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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
Salem Investment Counselors
North Carolina
$3.49K +$3.49K +69 New
SRCM
402
Signature Resources Capital Management
California
$3.19K +$3.19K +63 New
ATS
403
Ashton Thomas Securities
New York
$3.14K +$3.13K +62 New
EWA
404
EverSource Wealth Advisors
Alabama
$2.38K
RIL
405
Rothschild Investment LLC
Illinois
$1.52K
BWL
406
Bogart Wealth LLC
Virginia
$1.37K
HIA
407
Harbor Investment Advisory
Maryland
$1.27K +$152 +3 +14%
TPWA
408
Twin Peaks Wealth Advisors
California
$1.24K +$1.21K +24 New
GPFA
409
Game Plan Financial Advisors
Ohio
$709 +$708 +14 New
CPG
410
Cornerstone Planning Group
New Jersey
$610 -$6.32K -125 -91%
SS
411
Sunbelt Securities
Texas
$397
EP
412
Essential Partners
California
$152
GWSA
413
Global Wealth Strategies & Associates
Colorado
$152
SIM
414
Synergy Investment Management
Florida
$51 +$51 +1 New
AWM
415
Axxcess Wealth Management
California
-$50.4M -998,661 Closed
ECA
416
Elevation Capital Advisory
Oregon
-$6.56M -130,057 Closed
AIA
417
Acute Investment Advisory
Arizona
-$3.06M -60,708 Closed
Jane Street
418
Jane Street
New York
-$2.11M -41,882 Closed
HH
419
Hilltop Holdings
Texas
-$2.11M -41,768 Closed
WWM
420
Westwood Wealth Management
California
-$2.1M -41,616 Closed
CCA
421
Cypress Capital Advisors
Tennessee
-$1.89M -37,419 Closed
TRCT
422
Tower Research Capital (TRC)
New York
-$1.64M -32,551 Closed
BFG
423
Broussard Financial Group
Louisiana
-$1.12M -22,137 Closed
WA
424
Win Advisors
Florida
-$892K -17,673 Closed
RFN
425
Redwood Financial Network
Ohio
-$746K -14,789 Closed