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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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.09% less ownership

Funds ownership: 55.93%55.85% (-0.09%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
WFS
26
Walker Financial Services
Kentucky
$39.3M
FWI
27
Facet Wealth Inc
Maryland
$35.4M
AssetMark Inc
28
AssetMark Inc
California
$33.4M
LWANC
29
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.2M
GM
30
GeoWealth Management
Illinois
$31.6M
OWM
31
Omnitrust Wealth Management
Florida
$31.3M
FWA
32
FORM Wealth Advisors
Wisconsin
$29.6M
IFS
33
Ifrah Financial Services
Arkansas
$26.1M
CPCM
34
Cardinal Point Capital Management
Ontario, Canada
$26.1M
PCA
35
Prosperity Capital Advisors
Ohio
$25M
JCM
36
J2 Capital Management
Michigan
$24.5M
OIA
37
OneDigital Investment Advisors
Kansas
$23.5M
MWM
38
Moulton Wealth Management
Washington
$23.3M
BFG
39
Beacon Financial Group
Texas
$22.8M
LC
40
Luminist Capital
Michigan
$22.5M
ATI
41
ARK & TLK Investments
Oklahoma
$22.1M
MA
42
Mutual Advisors
Nebraska
$21.9M
MA
43
MKT Advisors
California
$21.5M
HighTower Advisors
44
HighTower Advisors
Illinois
$21.1M
SL
45
Summitry LLC
California
$20.7M
Betterment LLC
46
Betterment LLC
New York
$20.6M
FFA
47
Farther Finance Advisors
California
$20.1M
Creative Planning
48
Creative Planning
Kansas
$19.4M
WCG
49
Weaver Consulting Group
California
$19.1M
SLFPAM
50
St. Louis Financial Planners Asset Management
Missouri
$18.2M