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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
SFS
326
Sowell Financial Services
Arkansas
$217K -$12.1K -239 -5%
BPWM
327
Badgley Phelps Wealth Managers
Washington
$217K
ARC
328
Advisor Resource Council
Texas
$216K -$2.02K -40 -0.9%
CC
329
Copperleaf Capital
North Carolina
$213K -$657 -13 -0.3%
SVWG
330
Shared Vision Wealth Group
United States
$210K -$77.3K -1,530 -27%
GWM
331
Gibbs Wealth Management
Georgia
$210K -$9.76K -193 -4%
CF
332
Cyr Financial
Illinois
$208K +$208K +4,107 New
MAM
333
Mainsail Asset Management
Alabama
$203K +$202 +4 +0.1%
NW
334
NewEdge Wealth
Pennsylvania
$202K +$202K +4,000 New
HI
335
Harbour Investments
Wisconsin
$180K -$17.3K -342 -9%
IRC
336
Investors Research Corp
Georgia
$178K +$7.08K +140 +4%
VWWMG
337
Vermillion & White Wealth Management Group
Pennsylvania
$152K
BBHC
338
Brown Brothers Harriman & Co
New York
$142K +$142K +2,804 New
LWMI
339
Legacy Wealth Management (Idaho)
Idaho
$139K
CIAS
340
Capital Investment Advisory Services
North Carolina
$138K +$455 +9 +0.3%
MCM
341
MV Capital Management
Maryland
$135K +$42.9K +848 +47%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$128K -$58.3K -1,154 -31%
TCPW
343
Twin City Private Wealth
North Carolina
$121K -$16.4K -325 -12%
AA
344
Ancora Advisors
Ohio
$120K -$50.5K -1,000 -30%
NCM
345
Northwest Capital Management
Oregon
$107K
FFA
346
Founders Financial Alliance
North Carolina
$107K
AA
347
Addison Advisors
Vermont
$103K +$61.7K +1,220 +150%
CFP
348
Comprehensive Financial Planning
Pennsylvania
$94.1K -$38K -752 -29%
WP
349
WealthShield Partners
North Carolina
$83.1K -$455 -9 -0.5%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$83K