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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
PTC
276
Private Trust Company
Ohio
$459K
CTI
277
Community Trust & Investment
Kentucky
$455K
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$453K
FHA
279
Flagship Harbor Advisors
Massachusetts
$450K
FCIM
280
Fairview Capital Investment Management
California
$445K
Lido Advisors
281
Lido Advisors
California
$431K
AIA
282
Accelerate Investment Advisors
California
$430K
ACA
283
Aptus Capital Advisors
Alabama
$422K
GWANC
284
Guardian Wealth Advisors (North Carolina)
North Carolina
$422K
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$420K
SPAS
286
Spectrum Planning & Advisory Services
California
$413K
IFWM
287
Institute for Wealth Management
Colorado
$412K
Brown Advisory
288
Brown Advisory
Maryland
$408K
LWM
289
Liberty Wealth Management
California
$406K
CWM
290
Copia Wealth Management
Oregon
$404K
P
291
&Partners
Tennessee
$402K
SAI
292
Savvy Advisors Inc
New York
$396K
MCI
293
MRP Capital Investments
Georgia
$394K
CFA
294
Cahill Financial Advisors
Minnesota
$391K
GIA
295
Gladstone Institutional Advisory
Florida
$390K
SWGC
296
Summit Wealth Group (Colorado)
Colorado
$390K
RFS
297
Richardson Financial Services
Massachusetts
$382K
BB
298
Busey Bank
Illinois
$370K
MG
299
Mather Group
Illinois
$366K
LFAS
300
Level Four Advisory Services
Texas
$359K