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iShares Treasury Floating Rate Bond ETF

394 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$491M
2 +$42.9M
3 +$32.3M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M
Bank of America
2
Bank of America
North Carolina
$364M
LPL Financial
3
LPL Financial
California
$308M
Morgan Stanley
4
Morgan Stanley
New York
$209M
UBS Group
5
UBS Group
Switzerland
$135M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$112M
BW
7
BIP Wealth
Georgia
$91.8M
Mariner
8
Mariner
Kansas
$86.6M
FAC
9
Financial Advisory Corporation
Michigan
$82.3M
SFI
10
SPC Financial Inc
Maryland
$71.2M
AIA
11
Arbor Investment Advisors
North Carolina
$68.4M
AWM
12
Axxcess Wealth Management
California
$67.5M
CAAS
13
Capital Asset Advisory Services
Michigan
$66.2M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$65.9M
WANY
15
Wealthspire Advisors (New York)
New York
$65.7M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$57M
Osaic Holdings
17
Osaic Holdings
Arizona
$53.1M
NQWM
18
Northwest Quadrant Wealth Management
Oregon
$50M
BCM
19
Brookstone Capital Management
Illinois
$49.4M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$48.7M
Wells Fargo
21
Wells Fargo
California
$45.7M
SYBT
22
Stock Yards Bank & Trust
Kentucky
$45.2M
Raymond James Financial
23
Raymond James Financial
Florida
$44.2M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$40M
MSAM
25
Moloney Securities Asset Management
Missouri
$38.4M