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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
251
Keystone Financial Group (Kentucky)
Kentucky
$666K +$3.74K +74 +0.6%
IC
252
IEQ Capital
California
$661K
AAP
253
Arax Advisory Partners
Colorado
$661K +$656K +12,969 +16,627%
HI
254
Harbour Investments
Wisconsin
$649K +$441K +8,718 +213%
HIP
255
HUB Investment Partners
Texas
$645K -$196K -3,876 -23%
MCI
256
MRP Capital Investments
Georgia
$643K +$248K +4,900 +63%
LSIA
257
LaSalle St. Investment Advisors
Illinois
$640K +$3.69K +73 +0.6%
MFG
258
Merit Financial Group
Georgia
$625K +$3.74K +74 +0.6%
CA
259
Calton & Associates
Florida
$619K -$240K -4,740 -28%
JBA
260
Johnson Bixby & Associates
Washington
$609K -$1.23M -24,368 -67%
GAA
261
Global Assets Advisory
Florida
$602K +$645K +12,764 New
GVAG
262
Great Valley Advisor Group
Delaware
$588K -$262K -5,179 -31%
T
263
Tidemark
California
$587K +$61.1K +1,209 +12%
DWM
264
Diversify Wealth Management
Utah
$584K +$583K +11,537 New
SW
265
Simplicity Wealth
New Jersey
$579K -$34.2K -676 -6%
SW
266
SVB Wealth
Massachusetts
$576K -$191K -3,773 -25%
SPC
267
Spirepoint Private Client
Florida
$567K
AIM
268
Advyzon Investment Management
Illinois
$565K +$564K +11,155 New
CF
269
Centaurus Financial
California
$564K -$52.9K -1,046 -9%
FHA
270
Flagship Harbor Advisors
Massachusetts
$556K +$104K +2,060 +23%
VA
271
Valmark Advisers
Ohio
$540K -$82.2K -1,625 -13%
EGA
272
Eagle Global Advisors
Texas
$535K -$230K -4,550 -30%
EWP
273
Evergreen Wealth Partners
Montana
$532K +$51 +1 +0%
IA
274
Invested Advisors
Pennsylvania
$526K +$19.7K +389 +4%
Truist Financial
275
Truist Financial
North Carolina
$514K -$18.6K -367 -3%