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iShares Treasury Floating Rate Bond ETF

394 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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 Buyers

1 +$491M
2 +$42.9M
3 +$32.3M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
Lunt Capital Management
Utah
$10.5M
LWAM
77
Legacy Wealth Asset Management
Minnesota
$10.4M
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$10.3M
WMG
79
WESCAP Management Group
California
$10.2M
MA
80
Mutual Advisors
Nebraska
$10.2M
NCM
81
New Capital Management
Texas
$10.1M
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$9.7M
UCFA
83
United Capital Financial Advisors
Texas
$9.46M
MAM
84
Milestone Asset Management
Pennsylvania
$9.44M
BCI
85
Brinker Capital Investments
Pennsylvania
$9.43M
EW
86
Element Wealth
Mississippi
$9.21M
CC
87
Cypress Capital
Tennessee
$9.04M
EWM
88
Elmwood Wealth Management
California
$8.89M
VHAM
89
Van Hulzen Asset Management
California
$8.64M
SA
90
Sovran Advisors
California
$8.43M
GCM
91
Generation Capital Management
New York
$7.83M
AAS
92
Avantax Advisory Services
Texas
$7.55M
MCA
93
Magnolia Capital Advisors
Mississippi
$7.52M
MWM
94
Meridian Wealth Management
Kentucky
$7.44M
CWA
95
Capital Wealth Alliance
Arizona
$7.24M
PWM
96
Perigon Wealth Management
California
$7.09M
VBFG
97
Vishria Bird Financial Group
Tennessee
$7.06M
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
AWA
99
Aquire Wealth Advisors
Utah
$6.72M
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$6.62M