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iShares Treasury Floating Rate Bond ETF

390 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 43 funds opening new positions, 160 increasing their positions, 153 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.23%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.63%
New
43
Increased
160
Reduced
153
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UAG
401
United Advisor Group
Ohio
-$543K -10,720 Closed
S4W
402
Solutions 4 Wealth
Texas
-$409K -8,075 Closed
IWS
403
Insight Wealth Strategies
California
-$333K -6,574 Closed
VAM
404
Verity Asset Management
North Carolina
-$302K -5,958 Closed
TI
405
TrueMark Investments
Illinois
-$255K -5,024 Closed
KWM
406
Kingsview Wealth Management
Oregon
-$253K -4,987 Closed
WIA
407
World Investment Advisors
California
-$251K -4,948 Closed
WWG
408
West Wealth Group
California
-$231K -4,578 Closed
CAG
409
Csenge Advisory Group
Florida
-$231K -4,559 Closed
HIP
410
HUB Investment Partners
Texas
-$225K -4,449 Closed
SC
411
Searle & Co
Connecticut
-$213K -4,200 Closed
SCA
412
Southern Capital Advisors
Tennessee
-$201K -3,975 Closed
GWM
413
Graybill Wealth Management
Illinois
-$158K -3,112 Closed
CCM
414
Coldstream Capital Management
Washington
-$145K -2,866 Closed
SAM
415
Smartleaf Asset Management
Massachusetts
-$26.5K -523 Closed
CA
416
Continuum Advisory
Idaho
-$22.3K -441 Closed
CSPIA
417
Cary Street Partners Investment Advisory
Virginia
-$2.94K -58 Closed
SIM
418
Synergy Investment Management
Florida
-$1.72K -34 Closed
OSAM
419
O'Shaughnessy Asset Management
Connecticut
-$659 -13 Closed
SFA
420
Semmax Financial Advisors
North Carolina
-$4