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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
PDL
51
Portfolio Design Labs
California
$17.2M
Jones Financial Companies
52
Jones Financial Companies
Missouri
$16.1M
CRWM
53
Castle Rock Wealth Management
California
$15.4M
IA
54
IFP Advisors
Florida
$15M
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$14.8M
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$14.7M
AG
57
Ascent Group
Virginia
$14M
WGL
58
Wellington Grp LLC
Indiana
$13.6M
JWCA
59
J.W. Cole Advisors
Florida
$12.8M
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$12.6M
EWM
61
Elmwood Wealth Management
California
$12.5M
FFS
62
Founders Financial Securities
Maryland
$12.5M
SOS
63
Silver Oak Securities
Tennessee
$12.4M
WMG
64
WESCAP Management Group
California
$12.4M
JP Morgan Chase
65
JP Morgan Chase
New York
$12.3M
SMAM
66
Sugar Maple Asset Management
Wisconsin
$12.2M
PAG
67
Private Advisor Group
New Jersey
$12.1M
OAS
68
Optivise Advisory Services
Tennessee
$11.7M
AFWM
69
Arta Finance Wealth Management
California
$11.5M
HKIMG
70
Hutchens & Kramer Investment Management Group
Indiana
$11.2M
GT
71
Glenview Trust
Kentucky
$10.8M
HIC
72
Hartline Investment Corp
Illinois
$10.8M
LWAM
73
Legacy Wealth Asset Management
Minnesota
$10.1M
BCI
74
Brinker Capital Investments
Pennsylvania
$10.1M
WA
75
Waverly Advisors
Alabama
$9.28M