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iShares Treasury Floating Rate Bond ETF

401 hedge funds and large institutions have $3.57B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

16% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 170

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
PAG
51
Private Advisor Group
New Jersey
$13.6M
JCM
52
J2 Capital Management
Michigan
$13.6M
FFA
53
Farther Finance Advisors
California
$13.5M
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$12.9M
LC
55
Luminist Capital
Michigan
$12.8M
JWCA
56
J.W. Cole Advisors
Florida
$12.8M
SOS
57
Silver Oak Securities
Tennessee
$12.7M
PDL
58
Portfolio Design Labs
California
$12.5M
FFS
59
Founders Financial Securities
Maryland
$12.4M
BCI
60
Brinker Capital Investments
Pennsylvania
$12M
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$11.9M
HA
62
Hamel Associates
New Jersey
$11.9M
Goldman Sachs
63
Goldman Sachs
New York
$11.8M
WMG
64
WESCAP Management Group
California
$11.4M
WA
65
Waverly Advisors
Alabama
$11.3M
MA
66
MKT Advisors
California
$11.1M
IA
67
IFP Advisors
Florida
$11M
MAM
68
Markin Asset Management
New York
$11M
EH
69
Equitable Holdings
New York
$10.5M
HIC
70
Hartline Investment Corp
Illinois
$10.5M
AG
71
Ascent Group
Virginia
$10.3M
MYIA
72
Mount Yale Investment Advisors
Colorado
$10.2M
VAS
73
Vestmark Advisory Solutions
Massachusetts
$10.2M
SMAM
74
Sugar Maple Asset Management
Wisconsin
$9.99M
HKIMG
75
Hutchens & Kramer Investment Management Group
Indiana
$9.6M