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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
NL
326
Navalign LLC
California
$281K
GWMR
327
GC Wealth Management RIA
Massachusetts
$277K +$15.9K +315 +6%
KWM
328
Kingsview Wealth Management
Oregon
$272K +$271K +5,366 New
PI
329
PFG Investments
New York
$271K +$33.7K +667 +14%
WPC
330
Wedmont Private Capital
Pennsylvania
$270K +$270K +5,338 New
SP
331
Stablepoint Partners
Massachusetts
$269K +$268K +5,308 New
SPAS
332
Spectrum Planning & Advisory Services
California
$267K -$147K -2,900 -35%
DADC
333
D.A. Davidson & Co
Montana
$259K -$368K -7,288 -59%
GS
334
GWN Securities
Florida
$257K +$36.9K +730 +17%
TWC
335
TD Waterhouse Canada
Ontario, Canada
$256K -$2.17K -43 -0.8%
PAS
336
PKS Advisory Services
New York
$244K -$41.6K -823 -15%
CWM
337
Copia Wealth Management
Oregon
$243K -$162K -3,200 -40%
FFG
338
Fiduciary Financial Group
California
$243K -$34.8K -688 -13%
VWA
339
Visionary Wealth Advisors
Illinois
$239K +$239K +4,723 New
MAM
340
Madison Asset Management
Wisconsin
$228K -$105K -2,076 -32%
WJWM
341
Williams Jones Wealth Management
New York
$227K
CF
342
Cyr Financial
Illinois
$222K +$3.79K +75 +2%
WWM
343
Western Wealth Management
Colorado
$220K +$1.82K +36 +0.8%
SFS
344
Sowell Financial Services
Arkansas
$218K
ARC
345
Advisor Resource Council
Texas
$217K
Ameriprise
346
Ameriprise
Minnesota
$216K -$109K -2,162 -34%
IAA
347
Independent Advisor Alliance
North Carolina
$216K +$215K +4,258 New
AA
348
Ascent Advisors
Minnesota
$214K +$155K +3,063 New
OAP
349
One Advisory Partners
Kansas
$213K +$10.1K +199 +5%
WIA
350
World Investment Advisors
California
$212K -$41.5K -821 -16%