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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
GWSG
351
GPS Wealth Strategies Group
Colorado
$71K +$35.4K +700 +99%
IWM
352
IMG Wealth Management
Florida
$69.1K -$529K -10,472 -88%
GCM
353
Gables Capital Management
Florida
$66.9K
FF
354
Friedenthal Financial
New Jersey
$60.7K +$2.12K +42 +4%
CI
355
CX Institutional
Indiana
$59K
CWP
356
Clark Wealth Partners
Illinois
$53.3K +$1.26K +25 +2%
CFG
357
Chapman Financial Group
Hawaii
$46.3K -$12.6K -250 -21%
Fidelity Investments
358
Fidelity Investments
Massachusetts
$43.6K +$8.49K +168 +24%
NB
359
NBT Bank
New York
$42.1K -$39.5K -781 -94%
MCI
360
MRP Capital Investments
Georgia
$40.5K -$354K -7,000 -90%
SA
361
Scarborough Advisors
Maryland
$36.3K +$303 +6 +0.8%
IBOK
362
Independence Bank of Kentucky
Kentucky
$30.2K
WT
363
Whittier Trust
California
$27.9K +$28K +554 New
CSC
364
Caldwell Sutter Capital
California
$26K
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$17.8K +352 +387%
BlackRock
366
BlackRock
New York
$20.6K +$758 +15 +4%
CMA
367
Cedar Mountain Advisors
Oregon
$17.8K +$202 +4 +1%
CA
368
CoreCap Advisors
Michigan
$17.7K +$16.9K +334 +2,088%
WWA
369
Wealth Watch Advisors
Colorado
$13K +$13K +257 New
RF
370
Rossby Financial
Florida
$9.83K -$69K -1,366 -88%
RFP
371
Root Financial Partners
California
$9.36K +$9.35K +185 New
CPBTD
372
Central Pacific Bank - Trust Division
Hawaii
$9.21K
HNB
373
Huntington National Bank
Ohio
$8.85K
C
374
Covestor
United Kingdom
$8K +$3.74K +74 +82%
CPG
375
Cornerstone Planning Group
New Jersey
$6.91K -$1.16K -23 -14%