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iShares Treasury Floating Rate Bond ETF

398 hedge funds and large institutions have $3.89B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$42.9M
2 +$32.3M
3 +$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stash Investments
New York
$36.6M
AssetMark Inc
27
AssetMark Inc
California
$35.8M
Stifel Financial
28
Stifel Financial
Missouri
$35.7M
SL
29
Summitry LLC
California
$34.7M
RI
30
Rinkey Investments
California
$34.5M
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$33M
FWI
32
Facet Wealth Inc
Maryland
$30.7M
Goldman Sachs
33
Goldman Sachs
New York
$30.1M
NRI
34
NFP Retirement Inc
California
$29.5M
Jones Financial Companies
35
Jones Financial Companies
Missouri
$28M
PAG
36
Private Advisor Group
New Jersey
$27.1M
JIP
37
Jaffetilchin Investment Partners
Florida
$26.9M
IFS
38
Ifrah Financial Services
Arkansas
$25.5M
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.4M
OIA
40
OneDigital Investment Advisors
Kansas
$24.3M
MML Investors Services
41
MML Investors Services
Massachusetts
$22.7M
WCG
42
Weaver Consulting Group
California
$22.7M
HIC
43
Hartline Investment Corp
Illinois
$21.3M
GRP
44
Global Retirement Partners
California
$20.8M
OAS
45
Optivise Advisory Services
Tennessee
$20M
BFG
46
Beacon Financial Group
Texas
$18.7M
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$18.1M
Creative Planning
48
Creative Planning
Kansas
$17.1M
PDL
49
Portfolio Design Labs
California
$16.2M
WA
50
Waverly Advisors
Alabama
$16.2M