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iShares Treasury Floating Rate Bond ETF

388 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, 134 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 189

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
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
AssetMark Inc
26
AssetMark Inc
California
$35.7M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$32.6M
FWI
28
Facet Wealth Inc
Maryland
$31.1M
Jones Financial Companies
29
Jones Financial Companies
Missouri
$29.6M
JIP
30
Jaffetilchin Investment Partners
Florida
$28.6M
LWANC
31
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.4M
WFS
32
Walker Financial Services
Kentucky
$27.6M
IFS
33
Ifrah Financial Services
Arkansas
$25.8M
MAM
34
Milestone Asset Management
Pennsylvania
$25.4M
OIA
35
OneDigital Investment Advisors
Kansas
$25.1M
LC
36
Landaas & Company
Wisconsin
$25.1M
NRI
37
NFP Retirement Inc
California
$23.6M
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$22.5M
BFG
39
Beacon Financial Group
Texas
$21.9M
MML Investors Services
40
MML Investors Services
Massachusetts
$21.7M
WCG
41
Weaver Consulting Group
California
$21.5M
SL
42
Summitry LLC
California
$20.4M
HighTower Advisors
43
HighTower Advisors
Illinois
$18.7M
PAG
44
Private Advisor Group
New Jersey
$18.4M
GRP
45
Global Retirement Partners
California
$17.5M
SLFPAM
46
St. Louis Financial Planners Asset Management
Missouri
$17.3M
Creative Planning
47
Creative Planning
Kansas
$17.2M
CRWM
48
Castle Rock Wealth Management
California
$17.1M
Betterment LLC
49
Betterment LLC
New York
$16.8M
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$16.2M