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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 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: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
HKIMG
76
Hutchens & Kramer Investment Management Group
Indiana
$9.6M
UCFA
77
United Capital Financial Advisors
Texas
$9.52M
LWAM
78
Legacy Wealth Asset Management
Minnesota
$9.49M
LCM
79
Lunt Capital Management
Utah
$9.22M
GM
80
GeoWealth Management
Illinois
$8.84M
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$8.83M
EW
82
Element Wealth
Mississippi
$8.63M
EWM
83
Elmwood Wealth Management
California
$8.61M
OWM
84
Omnitrust Wealth Management
Florida
$8.57M
OAS
85
Optivise Advisory Services
Tennessee
$8.36M
GCM
86
Generation Capital Management
New York
$8.36M
Cerity Partners
87
Cerity Partners
New York
$8.32M
SFGP
88
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.29M
SA
89
Sovran Advisors
California
$8.2M
BIG
90
Brookwood Investment Group
Arizona
$8.15M
MWM
91
Meridian Wealth Management
Kentucky
$8.11M
MCA
92
Magnolia Capital Advisors
Mississippi
$7.94M
CC
93
Cypress Capital
Tennessee
$7.7M
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$7.56M
OA
95
Oxbow Advisors
Texas
$7.46M
AHC
96
Anderson Hoagland & Co
Missouri
$7.3M
SG
97
Sankala Group
Colorado
$7.28M
PWM
98
Perigon Wealth Management
California
$7.21M
SI
99
Seeds Investor
New York
$7.11M
MA
100
Mutual Advisors
Nebraska
$6.82M