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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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: 130 | Existing positions reduced: 186

Holders
382
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
RA
251
RFG Advisory
Alabama
$583K
WC
252
Waterloo Capital
Texas
$568K
CFA
253
Cahill Financial Advisors
Minnesota
$566K
AWMS
254
Advocacy Wealth Management Services
Georgia
$559K
VA
255
Valmark Advisers
Ohio
$558K
FCIM
256
Fairview Capital Investment Management
California
$553K
Natixis Advisors
257
Natixis Advisors
Massachusetts
$531K
DAS
258
Diversify Advisory Services
Utah
$525K
SEIA
259
Signature Estate & Investment Advisors
California
$520K
AWM
260
Able Wealth Management
New Jersey
$510K
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$499K
LWM
262
Liberty Wealth Management
California
$497K
PFP
263
Pinnacle Financial Partners
Tennessee
$494K
CF
264
Clarity Financial
Texas
$490K
BIA
265
Bigelow Investment Advisors
Maine
$484K
PJSIMP
266
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K
MAM
267
Madison Asset Management
Wisconsin
$479K
CWM
268
Copia Wealth Management
Oregon
$461K
SW
269
Simplicity Wealth
New Jersey
$459K
FHA
270
Flagship Harbor Advisors
Massachusetts
$458K
CTI
271
Community Trust & Investment
Kentucky
$456K
ACA
272
Aptus Capital Advisors
Alabama
$449K
GWANC
273
Guardian Wealth Advisors (North Carolina)
North Carolina
$449K
IFWM
274
Institute for Wealth Management
Colorado
$435K
SAM
275
Secure Asset Management
Michigan
$434K