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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: 132 | Existing positions reduced: 188

Holders
385
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
GF
226
Gries Financial
Ohio
$758K
BWP
227
Balboa Wealth Partners
Arizona
$755K
PCIA
228
Prime Capital Investment Advisors
Kansas
$753K
RFN
229
Redwood Financial Network
Ohio
$728K
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$727K
PTC
231
Private Trust Company
Ohio
$715K
GWM
232
Geneos Wealth Management
Colorado
$707K
TWA
233
TCI Wealth Advisors
Arizona
$693K
TFA
234
Transamerica Financial Advisors
Florida
$691K
KWM
235
Keebeck Wealth Management
Illinois
$690K
MCM
236
MAI Capital Management
Ohio
$685K
PCA
237
Prosperity Capital Advisors
Ohio
$682K
BEC
238
Blue Edge Capital
Virginia
$676K
UB
239
UMB Bank
Missouri
$671K
SWA
240
Stratos Wealth Advisors
Ohio
$668K
PFM
241
Potomac Fund Management
Florida
$668K
BJL
242
Brighton Jones LLC
Washington
$664K
MFG
243
Merit Financial Group
Georgia
$654K
RIA
244
Regal Investment Advisors
Michigan
$652K
RWA
245
Redmont Wealth Advisors
Illinois
$650K
Goldman Sachs
246
Goldman Sachs
New York
$634K
IA
247
Integrity Alliance
Iowa
$629K
EGA
248
Eagle Global Advisors
Texas
$620K
T
249
Tidemark
California
$618K
PWM
250
PBMares Wealth Management
Virginia
$610K