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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
WWM
401
WJ Wealth Management
Arizona
-$705K -13,911 Closed
RL
402
Retireful LLC
Michigan
-$658K -12,988 Closed
EWP
403
Elevation Wealth Partners
California
-$501K -9,886 Closed
PA
404
Probity Advisors
Texas
-$393K -7,750 Closed
MWA
405
MN Wealth Advisors
Kansas
-$376K -7,419 Closed
PCS
406
Private Client Services
Kentucky
-$319K -6,290 Closed
IAN
407
Integrated Advisors Network
Texas
-$311K -6,132 Closed
Citadel Advisors
408
Citadel Advisors
Florida
-$305K -6,025 Closed
WFA
409
WMG Financial Advisors
Tennessee
-$301K -5,940 Closed
Corient Private Wealth
410
Corient Private Wealth
Florida
-$269K -5,316 Closed
EFG
411
Embree Financial Group
Illinois
-$268K -5,283 Closed
Baird Financial Group
412
Baird Financial Group
Wisconsin
-$265K -5,228 Closed
OFS
413
OneAscent Financial Services
Alabama
-$265K -5,227 Closed
XT
414
XTX Topco
Cayman Islands
-$216K -4,260 Closed
PA
415
PFG Advisors
Arizona
-$215K -4,236 Closed
CSP
416
Cary Street Partners
Virginia
-$206K -4,057 Closed
PVI
417
Pine Valley Investments
New Jersey
-$201K -3,974 Closed
AT
418
Arlington Trust
Alabama
-$39.1K -772 Closed
US Bancorp
419
US Bancorp
Minnesota
-$21.5K -424 Closed
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
-$14.2K -281 Closed
S
421
SignatureFD
Georgia
-$12.7K -251 Closed
AG
422
AmeriFlex Group
Nevada
-$12.3K -244 Closed
T
423
Transce3nd
Texas
-$10.2K -202 Closed
PSFG
424
Park Square Financial Group
Georgia
-$9.93K -196 Closed
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
-$4.05K -80 Closed