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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: 132 | Existing positions reduced: 188

Holders
385
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
BPWM
326
Badgley Phelps Wealth Managers
Washington
$217K
ARC
327
Advisor Resource Council
Texas
$216K
CC
328
Copperleaf Capital
North Carolina
$213K
SVWG
329
Shared Vision Wealth Group
United States
$210K
GWM
330
Gibbs Wealth Management
Georgia
$210K
CF
331
Cyr Financial
Illinois
$208K
MAM
332
Mainsail Asset Management
Alabama
$203K
NW
333
NewEdge Wealth
Pennsylvania
$202K
HI
334
Harbour Investments
Wisconsin
$180K
IRC
335
Investors Research Corp
Georgia
$178K
VWWMG
336
Vermillion & White Wealth Management Group
Pennsylvania
$152K
BBHC
337
Brown Brothers Harriman & Co
New York
$142K
LWMI
338
Legacy Wealth Management (Idaho)
Idaho
$139K
CIAS
339
Capital Investment Advisory Services
North Carolina
$138K
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$128K
TCPW
341
Twin City Private Wealth
North Carolina
$121K
AA
342
Ancora Advisors
Ohio
$120K
NCM
343
Northwest Capital Management
Oregon
$107K
FFA
344
Founders Financial Alliance
North Carolina
$107K
AA
345
Addison Advisors
Vermont
$103K
CFP
346
Comprehensive Financial Planning
Pennsylvania
$94.1K
WP
347
WealthShield Partners
North Carolina
$83.1K
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$83K
GWSG
349
GPS Wealth Strategies Group
Colorado
$71K
IWM
350
IMG Wealth Management
Florida
$69.1K