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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
ACP
401
Aveo Capital Partners
Colorado
BAM
402
Belpointe Asset Management
Nevada
Corient Private Wealth
403
Corient Private Wealth
Florida
WAM
404
WealthTrust Asset Management
Florida
KIM
405
Karpus Investment Management
New York
PWA
406
Physician Wealth Advisors
Utah
PAG
407
Private Advisory Group
Washington
GA
408
GSG Advisors
New Jersey
PA
409
Pinnacle Associates
New York
SSWM
410
Sheets Smith Wealth Management
North Carolina
RF
411
RHS Financial
California
JAG
412
Journey Advisory Group
Kentucky
APW
413
Austin Private Wealth
Texas
Thrivent Financial for Lutherans
414
Thrivent Financial for Lutherans
Minnesota
SCA
415
Snowden Capital Advisors
New York
CWP
416
Core Wealth Partners
California
FPAS
417
Focus Partners Advisor Solutions
Missouri
SA
418
Skyline Advisors
Washington
XT
419
XTX Topco
Cayman Islands
PI
420
PFG Investments
New York
KDA
421
Kraft Davis & Associates
Missouri
LA
422
Lifeworks Advisors
Michigan
ICMM
423
Integrated Capital Management (Michigan)
Michigan
JIC
424
JRM Investment Counsel
Nebraska
WTC
425
WhitTier Trust Company
Nevada