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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 4742 (-5)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
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 Sellers

1 -$34.5M
2 -$29.5M
3 -$28.5M
4
Bank of America
Bank of America
North Carolina
-$21.2M
5
BW
BIP Wealth
Georgia
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$13.7M
EH
52
Equitable Holdings
New York
$13.6M
VPP
53
Vertex Planning Partners
Illinois
$13.6M
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$13.5M
FFA
55
Farther Finance Advisors
California
$13.2M
FFS
56
Founders Financial Securities
Maryland
$12.7M
JCM
57
J2 Capital Management
Michigan
$12.6M
PDL
58
Portfolio Design Labs
California
$12.4M
HIC
59
Hartline Investment Corp
Illinois
$12.3M
JWCA
60
J.W. Cole Advisors
Florida
$12.3M
ATI
61
ARK & TLK Investments
Oklahoma
$11.8M
AI
62
Atria Investments
North Carolina
$11.5M
MA
63
MKT Advisors
California
$11M
EWM
64
Elmwood Wealth Management
California
$10.9M
SMAM
65
Sugar Maple Asset Management
Wisconsin
$10.5M
WMG
66
WESCAP Management Group
California
$10.5M
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$10.5M
MWM
68
Moulton Wealth Management
Washington
$10.4M
JP Morgan Chase
69
JP Morgan Chase
New York
$10.4M
AG
70
Ascent Group
Virginia
$10.2M
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$10.1M
SOS
72
Silver Oak Securities
Tennessee
$10.1M
Cerity Partners
73
Cerity Partners
New York
$9.99M
SFG
74
Stonebridge Financial Group
Pennsylvania
$9.89M
BIG
75
Brookwood Investment Group
Arizona
$9.47M