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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: 132 | Existing positions reduced: 188

Holders
385
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
AWM
251
Adams Wealth Management
Utah
$609K
CI
252
CacheTech Inc
Utah
$609K
SPIA
253
Steward Partners Investment Advisory
New York
$593K
FWM
254
FLP Wealth Management
Arkansas
$589K
RA
255
RFG Advisory
Alabama
$583K
WC
256
Waterloo Capital
Texas
$568K
CFA
257
Cahill Financial Advisors
Minnesota
$566K
AWMS
258
Advocacy Wealth Management Services
Georgia
$559K
VA
259
Valmark Advisers
Ohio
$558K
FCIM
260
Fairview Capital Investment Management
California
$553K
Natixis Advisors
261
Natixis Advisors
Massachusetts
$531K
DAS
262
Diversify Advisory Services
Utah
$525K
SEIA
263
Signature Estate & Investment Advisors
California
$520K
AWM
264
Able Wealth Management
New Jersey
$510K
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$499K
LWM
266
Liberty Wealth Management
California
$497K
PFP
267
Pinnacle Financial Partners
Tennessee
$494K
CF
268
Clarity Financial
Texas
$490K
BIA
269
Bigelow Investment Advisors
Maine
$484K
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K
MAM
271
Madison Asset Management
Wisconsin
$479K
CWM
272
Copia Wealth Management
Oregon
$461K
SW
273
Simplicity Wealth
New Jersey
$459K
FHA
274
Flagship Harbor Advisors
Massachusetts
$458K
CTI
275
Community Trust & Investment
Kentucky
$456K