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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
BPWM
351
Badgley Phelps Wealth Managers
Washington
$210K
SI
352
Stirlingshire Investments
New York
$209K +$1.21K +24 +0.6%
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$208K -$11.3K -224 -5%
BC
354
BDFS Capital
Delaware
$208K -$3.39K -67 -2%
MAM
355
Mainsail Asset Management
Alabama
$205K +$556 +11 +0.3%
PCS
356
Private Client Services
Kentucky
$203K +$202K +4,002 New
Vontobel Holding
357
Vontobel Holding
Switzerland
$203K +$202K +4,000 New
CFM
358
Cornerstone Financial Management
Massachusetts
$194K -$73.7K -1,457 -28%
IA
359
IFG Advisory
Georgia
$190K -$1.5M -29,745 -89%
IRC
360
Investors Research Corp
Georgia
$190K +$5.61K +111 +3%
RF
361
Rossby Financial
Florida
$170K +$151K +2,980 +766%
LWMI
362
Legacy Wealth Management (Idaho)
Idaho
$139K
AA
363
Addison Advisors
Vermont
$138K
MCM
364
MV Capital Management
Maryland
$133K +$12.9K +256 +11%
CIAS
365
Capital Investment Advisory Services
North Carolina
$130K -$4.7K -93 -4%
BTI
366
Blue Trust Inc
Georgia
$127K
FFA
367
Founders Financial Alliance
North Carolina
$111K +$3.54K +70 +3%
AFC
368
Ares Financial Consulting
California
$90.1K
AA
369
Ancora Advisors
Ohio
$84.2K -$19.7K -389 -19%
VR
370
Vision Retirement
New Jersey
$70.2K -$79.5K -1,572 -53%
IWM
371
IMG Wealth Management
Florida
$69.1K
IAAG
372
Innovative Asset Advisors Group
Connecticut
$68.3K +$68.3K +1,350 New
WP
373
WealthShield Partners
North Carolina
$67.7K -$14.4K -284 -18%
GCM
374
Gables Capital Management
Florida
$67K
CFP
375
Comprehensive Financial Planning
Pennsylvania
$66.9K -$14.4K -284 -18%