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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
PAS
301
PKS Advisory Services
New York
$295K
Ameriprise
302
Ameriprise
Minnesota
$288K
NL
303
NWAM LLC
Washington
$286K
NL
304
Navalign LLC
California
$281K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$275K
EFA
306
Evernest Financial Advisors
Indiana
$270K
MWM
307
Mission Wealth Management
California
$269K
C1AG
308
Client 1st Advisory Group
Florida
$262K
GWMR
309
GC Wealth Management RIA
Massachusetts
$258K
BWM
310
BankPlus Wealth Management
Mississippi
$257K
GS
311
GWN Securities
Florida
$255K
LA
312
Lifeworks Advisors
Michigan
$243K
EA
313
Ergawealth Advisors
Illinois
$241K
QWP
314
Quotient Wealth Partners
Texas
$237K
AFG
315
Atomi Financial Group
New York
$234K
AWM
316
Avior Wealth Management
Nebraska
$233K
CAM
317
Concorde Asset Management
Michigan
$233K
Northern Trust
318
Northern Trust
Illinois
$231K
SP
319
Stonebrook Private
Michigan
$227K
EWM
320
Endowment Wealth Management
Wisconsin
$225K
AFP
321
Ausdal Financial Partners
Iowa
$225K
FFG
322
Fiduciary Financial Group
California
$224K
AQR Capital Management
323
AQR Capital Management
Connecticut
$221K
GS
324
GTS Securities
New York
$219K
SFS
325
Sowell Financial Services
Arkansas
$217K