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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
MFG
426
Magnus Financial Group
New York
-$687K -13,621 Closed
BEC
427
Blue Edge Capital
Virginia
-$682K -13,521 Closed
PL
428
PeakShares LLC
Florida
-$632K -12,522 Closed
WC
429
Waterloo Capital
Texas
-$575K -11,390 Closed
DAS
430
Diversify Advisory Services
Utah
-$482K -9,536 Closed
CTI
431
Community Trust & Investment
Kentucky
-$455K -9,019 Closed
Lido Advisors
432
Lido Advisors
California
-$431K -8,546 Closed
GIA
433
Gladstone Institutional Advisory
Florida
-$390K -7,738 Closed
AI
434
Atria Investments
North Carolina
-$355K -7,026 Closed
TI
435
TrueMark Investments
Illinois
-$345K -6,844 Closed
RL
436
Retireful LLC
Michigan
-$331K -6,556 Closed
AWA
437
Arete Wealth Advisors
Illinois
-$324K -6,424 Closed
FWM
438
FLP Wealth Management
Arkansas
-$319K -6,314 Closed
EA
439
Ergawealth Advisors
Illinois
-$240K -4,754 Closed
SAM
440
Silvercrest Asset Management
New York
-$236K -4,684 Closed
AWM
441
Able Wealth Management
New Jersey
-$232K -4,601 Closed
CAM
442
Concorde Asset Management
Michigan
-$215K -4,256 Closed
LA
443
Lifeworks Advisors
Michigan
-$208K -4,123 Closed
NW
444
NewEdge Wealth
Pennsylvania
-$202K -4,000 Closed
VWWMG
445
Vermillion & White Wealth Management Group
Pennsylvania
-$151K -2,999 Closed
OC
446
Optima Capital
Oregon
-$62K -1,228 Closed
CFG
447
Chapman Financial Group
Hawaii
-$31K -615 Closed
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
-$17.8K -352 Closed
WWA
449
Wealth Watch Advisors
Colorado
-$14K -277 Closed
KG
450
Kilter Group
New York
-$12.4K -246 Closed