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iShares Treasury Floating Rate Bond ETF

394 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$491M
2 +$42.9M
3 +$32.3M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
376
Ogorek Anthony Joseph
New York
$5K
C
377
Covestor
United Kingdom
$5K
CFD
378
Creative Financial Designs
Indiana
$4.76K
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$4.61K
AF
380
Advisornet Financial
Minnesota
$4.25K
National Bank of Canada
381
National Bank of Canada
Quebec, Canada
$4.05K
CAWM
382
Capital A Wealth Management
Pennsylvania
$3.23K
KFI
383
Key Financial Inc
Pennsylvania
$2.53K
DF
384
Dunhill Financial
United Kingdom
$2.43K
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
TPWA
389
Twin Peaks Wealth Advisors
California
$1.23K
HIA
390
Harbor Investment Advisory
Maryland
$1.11K
CA
391
CoreCap Advisors
Michigan
$810
SS
392
Sunbelt Securities
Texas
$784
IHWM
393
Iron Horse Wealth Management
Iowa
$271
GWSA
394
Global Wealth Strategies & Associates
Colorado
$152
SHIM
395
Stone House Investment Management
Pennsylvania
$5
Renaissance Technologies
396
Renaissance Technologies
New York
CWMGP
397
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
SIA
398
Sovereign Investment Advisors
Arizona
HH
399
Hilltop Holdings
Texas
DL
400
DOHJ LLC
Washington