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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 160 increasing their positions, 153 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.23%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.63%
New
43
Increased
160
Reduced
153
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
C1AG
301
Client 1st Advisory Group
Florida
$283K -$11.1K -220 -4%
GS
302
GWN Securities
Florida
$281K -$94.2K -1,860 -25%
NL
303
Navalign LLC
California
$281K
LA
304
Lifeworks Advisors
Michigan
$278K +$278K +5,490 New
Corient Private Wealth
305
Corient Private Wealth
Florida
$269K +$269K +5,316 New
EFG
306
Embree Financial Group
Illinois
$268K -$1.57K -31 -0.6%
OFS
307
OneAscent Financial Services
Alabama
$265K +$265K +5,227 New
Baird Financial Group
308
Baird Financial Group
Wisconsin
$265K +$265K +5,228 New
AFG
309
Atomi Financial Group
New York
$255K +$26.6K +525 +12%
BWM
310
BankPlus Wealth Management
Mississippi
$255K +$2.74K +54 +1%
FHA
311
First Horizon Advisors
Tennessee
$253K +$56K +1,105 +28%
GWMR
312
GC Wealth Management RIA
Massachusetts
$249K +$249K +4,908 New
MMHP
313
Murphy Middleton Hinkle & Parker
Georgia
$248K
QWP
314
Quotient Wealth Partners
Texas
$237K
Northern Trust
315
Northern Trust
Illinois
$232K
SFS
316
Sowell Financial Services
Arkansas
$230K +$230K +4,535 New
EWM
317
Endowment Wealth Management
Wisconsin
$224K +$21.3K +421 +11%
FFG
318
Fiduciary Financial Group
California
$222K +$222K +4,397 New
GWM
319
Gibbs Wealth Management
Georgia
$220K +$220K +4,351 New
ARC
320
Advisor Resource Council
Texas
$219K -$928K -18,327 -81%
BPWM
321
Badgley Phelps Wealth Managers
Washington
$217K -$62.4K -1,232 -22%
XT
322
XTX Topco
Cayman Islands
$216K +$216K +4,260 New
PA
323
PFG Advisors
Arizona
$215K +$215K +4,236 New
CC
324
Copperleaf Capital
North Carolina
$214K -$78.3K -1,545 -27%
AQR Capital Management
325
AQR Capital Management
Connecticut
$207K +$207K +4,088 New