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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
226
Blue Edge Capital
Virginia
$814K
SAM
227
Secure Asset Management
Michigan
$807K
IDA
228
Intelligence Driven Advisers
California
$776K
BWP
229
Balboa Wealth Partners
Arizona
$756K
MA
230
MONECO Advisors
Connecticut
$744K
PWP
231
Parkwoods Wealth Partners
New York
$741K
FWM
232
FLP Wealth Management
Arkansas
$738K
IWM
233
IHT Wealth Management
Illinois
$733K
Truist Financial
234
Truist Financial
North Carolina
$731K
RA
235
RFG Advisory
Alabama
$731K
PFM
236
Potomac Fund Management
Florida
$728K
TWA
237
TCI Wealth Advisors
Arizona
$728K
SPIA
238
Steward Partners Investment Advisory
New York
$705K
TAM
239
Titleist Asset Management
Texas
$704K
PPA
240
Painted Porch Advisors
California
$702K
NL
241
NWAM LLC
Washington
$699K
AFP
242
Ausdal Financial Partners
Iowa
$692K
TC
243
TownSquare Capital
Utah
$675K
MFG
244
Magnus Financial Group
New York
$675K
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$662K
DAS
246
Diversify Advisory Services
Utah
$642K
T
247
Tidemark
California
$619K
FCIM
248
Fairview Capital Investment Management
California
$589K
EGA
249
Eagle Global Advisors
Texas
$586K
Ameriprise
250
Ameriprise
Minnesota
$584K