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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 4742 (-5)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
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 Sellers

1 -$34.5M
2 -$29.5M
3 -$28.5M
4
Bank of America
Bank of America
North Carolina
-$21.2M
5
BW
BIP Wealth
Georgia
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
226
Keystone Financial Group (Kentucky)
Kentucky
$727K
PTC
227
Private Trust Company
Ohio
$715K
GWM
228
Geneos Wealth Management
Colorado
$707K
TWA
229
TCI Wealth Advisors
Arizona
$693K
TFA
230
Transamerica Financial Advisors
Florida
$691K
KWM
231
Keebeck Wealth Management
Illinois
$690K
MCM
232
MAI Capital Management
Ohio
$685K
PCA
233
Prosperity Capital Advisors
Ohio
$682K
BEC
234
Blue Edge Capital
Virginia
$676K
UB
235
UMB Bank
Missouri
$671K
SWA
236
Stratos Wealth Advisors
Ohio
$668K
PFM
237
Potomac Fund Management
Florida
$668K
BJL
238
Brighton Jones LLC
Washington
$664K
MFG
239
Merit Financial Group
Georgia
$654K
RIA
240
Regal Investment Advisors
Michigan
$652K
RWA
241
Redmont Wealth Advisors
Illinois
$650K
Goldman Sachs
242
Goldman Sachs
New York
$634K
IA
243
Integrity Alliance
Iowa
$629K
EGA
244
Eagle Global Advisors
Texas
$620K
T
245
Tidemark
California
$618K
PWM
246
PBMares Wealth Management
Virginia
$610K
AWM
247
Adams Wealth Management
Utah
$609K
CI
248
CacheTech Inc
Utah
$609K
SPIA
249
Steward Partners Investment Advisory
New York
$593K
FWM
250
FLP Wealth Management
Arkansas
$589K