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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IDA
226
Intelligence Driven Advisers
California
$758K +$22.3K +441 +3%
GF
227
Gries Financial
Ohio
$758K -$26.3K -521 -3%
BWP
228
Balboa Wealth Partners
Arizona
$755K
PCIA
229
Prime Capital Investment Advisors
Kansas
$753K -$30.9K -611 -4%
RFN
230
Redwood Financial Network
Ohio
$728K +$122K +2,414 +20%
KFGK
231
Keystone Financial Group (Kentucky)
Kentucky
$727K -$114K -2,265 -14%
PTC
232
Private Trust Company
Ohio
$715K +$58.7K +1,162 +9%
GWM
233
Geneos Wealth Management
Colorado
$707K -$164K -3,244 -19%
TWA
234
TCI Wealth Advisors
Arizona
$693K -$10.1K -200 -1%
TFA
235
Transamerica Financial Advisors
Florida
$691K +$690K +13,658 New
KWM
236
Keebeck Wealth Management
Illinois
$690K +$689K +13,635 New
MCM
237
MAI Capital Management
Ohio
$685K -$16.4K -325 -2%
PCA
238
Prosperity Capital Advisors
Ohio
$682K -$10.5M -207,338 -94%
BEC
239
Blue Edge Capital
Virginia
$676K +$5.91K +117 +0.9%
UB
240
UMB Bank
Missouri
$671K +$271K +5,363 +68%
SWA
241
Stratos Wealth Advisors
Ohio
$668K +$18K +356 +3%
PFM
242
Potomac Fund Management
Florida
$668K -$18.9K -374 -3%
BJL
243
Brighton Jones LLC
Washington
$664K +$664K +13,134 New
MFG
244
Merit Financial Group
Georgia
$654K -$6.07K -120 -0.9%
RIA
245
Regal Investment Advisors
Michigan
$652K +$9K +178 +1%
RWA
246
Redmont Wealth Advisors
Illinois
$650K +$75.1K +1,486 +13%
Goldman Sachs
247
Goldman Sachs
New York
$634K -$29.4M -582,196 -98%
IA
248
Integrity Alliance
Iowa
$629K +$86.5K +1,711 +16%
EGA
249
Eagle Global Advisors
Texas
$620K +$50K +990 +9%
T
250
Tidemark
California
$618K