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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
PBMares Wealth Management
Virginia
$610K +$115K +2,269 +23%
AWM
252
Adams Wealth Management
Utah
$609K -$307K -6,076 -34%
CI
253
CacheTech Inc
Utah
$609K -$307K -6,076 -34%
SPIA
254
Steward Partners Investment Advisory
New York
$593K -$2.53K -50 -0.4%
FWM
255
FLP Wealth Management
Arkansas
$589K -$179K -3,537 -23%
RA
256
RFG Advisory
Alabama
$583K -$90.3K -1,787 -13%
WC
257
Waterloo Capital
Texas
$568K +$567K +11,223 New
CFA
258
Cahill Financial Advisors
Minnesota
$566K -$103K -2,043 -15%
AWMS
259
Advocacy Wealth Management Services
Georgia
$559K -$97.4K -1,926 -15%
VA
260
Valmark Advisers
Ohio
$558K
FCIM
261
Fairview Capital Investment Management
California
$553K -$50.5K -1,000 -8%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$531K +$530K +10,493 New
DAS
263
Diversify Advisory Services
Utah
$525K -$44.8K -887 -8%
SEIA
264
Signature Estate & Investment Advisors
California
$520K -$94.1K -1,862 -15%
AWM
265
Able Wealth Management
New Jersey
$510K -$102K -2,023 -17%
Pathstone Holdings
266
Pathstone Holdings
New Jersey
$499K
LWM
267
Liberty Wealth Management
California
$497K -$14.4K -285 -3%
PFPT
268
Pinnacle Financial Partners (Tennessee)
Tennessee
$494K +$6.97K +138 +1%
CF
269
Clarity Financial
Texas
$490K -$98.8K -1,954 -17%
BIA
270
Bigelow Investment Advisors
Maine
$484K -$25.3K -500 -5%
PJSIMP
271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K +$22K +435 +5%
MAM
272
Madison Asset Management
Wisconsin
$479K +$97.2K +1,922 +25%
CWM
273
Copia Wealth Management
Oregon
$461K -$21.3K -421 -4%
SW
274
Simplicity Wealth
New Jersey
$459K +$459K +9,071 New
FHA
275
Flagship Harbor Advisors
Massachusetts
$458K +$4.65K +92 +1%