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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$9.45M -$2.27K -45 -0%
VHAM
77
Van Hulzen Asset Management
California
$9.16M +$526K +10,414 +6%
LCM
78
Lunt Capital Management
Utah
$9.12M -$1.37M -27,132 -13%
OAS
79
Optivise Advisory Services
Tennessee
$9.11M -$10.9M -215,286 -54%
BCI
80
Brinker Capital Investments
Pennsylvania
$9M -$416K -8,237 -4%
LWAM
81
Legacy Wealth Asset Management
Minnesota
$8.94M -$1.47M -29,092 -14%
EW
82
Element Wealth
Mississippi
$8.93M -$263K -5,196 -3%
LC
83
Luminist Capital
Michigan
$8.37M -$3.36M -66,508 -29%
NCM
84
New Capital Management
Texas
$8.22M -$1.92M -37,911 -19%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$8.2M +$3.18M +62,813 +63%
AWA
86
Aquire Wealth Advisors
Utah
$8.06M +$1.35M +26,804 +20%
AHC
87
Anderson Hoagland & Co
Missouri
$7.96M +$2.8M +55,311 +54%
CC
88
Cypress Capital
Tennessee
$7.69M -$1.34M -26,490 -15%
GCM
89
Generation Capital Management
New York
$7.65M -$168K -3,324 -2%
MCA
90
Magnolia Capital Advisors
Mississippi
$7.59M +$80.9K +1,601 +1%
PWM
91
Perigon Wealth Management
California
$7.13M +$49.9K +988 +0.7%
SA
92
Sovran Advisors
California
$7.08M -$1.36M -26,894 -16%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$6.99M +$376K +7,430 +6%
CWA
94
Capital Wealth Alliance
Arizona
$6.98M -$250K -4,942 -3%
IA
95
IFP Advisors
Florida
$6.8M +$6.75M +133,460 +15,132%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$6.38M -$564K -11,155 -8%
SW
97
SteelPeak Wealth
California
$6.27M +$65K +1,285 +1%
MA
98
Mutual Advisors
Nebraska
$6.24M -$3.92M -77,513 -39%
GAM
99
Gotham Asset Management
New York
$6.15M
MBT
100
Montecito Bank & Trust
California
$6.03M +$6.03M +119,257 New