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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 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: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
PL
251
PeakShares LLC
Florida
$632K
DADC
252
D.A. Davidson & Co
Montana
$626K
VA
253
Valmark Advisers
Ohio
$621K
MFG
254
Merit Financial Group
Georgia
$619K
CF
255
Centaurus Financial
California
$615K
SW
256
Simplicity Wealth
New Jersey
$611K
IP
257
Indivisible Partners
Florida
$603K
TA
258
Tactive Advisors
Florida
$581K
WC
259
Waterloo Capital
Texas
$575K
SPC
260
Spirepoint Private Client
Florida
$565K
AWMS
261
Advocacy Wealth Management Services
Georgia
$538K
SPIA
262
Steward Partners Investment Advisory
New York
$537K
Truist Financial
263
Truist Financial
North Carolina
$531K
AWM
264
Adams Wealth Management
Utah
$531K
CI
265
CacheTech Inc
Utah
$531K
EWP
266
Evergreen Wealth Partners
Montana
$530K
SEIA
267
Signature Estate & Investment Advisors
California
$524K
T
268
Tidemark
California
$524K
IDA
269
Intelligence Driven Advisers
California
$510K
IA
270
Invested Advisors
Pennsylvania
$505K
RA
271
RFG Advisory
Alabama
$485K
DAS
272
Diversify Advisory Services
Utah
$482K
PJSIMP
273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K
PFPG
274
Pinnacle Financial Partners (Georgia)
Georgia
$478K
BIA
275
Bigelow Investment Advisors
Maine
$466K