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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
301
Tactive Advisors
Florida
$303K +$12.2K +241 +4%
PCP
302
Proficio Capital Partners
Massachusetts
$298K -$73.8K -1,460 -20%
PAS
303
PKS Advisory Services
New York
$295K +$3.03K +60 +1%
Ameriprise
304
Ameriprise
Minnesota
$288K -$20.3K -401 -7%
NL
305
Navalign LLC
California
$281K
TWC
306
TD Waterhouse Canada
Ontario, Canada
$275K -$20.9K -413 -7%
EFA
307
Evernest Financial Advisors
Indiana
$270K +$270K +5,338 New
MWM
308
Mission Wealth Management
California
$269K +$269K +5,314 New
C1AG
309
Client 1st Advisory Group
Florida
$262K -$20.8K -412 -7%
GWMR
310
GC Wealth Management RIA
Massachusetts
$258K +$9.4K +186 +4%
BWM
311
BankPlus Wealth Management
Mississippi
$257K +$2.78K +55 +1%
GS
312
GWN Securities
Florida
$255K -$25.5K -505 -9%
LA
313
Lifeworks Advisors
Michigan
$243K -$34.7K -686 -12%
EA
314
Ergawealth Advisors
Illinois
$241K +$240K +4,754 New
QWP
315
Quotient Wealth Partners
Texas
$237K
AFG
316
Atomi Financial Group
New York
$234K -$21.5K -425 -8%
AWM
317
Avior Wealth Management
Nebraska
$233K -$111K -2,203 -32%
CAM
318
Concorde Asset Management
Michigan
$233K +$233K +4,611 New
Northern Trust
319
Northern Trust
Illinois
$231K -$1.06K -21 -0.5%
SP
320
Stonebrook Private
Michigan
$227K +$227K +4,484 New
EWM
321
Endowment Wealth Management
Wisconsin
$225K +$1.16K +23 +0.5%
AFP
322
Ausdal Financial Partners
Iowa
$225K -$205K -4,052 -48%
FFG
323
Fiduciary Financial Group
California
$224K +$1.57K +31 +0.7%
AQR Capital Management
324
AQR Capital Management
Connecticut
$221K +$14.6K +289 +7%
GS
325
GTS Securities
New York
$219K +$219K +4,333 New