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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
IFWM
276
Institute for Wealth Management
Colorado
$424K
GVAG
277
Great Valley Advisor Group
Delaware
$418K
AIA
278
Accelerate Investment Advisors
California
$417K
S4W
279
Solutions 4 Wealth
Texas
$409K
UB
280
UMB Bank
Missouri
$401K
DADC
281
D.A. Davidson & Co
Montana
$400K
Lido Advisors
282
Lido Advisors
California
$399K
MCI
283
MRP Capital Investments
Georgia
$395K
MFG
284
Merit Financial Group
Georgia
$387K
WCM
285
Winebrenner Capital Management
Kentucky
$382K
LSIA
286
LaSalle St. Investment Advisors
Illinois
$379K
GS
287
GWN Securities
Florida
$375K
MG
288
Mather Group
Illinois
$374K
IA
289
Integrity Alliance
Iowa
$364K
AWM
290
Avior Wealth Management
Nebraska
$344K
IWS
291
Insight Wealth Strategies
California
$333K
MAM
292
Milestone Asset Management
Pennsylvania
$323K
TMWM
293
Taylor & Morgan Wealth Management
Michigan
$322K
SSWM
294
Strait & Sound Wealth Management
California
$320K
AP
295
Aspect Partners
Virginia
$304K
VAM
296
Verity Asset Management
North Carolina
$302K
WFA
297
WMG Financial Advisors
Tennessee
$301K
PAS
298
PKS Advisory Services
New York
$300K
SF
299
Safeguard Financial
Wisconsin
$298K
C1AG
300
Client 1st Advisory Group
Florida
$294K