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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 4742 (-5)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
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 Sellers

1 -$34.5M
2 -$29.5M
3 -$28.5M
4
Bank of America
Bank of America
North Carolina
-$21.2M
5
BW
BIP Wealth
Georgia
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
326
Shared Vision Wealth Group
United States
$210K
GWM
327
Gibbs Wealth Management
Georgia
$210K
CF
328
Cyr Financial
Illinois
$208K
MAM
329
Mainsail Asset Management
Alabama
$203K
NW
330
NewEdge Wealth
Pennsylvania
$202K
HI
331
Harbour Investments
Wisconsin
$180K
IRC
332
Investors Research Corp
Georgia
$178K
VWWMG
333
Vermillion & White Wealth Management Group
Pennsylvania
$152K
BBHC
334
Brown Brothers Harriman & Co
New York
$142K
LWMI
335
Legacy Wealth Management (Idaho)
Idaho
$139K
CIAS
336
Capital Investment Advisory Services
North Carolina
$138K
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$128K
TCPW
338
Twin City Private Wealth
North Carolina
$121K
AA
339
Ancora Advisors
Ohio
$120K
NCM
340
Northwest Capital Management
Oregon
$107K
FFA
341
Founders Financial Alliance
North Carolina
$107K
AA
342
Addison Advisors
Vermont
$103K
CFP
343
Comprehensive Financial Planning
Pennsylvania
$94.1K
WP
344
WealthShield Partners
North Carolina
$83.1K
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$83K
GWSG
346
GPS Wealth Strategies Group
Colorado
$71K
IWM
347
IMG Wealth Management
Florida
$69.1K
GCM
348
Gables Capital Management
Florida
$66.9K
FF
349
Friedenthal Financial
New Jersey
$60.7K
CI
350
CX Institutional
Indiana
$59K