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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 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: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
GVAG
226
Great Valley Advisor Group
Delaware
$848K
HIP
227
HUB Investment Partners
Texas
$838K
BWP
228
Balboa Wealth Partners
Arizona
$829K
NA
229
NewEdge Advisors
Louisiana
$815K
WA
230
WESPAC Advisors
California
$809K
MCM
231
MAI Capital Management
Ohio
$781K
SW
232
SVB Wealth
Massachusetts
$765K
EGA
233
Eagle Global Advisors
Texas
$763K
PFS
234
Prospera Financial Services
Texas
$752K
RFN
235
Redwood Financial Network
Ohio
$746K
RIA
236
Regal Investment Advisors
Michigan
$744K
WWA
237
WCG Wealth Advisors
Nevada
$730K
TFA
238
Transamerica Financial Advisors
Florida
$724K
PCIA
239
Prime Capital Investment Advisors
Kansas
$717K
MFG
240
Magnus Financial Group
New York
$687K
BEC
241
Blue Edge Capital
Virginia
$682K
PS
242
Principal Securities
Iowa
$680K
FF
243
Foundry Financial
California
$677K
GWM
244
Geneos Wealth Management
Colorado
$675K
SCM
245
Steele Capital Management
Iowa
$664K
KFGK
246
Keystone Financial Group (Kentucky)
Kentucky
$660K
IC
247
IEQ Capital
California
$659K
PFM
248
Potomac Fund Management
Florida
$635K
IWM
249
IHT Wealth Management
Illinois
$634K
LSIA
250
LaSalle St. Investment Advisors
Illinois
$634K