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iShares Treasury Floating Rate Bond ETF

401 hedge funds and large institutions have $3.57B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

16% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 170

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
BWP
226
Balboa Wealth Partners
Arizona
$829K
NA
227
NewEdge Advisors
Louisiana
$815K
WA
228
WESPAC Advisors
California
$809K
MCM
229
MAI Capital Management
Ohio
$781K
SW
230
SVB Wealth
Massachusetts
$765K
EGA
231
Eagle Global Advisors
Texas
$763K
PFS
232
Prospera Financial Services
Texas
$752K
RFN
233
Redwood Financial Network
Ohio
$746K
RIA
234
Regal Investment Advisors
Michigan
$744K
WWA
235
WCG Wealth Advisors
Nevada
$730K
TFA
236
Transamerica Financial Advisors
Florida
$724K
PCIA
237
Prime Capital Investment Advisors
Kansas
$717K
MFG
238
Magnus Financial Group
New York
$687K
BEC
239
Blue Edge Capital
Virginia
$682K
PS
240
Principal Securities
Iowa
$680K
FF
241
Foundry Financial
California
$677K
GWM
242
Geneos Wealth Management
Colorado
$675K
SCM
243
Steele Capital Management
Iowa
$664K
KFGK
244
Keystone Financial Group (Kentucky)
Kentucky
$660K
IC
245
IEQ Capital
California
$659K
PFM
246
Potomac Fund Management
Florida
$635K
IWM
247
IHT Wealth Management
Illinois
$634K
LSIA
248
LaSalle St. Investment Advisors
Illinois
$634K
DADC
249
D.A. Davidson & Co
Montana
$626K
VA
250
Valmark Advisers
Ohio
$621K