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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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: 130 | Existing positions reduced: 186

Holders
382
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
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$422K
Lido Advisors
277
Lido Advisors
California
$415K
RFS
278
Richardson Financial Services
Massachusetts
$410K
HF
279
HRT Financial
New York
$408K
LSIA
280
LaSalle St. Investment Advisors
Illinois
$408K
SFC
281
Strategic Financial Concepts
Texas
$398K
MCI
282
MRP Capital Investments
Georgia
$395K
DADC
283
D.A. Davidson & Co
Montana
$394K
Brown Advisory
284
Brown Advisory
Maryland
$385K
BB
285
Busey Bank
Illinois
$371K
MG
286
Mather Group
Illinois
$367K
SWP
287
Strategic Wealth Partners
Ohio
$359K
AWA
288
Arete Wealth Advisors
Illinois
$358K
AIA
289
Accelerate Investment Advisors
California
$353K
SSWM
290
Strait & Sound Wealth Management
California
$346K
P
291
&Partners
Tennessee
$342K
TMWM
292
Taylor & Morgan Wealth Management
Michigan
$323K
BWG
293
Boomfish Wealth Group
Georgia
$313K
MMHP
294
Murphy Middleton Hinkle & Parker
Georgia
$308K
WCM
295
Winebrenner Capital Management
Kentucky
$306K
TA
296
Tactive Advisors
Florida
$303K
PCP
297
Proficio Capital Partners
Massachusetts
$298K
PAS
298
PKS Advisory Services
New York
$295K
Ameriprise
299
Ameriprise
Minnesota
$288K
NL
300
NWAM LLC
Washington
$286K