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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$933K -$828K -16,371 -47%
GWM
227
GSB Wealth Management
Connecticut
$922K +$253 +5 +0%
SC
228
Sykon Capital
New York
$921K -$81.5K -1,613 -8%
CG
229
CFO4Life Group
Texas
$920K +$31.4K +622 +4%
HWA
230
HCR Wealth Advisors
California
$918K
BAM
231
BTS Asset Management
Massachusetts
$899K -$8.6K -170 -0.9%
CWM
232
Centurion Wealth Management
Virginia
$870K -$596K -11,787 -41%
IDA
233
Intelligence Driven Advisers
California
$863K +$351K +6,944 +69%
RIA
234
Regal Investment Advisors
Michigan
$851K +$104K +2,060 +14%
LWM
235
Liberty Wealth Management
California
$834K +$427K +8,438 +105%
BWP
236
Balboa Wealth Partners
Arizona
$831K
CCFM
237
Clear Creek Financial Management
Washington
$810K +$809K +16,004 New
AWA
238
Arkadios Wealth Advisors
Georgia
$767K -$138K -2,731 -15%
PFM
239
Potomac Fund Management
Florida
$754K +$117K +2,314 +18%
PFS
240
Prospera Financial Services
Texas
$749K -$5K -99 -0.7%
AFP
241
Ausdal Financial Partners
Iowa
$746K +$745K +14,733 New
CC
242
Cypress Capital
Tennessee
$714K -$7M -138,538 -91%
PCIA
243
Prime Capital Investment Advisors
Kansas
$713K -$5.61K -111 -0.8%
MCM
244
MAI Capital Management
Ohio
$709K -$74.9K -1,481 -10%
PS
245
Principal Securities
Iowa
$707K +$24.5K +484 +4%
FTUS
246
Flow Traders U.S.
New York
$704K -$1.33M -26,253 -65%
SC
247
Slow Capital
California
$693K -$569K -11,249 -45%
GS
248
GTS Securities
New York
$684K -$604K -11,945 -47%
NA
249
NewEdge Advisors
Louisiana
$672K -$146K -2,892 -18%
WA
250
WESPAC Advisors
California
$670K -$142K -2,801 -17%