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iShares Treasury Floating Rate Bond ETF

401 hedge funds and large institutions have $3.57B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

16% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 170

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
MFG
251
Merit Financial Group
Georgia
$619K
CF
252
Centaurus Financial
California
$615K
SW
253
Simplicity Wealth
New Jersey
$611K
IP
254
Indivisible Partners
Florida
$603K
TA
255
Tactive Advisors
Florida
$581K
WC
256
Waterloo Capital
Texas
$575K
SPC
257
Spirepoint Private Client
Florida
$565K
AWMS
258
Advocacy Wealth Management Services
Georgia
$538K
SPIA
259
Steward Partners Investment Advisory
New York
$537K
Truist Financial
260
Truist Financial
North Carolina
$531K
AWM
261
Adams Wealth Management
Utah
$531K
CI
262
CacheTech Inc
Utah
$531K
EWP
263
Evergreen Wealth Partners
Montana
$530K
SEIA
264
Signature Estate & Investment Advisors
California
$524K
T
265
Tidemark
California
$524K
IDA
266
Intelligence Driven Advisers
California
$510K
IA
267
Invested Advisors
Pennsylvania
$505K
RA
268
RFG Advisory
Alabama
$485K
DAS
269
Diversify Advisory Services
Utah
$482K
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K
PFPG
271
Pinnacle Financial Partners (Georgia)
Georgia
$478K
BIA
272
Bigelow Investment Advisors
Maine
$466K
PTC
273
Private Trust Company
Ohio
$459K
CTI
274
Community Trust & Investment
Kentucky
$455K
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$453K