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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: 132 | Existing positions reduced: 188

Holders
385
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
ACA
276
Aptus Capital Advisors
Alabama
$449K
GWANC
277
Guardian Wealth Advisors (North Carolina)
North Carolina
$449K
IFWM
278
Institute for Wealth Management
Colorado
$435K
SAM
279
Secure Asset Management
Michigan
$434K
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$422K
Lido Advisors
281
Lido Advisors
California
$415K
RFS
282
Richardson Financial Services
Massachusetts
$410K
HF
283
HRT Financial
New York
$408K
LSIA
284
LaSalle St. Investment Advisors
Illinois
$408K
SFC
285
Strategic Financial Concepts
Texas
$398K
DADC
286
D.A. Davidson & Co
Montana
$394K
Brown Advisory
287
Brown Advisory
Maryland
$385K
BB
288
Busey Bank
Illinois
$371K
MG
289
Mather Group
Illinois
$367K
SWP
290
Strategic Wealth Partners
Ohio
$359K
AWA
291
Arete Wealth Advisors
Illinois
$358K
AIA
292
Accelerate Investment Advisors
California
$353K
SSWM
293
Strait & Sound Wealth Management
California
$346K
P
294
&Partners
Tennessee
$342K
TMWM
295
Taylor & Morgan Wealth Management
Michigan
$323K
BWG
296
Boomfish Wealth Group
Georgia
$313K
MMHP
297
Murphy Middleton Hinkle & Parker
Georgia
$308K
WCM
298
Winebrenner Capital Management
Kentucky
$306K
TA
299
Tactive Advisors
Florida
$303K
PCP
300
Proficio Capital Partners
Massachusetts
$298K