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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
EWA
376
EverSource Wealth Advisors
Alabama
$2.38K
HWM
377
Hemington Wealth Management
Virginia
$2K
Fidelity Investments
378
Fidelity Investments
Massachusetts
$1.92K
SIM
379
Synergy Investment Management
Florida
$1.72K
CA
380
CoreCap Advisors
Michigan
$1.52K
RIL
381
Rothschild Investment LLC
Illinois
$1.52K
BWL
382
Bogart Wealth LLC
Virginia
$1.37K
HIA
383
Harbor Investment Advisory
Maryland
$1.11K
SS
384
Sunbelt Securities
Texas
$789
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$659
GWSA
386
Global Wealth Strategies & Associates
Colorado
$203
IHWM
387
Iron Horse Wealth Management
Iowa
$18
SHIM
388
Stone House Investment Management
Pennsylvania
$5
SFA
389
Semmax Financial Advisors
North Carolina
$4
FTUS
390
Flow Traders U.S.
New York
SAI
391
Savvy Advisors Inc
New York
Millennium Management
392
Millennium Management
New York
CFGS
393
Concourse Financial Group Securities
Alabama
LTI
394
Laffer Tengler Investments
Tennessee
OMC
395
Old Mission Capital
Illinois
WA
396
Win Advisors
Florida
IAA
397
Independent Advisor Alliance
North Carolina
FIA
398
Foundations Investment Advisors
Arizona
HFO
399
Heritage Family Offices
Arizona
Jane Street
400
Jane Street
New York