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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
276
Blue Line Capital
Illinois
$508K -$593K -11,728 -54%
GWM
277
Geneos Wealth Management
Colorado
$508K -$169K -3,349 -25%
AWMS
278
Advocacy Wealth Management Services
Georgia
$487K -$53K -1,049 -10%
RSWA
279
Robinson Smith Wealth Advisors
Maine
$483K -$450K -8,896 -48%
PFPG
280
Pinnacle Financial Partners (Georgia)
Georgia
$481K +$1.82K +36 +0.4%
SPIA
281
Steward Partners Investment Advisory
New York
$479K -$59.7K -1,181 -11%
TA
282
Tactive Advisors
Florida
$470K -$113K -2,238 -19%
UB
283
UMB Bank
Missouri
$460K +$240K +4,741 +109%
MAM
284
Milestone Asset Management
Pennsylvania
$460K -$3.65M -72,198 -89%
Pathstone Holdings
285
Pathstone Holdings
New Jersey
$455K
AIA
286
Accelerate Investment Advisors
California
$443K +$11.5K +228 +3%
IA
287
Inspire Advisors
Idaho
$436K +$435K +8,613 New
RA
288
RFG Advisory
Alabama
$433K -$53.1K -1,051 -11%
FCIM
289
Fairview Capital Investment Management
California
$427K -$20.2K -400 -5%
AWM
290
Adams Wealth Management
Utah
$424K -$108K -2,131 -20%
CI
291
CacheTech Inc
Utah
$424K -$108K -2,131 -20%
Brown Advisory
292
Brown Advisory
Maryland
$423K +$13.4K +265 +3%
HF
293
HRT Financial
New York
$414K +$414K +8,186 New
IFWM
294
Institute for Wealth Management
Colorado
$414K -$51 -1 -0%
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K -$71.4K -1,413 -15%
ACA
296
Aptus Capital Advisors
Alabama
$398K -$25.4K -503 -6%
AC
297
Apella Capital
Connecticut
$398K +$398K +7,867 New
GWANC
298
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K -$25.4K -502 -6%
SWGC
299
Summit Wealth Group (Colorado)
Colorado
$395K +$3.74K +74 +1%
MCA
300
Magnolia Capital Advisors
Mississippi
$394K -$7.56M -149,536 -95%