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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
UCFA
76
United Capital Financial Advisors
Texas
$9.52M
LWAM
77
Legacy Wealth Asset Management
Minnesota
$9.49M
LCM
78
Lunt Capital Management
Utah
$9.22M
GM
79
GeoWealth Management
Illinois
$8.84M
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$8.83M
EW
81
Element Wealth
Mississippi
$8.63M
EWM
82
Elmwood Wealth Management
California
$8.61M
OWM
83
Omnitrust Wealth Management
Florida
$8.57M
OAS
84
Optivise Advisory Services
Tennessee
$8.36M
GCM
85
Generation Capital Management
New York
$8.36M
Cerity Partners
86
Cerity Partners
New York
$8.32M
SFGP
87
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.29M
SA
88
Sovran Advisors
California
$8.2M
BIG
89
Brookwood Investment Group
Arizona
$8.15M
MWM
90
Meridian Wealth Management
Kentucky
$8.11M
MCA
91
Magnolia Capital Advisors
Mississippi
$7.94M
CC
92
Cypress Capital
Tennessee
$7.7M
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$7.56M
OA
94
Oxbow Advisors
Texas
$7.46M
AHC
95
Anderson Hoagland & Co
Missouri
$7.3M
PWM
96
Perigon Wealth Management
California
$7.21M
SI
97
Seeds Investor
New York
$7.11M
MA
98
Mutual Advisors
Nebraska
$6.82M
ECA
99
Elevation Capital Advisory
Oregon
$6.56M
CWA
100
Capital Wealth Alliance
Arizona
$6.46M