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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
UCFA
76
United Capital Financial Advisors
Texas
$9.45M
VHAM
77
Van Hulzen Asset Management
California
$9.16M
LCM
78
Lunt Capital Management
Utah
$9.12M
OAS
79
Optivise Advisory Services
Tennessee
$9.11M
BCI
80
Brinker Capital Investments
Pennsylvania
$9M
LWAM
81
Legacy Wealth Asset Management
Minnesota
$8.94M
EW
82
Element Wealth
Mississippi
$8.93M
LC
83
Luminist Capital
Michigan
$8.37M
NCM
84
New Capital Management
Texas
$8.22M
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$8.2M
AWA
86
Aquire Wealth Advisors
Utah
$8.06M
AHC
87
Anderson Hoagland & Co
Missouri
$7.96M
CC
88
Cypress Capital
Tennessee
$7.69M
GCM
89
Generation Capital Management
New York
$7.65M
MCA
90
Magnolia Capital Advisors
Mississippi
$7.59M
PWM
91
Perigon Wealth Management
California
$7.13M
SA
92
Sovran Advisors
California
$7.08M
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$6.99M
CWA
94
Capital Wealth Alliance
Arizona
$6.98M
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$6.38M
SW
96
SteelPeak Wealth
California
$6.27M
MA
97
Mutual Advisors
Nebraska
$6.24M
GAM
98
Gotham Asset Management
New York
$6.15M
MBT
99
Montecito Bank & Trust
California
$6.03M
PAWA
100
Palo Alto Wealth Advisors
California
$5.68M