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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$18.4M
GWA
52
GGM Wealth Advisors
Maryland
$17.8M
FFS
53
Founders Financial Securities
Maryland
$17M
JCM
54
J2 Capital Management
Michigan
$16.9M
MWM
55
Moulton Wealth Management
Washington
$16.9M
WA
56
Waverly Advisors
Alabama
$16.7M
FFA
57
Farther Finance Advisors
California
$15.7M
Creative Planning
58
Creative Planning
Kansas
$15.4M
HighTower Advisors
59
HighTower Advisors
Illinois
$15.3M
OA
60
Oxbow Advisors
Texas
$15.1M
SLFPAM
61
St. Louis Financial Planners Asset Management
Missouri
$14.7M
VPP
62
Vertex Planning Partners
Illinois
$14.3M
EH
63
Equitable Holdings
New York
$14M
ATI
64
ARK & TLK Investments
Oklahoma
$13.5M
LCM
65
Lunt Capital Management
Utah
$13.4M
Betterment LLC
66
Betterment LLC
New York
$13.1M
SMAM
67
Sugar Maple Asset Management
Wisconsin
$12M
CRWM
68
Castle Rock Wealth Management
California
$11.7M
AI
69
Atria Investments
North Carolina
$11.3M
LWAM
70
Legacy Wealth Asset Management
Minnesota
$11.1M
HCA
71
Heck Capital Advisors
Wisconsin
$10.7M
OPS
72
Orion Portfolio Solutions
Nebraska
$10.5M
BCI
73
Brinker Capital Investments
Pennsylvania
$10.5M
SFG
74
Stonebridge Financial Group
Pennsylvania
$10.5M
MCA
75
Magnolia Capital Advisors
Mississippi
$10.5M