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iShares Treasury Floating Rate Bond ETF

394 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 44 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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 Buyers

1 +$491M
2 +$42.9M
3 +$32.3M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
PKS Advisory Services
New York
$292K
TA
302
Tactive Advisors
Florida
$291K
SVWG
303
Shared Vision Wealth Group
United States
$288K
C1AG
304
Client 1st Advisory Group
Florida
$283K
GS
305
GWN Securities
Florida
$281K
NL
306
Navalign LLC
California
$281K
LA
307
Lifeworks Advisors
Michigan
$278K
Corient Private Wealth
308
Corient Private Wealth
Florida
$269K
EFG
309
Embree Financial Group
Illinois
$268K
OFS
310
OneAscent Financial Services
Alabama
$265K
Baird Financial Group
311
Baird Financial Group
Wisconsin
$265K
AFG
312
Atomi Financial Group
New York
$255K
BWM
313
BankPlus Wealth Management
Mississippi
$255K
FHA
314
First Horizon Advisors
Tennessee
$253K
GWMR
315
GC Wealth Management RIA
Massachusetts
$249K
MMHP
316
Murphy Middleton Hinkle & Parker
Georgia
$248K
QWP
317
Quotient Wealth Partners
Texas
$237K
Northern Trust
318
Northern Trust
Illinois
$232K
SFS
319
Sowell Financial Services
Arkansas
$230K
EWM
320
Endowment Wealth Management
Wisconsin
$224K
FFG
321
Fiduciary Financial Group
California
$222K
GWM
322
Gibbs Wealth Management
Georgia
$220K
ARC
323
Advisor Resource Council
Texas
$219K
BPWM
324
Badgley Phelps Wealth Managers
Washington
$217K
XT
325
XTX Topco
Cayman Islands
$216K