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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Able Wealth Management
New Jersey
$232K
BNP Paribas Financial Markets
327
BNP Paribas Financial Markets
France
$229K
WJWM
328
Williams Jones Wealth Management
New York
$226K
TJHA
329
Thomas J. Herzfeld Advisors
Florida
$226K
UB
330
UMB Bank
Missouri
$220K
GS
331
GWN Securities
Florida
$219K
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$219K
CF
333
Cyr Financial
Illinois
$217K
WWM
334
Western Wealth Management
Colorado
$217K
SFS
335
Sowell Financial Services
Arkansas
$217K
GOCP
336
Great Oak Capital Partners
Massachusetts
$216K
ARC
337
Advisor Resource Council
Texas
$216K
CAM
338
Concorde Asset Management
Michigan
$215K
BC
339
BDFS Capital
Delaware
$210K
BPWM
340
Badgley Phelps Wealth Managers
Washington
$209K
LA
341
Lifeworks Advisors
Michigan
$208K
SI
342
Stirlingshire Investments
New York
$207K
HI
343
Harbour Investments
Wisconsin
$207K
MAM
344
Mainsail Asset Management
Alabama
$204K
OAP
345
One Advisory Partners
Kansas
$202K
NW
346
NewEdge Wealth
Pennsylvania
$202K
IRC
347
Investors Research Corp
Georgia
$183K
VWWMG
348
Vermillion & White Wealth Management Group
Pennsylvania
$151K
RWA
349
Redmont Wealth Advisors
Illinois
$149K
LWMI
350
Legacy Wealth Management (Idaho)
Idaho
$138K