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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
RWA
251
Redmont Wealth Advisors
Illinois
$576K
PWM
252
PBMares Wealth Management
Virginia
$566K
VA
253
Valmark Advisers
Ohio
$561K
RIA
254
Regal Investment Advisors
Michigan
$558K
UAG
255
United Advisor Group
Ohio
$543K
AWMS
256
Advocacy Wealth Management Services
Georgia
$538K
SWA
257
Stratos Wealth Advisors
Ohio
$527K
BIA
258
Bigelow Investment Advisors
Maine
$521K
GF
259
Gries Financial
Ohio
$519K
EWP
260
Elevation Wealth Partners
California
$501K
PFP
261
Pinnacle Financial Partners
Tennessee
$497K
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$494K
PA
263
Probity Advisors
Texas
$494K
MCM
264
MAI Capital Management
Ohio
$488K
NP
265
Nilsine Partners
Colorado
$484K
PFS
266
Prospera Financial Services
Texas
$479K
CWM
267
Copia Wealth Management
Oregon
$478K
ACA
268
Aptus Capital Advisors
Alabama
$476K
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$475K
SEIA
270
Signature Estate & Investment Advisors
California
$472K
CTI
271
Community Trust & Investment
Kentucky
$465K
FHA
272
Flagship Harbor Advisors
Massachusetts
$457K
SVWG
273
Shared Vision Wealth Group
United States
$449K
RFN
274
Redwood Financial Network
Ohio
$445K
ECA
275
Elevation Capital Advisory
Oregon
$426K