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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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: 130 | Existing positions reduced: 186

Holders
382
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
NL
301
Navalign LLC
California
$281K
TWC
302
TD Waterhouse Canada
Ontario, Canada
$275K
EFA
303
Evernest Financial Advisors
Indiana
$270K
MWM
304
Mission Wealth Management
California
$269K
C1AG
305
Client 1st Advisory Group
Florida
$262K
GWMR
306
GC Wealth Management RIA
Massachusetts
$258K
BWM
307
BankPlus Wealth Management
Mississippi
$257K
GS
308
GWN Securities
Florida
$255K
LA
309
Lifeworks Advisors
Michigan
$243K
EA
310
Ergawealth Advisors
Illinois
$241K
QWP
311
Quotient Wealth Partners
Texas
$237K
AFG
312
Atomi Financial Group
New York
$234K
AWM
313
Avior Wealth Management
Nebraska
$233K
CAM
314
Concorde Asset Management
Michigan
$233K
Northern Trust
315
Northern Trust
Illinois
$231K
SP
316
Stonebrook Private
Michigan
$227K
EWM
317
Endowment Wealth Management
Wisconsin
$225K
AFP
318
Ausdal Financial Partners
Iowa
$225K
FFG
319
Fiduciary Financial Group
California
$224K
AQR Capital Management
320
AQR Capital Management
Connecticut
$221K
GS
321
GTS Securities
New York
$219K
SFS
322
Sowell Financial Services
Arkansas
$217K
BPWM
323
Badgley Phelps Wealth Managers
Washington
$217K
ARC
324
Advisor Resource Council
Texas
$216K
CC
325
Copperleaf Capital
North Carolina
$213K