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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
301
Copperleaf Capital
North Carolina
$293K
NL
302
Navalign LLC
California
$281K
BPWM
303
Badgley Phelps Wealth Managers
Washington
$280K
EFG
304
Embree Financial Group
Illinois
$269K
TI
305
TrueMark Investments
Illinois
$255K
KWM
306
Kingsview Wealth Management
Oregon
$253K
BWM
307
BankPlus Wealth Management
Mississippi
$252K
WIA
308
World Investment Advisors
California
$251K
MMHP
309
Murphy Middleton Hinkle & Parker
Georgia
$248K
WFS
310
Walker Financial Services
Kentucky
$241K
QWP
311
Quotient Wealth Partners
Texas
$237K
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K
Northern Trust
313
Northern Trust
Illinois
$232K
WWG
314
West Wealth Group
California
$231K
CAG
315
Csenge Advisory Group
Florida
$231K
AFG
316
Atomi Financial Group
New York
$229K
TJHA
317
Thomas J. Herzfeld Advisors
Florida
$226K
HIP
318
HUB Investment Partners
Texas
$225K
CIAS
319
Capital Investment Advisory Services
North Carolina
$221K
SC
320
Searle & Co
Connecticut
$213K
MAM
321
Mainsail Asset Management
Alabama
$209K
JHC
322
J. Hagan Capital
Kentucky
$208K
HI
323
Harbour Investments
Wisconsin
$206K
CSP
324
Cary Street Partners
Virginia
$206K
EWM
325
Endowment Wealth Management
Wisconsin
$203K