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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
276
Community Trust & Investment
Kentucky
$456K -$7.58K -150 -2%
ACA
277
Aptus Capital Advisors
Alabama
$449K -$13K -257 -3%
GWANC
278
Guardian Wealth Advisors (North Carolina)
North Carolina
$449K -$12.9K -256 -3%
IFWM
279
Institute for Wealth Management
Colorado
$435K +$4.3K +85 +1%
SAM
280
Secure Asset Management
Michigan
$434K -$110K -2,174 -20%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$422K -$859 -17 -0.2%
Lido Advisors
282
Lido Advisors
California
$415K +$6.27K +124 +2%
RFS
283
Richardson Financial Services
Massachusetts
$410K -$7.38K -146 -2%
HF
284
HRT Financial
New York
$408K -$206K -4,071 -34%
LSIA
285
LaSalle St. Investment Advisors
Illinois
$408K +$77.3K +1,529 +23%
SFC
286
Strategic Financial Concepts
Texas
$398K -$14K -277 -3%
DADC
287
D.A. Davidson & Co
Montana
$394K -$3.23K -64 -0.8%
Brown Advisory
288
Brown Advisory
Maryland
$385K
BB
289
Busey Bank
Illinois
$371K
MG
290
Mather Group
Illinois
$367K -$1.62K -32 -0.4%
SWP
291
Strategic Wealth Partners
Ohio
$359K +$26.5K +524 +8%
AWA
292
Arete Wealth Advisors
Illinois
$358K +$358K +7,087 New
AIA
293
Accelerate Investment Advisors
California
$353K -$39.1K -774 -10%
SSWM
294
Strait & Sound Wealth Management
California
$346K
P
295
&Partners
Tennessee
$342K -$18.3K -362 -5%
NL
296
NWAM LLC
Washington
$327K -$8.34K -165 -2%
TMWM
297
Taylor & Morgan Wealth Management
Michigan
$323K +$708 +14 +0.2%
BWG
298
Boomfish Wealth Group
Georgia
$313K -$883K -17,460 -74%
MMHP
299
Murphy Middleton Hinkle & Parker
Georgia
$308K +$60.5K +1,196 +24%
WCM
300
Winebrenner Capital Management
Kentucky
$306K -$75.5K -1,494 -20%