7
Rel. Str. Peer Group91.2
Character TTM
Beta0.974
Beta Downside0.996
Hurst Exponent0.575
Drawdowns 3y
Max DD29.29%
CAGR/Max DD0.80
CAGR/Mean DD3.21

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.4% 27
Feb -0.7% 26
Mar -8.6% 50
Apr +0.2% 10
May -1.1% 22
Jun +1.2% 17
Jul +1.7% 23
Aug +0.2% 8
Sep -2.0% 38
Oct +0.3% 8
Nov +3.3% 37
Dec -1.2% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IAT U.S. Regional Banks

The iShares U.S. Regional Banks ETF (IAT) operates as an index-tracking fund that invests at least 80% of its assets in the component securities of its underlying index, which is composed of U.S. regional bank equities. The fund may allocate up to 20% of its assets to futures, options, and swap contracts, as well as cash and cash equivalents. It may also hold securities outside the underlying index when BlackRock Fund Advisors (BFA), the funds manager, believes such holdings will help the fund track its benchmark more effectively. The fund is structured as non-diversified, meaning it can concentrate holdings in a smaller number of issuers than a diversified fund.

As a sector-focused financial ETF, IAT provides exposure to U.S. regional banks-commercial banks that typically serve specific geographic markets or local economies, distinguishing them from large money center banks operating nationally or globally. Regional banks generally derive revenue from traditional lending activities such as commercial real estate loans, residential mortgages, and small business banking, making their performance sensitive to local economic conditions and interest rate environments.

Headlines to Watch Out For
  • Fed rate cuts compress regional bank net interest margins
  • Commercial real estate losses weigh on regional bank earnings
  • Regional bank loan demand weakens amid economic slowdown
What is the price of IAT shares?

As of July 22, 2026, the stock is trading at USD 63.63 with a total of 264,162 shares traded. Over the past week, the price has changed by +0.68%, over one month by +5.91%, over three months by +9.09% and over the past year by +26.14%.

Current recommended Stop Loss: 60.60 (which is 4.8% or 2.8 ATR below the current price).

Is IAT a buy, sell or hold?

U.S. Regional Banks has no consensus analysts rating.