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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
WA
376
WestEnd Advisors
North Carolina
$6.83K +$607 +12 +10%
SIC
377
Salem Investment Counselors
North Carolina
$6.53K
SAM
378
Smartleaf Asset Management
Massachusetts
$6.22K +$6.22K +123 New
OAJ
379
Ogorek Anthony Joseph
New York
$5K +$51 +1 +1%
CFD
380
Creative Financial Designs
Indiana
$4.75K
RF
381
Robbins Farley
New Hampshire
$4.35K -$25.7K -508 -86%
AF
382
Advisornet Financial
Minnesota
$4.25K
ATS
383
Ashton Thomas Securities
New York
$3.14K +$3.13K +62 New
DF
384
Dunhill Financial
United Kingdom
$2.43K -$2.43K -48 Closed
EWA
385
EverSource Wealth Advisors
Alabama
$2.38K
HWM
386
Hemington Wealth Management
Virginia
$2K
RIL
387
Rothschild Investment LLC
Illinois
$1.52K
BWL
388
Bogart Wealth LLC
Virginia
$1.37K
HIA
389
Harbor Investment Advisory
Maryland
$1.11K
SS
390
Sunbelt Securities
Texas
$390 -$404 -8 -50%
EP
391
Essential Partners
California
$152
GWSA
392
Global Wealth Strategies & Associates
Colorado
$152
VBFG
393
Vishria Bird Financial Group
Tennessee
-$7.06M -139,471 Closed
ECA
394
Elevation Capital Advisory
Oregon
-$2.75M -54,282 Closed
SIA
395
SkyView Investment Advisors
New Jersey
-$1.54M -30,328 Closed
AA
396
ArborFi Advisors
Michigan
-$1.4M -27,561 Closed
JWM
397
JGP Wealth Management
Oregon
-$915K -18,057 Closed
VWM
398
Vigilare Wealth Management
Arizona
-$831K -16,412 Closed
TRCT
399
Tower Research Capital (TRC)
New York
-$741K -14,622 Closed
PPA
400
Painted Porch Advisors
California
-$710K -14,017 Closed