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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Cahill Financial Advisors
Minnesota
$391K -$1.42K -28 -0.4%
AWM
302
Avior Wealth Management
Nebraska
$380K +$145K +2,863 +62%
OMC
303
Old Mission Capital
Illinois
$377K +$376K +7,438 New
BB
304
Busey Bank
Illinois
$371K
MG
305
Mather Group
Illinois
$367K -$354 -7 -0.1%
SAI
306
Savvy Advisors Inc
New York
$365K -$31.9K -630 -8%
RFS
307
Richardson Financial Services
Massachusetts
$365K -$9.35K -185 -3%
SSWM
308
Strait & Sound Wealth Management
California
$356K +$6.67K +132 +2%
Focus Partners Wealth
309
Focus Partners Wealth
Massachusetts
$349K +$348K +6,890 New
SWP
310
Strategic Wealth Partners
Ohio
$342K -$20K -395 -6%
GSEP
311
Golden State Equity Partners
California
$341K +$341K +6,738 New
BIA
312
Bigelow Investment Advisors
Maine
$339K -$128K -2,535 -27%
TFA
313
Transamerica Financial Advisors
Florida
$339K -$387K -7,662 -53%
SIS
314
Sound Income Strategies
Florida
$329K +$330K +6,526 New
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$319K -$103K -2,031 -24%
PTC
316
Private Trust Company
Ohio
$316K -$145K -2,868 -32%
BWG
317
Boomfish Wealth Group
Georgia
$313K
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$308K -$2.7M -53,325 -90%
WCM
319
Winebrenner Capital Management
Kentucky
$306K
TMWM
320
Taylor & Morgan Wealth Management
Michigan
$300K -$24.9K -493 -8%
NL
321
NWAM LLC
Washington
$294K +$4.75K +94 +2%
GOCP
322
Great Oak Capital Partners
Massachusetts
$291K +$74.2K +1,468 +34%
SEIA
323
Signature Estate & Investment Advisors
California
$287K -$239K -4,723 -45%
PCP
324
Proficio Capital Partners
Massachusetts
$284K
TPW
325
Talon Private Wealth
Florida
$282K +$282K +5,577 New