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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
SI
101
Seeds Investor
New York
$5.46M
TJHA
102
Thomas J. Herzfeld Advisors
Florida
$5.44M
GT
103
Glenview Trust
Kentucky
$5.36M
IWP
104
Invenio Wealth Partners
Florida
$5.27M
HKIMG
105
Hutchens & Kramer Investment Management Group
Indiana
$5.26M
OA
106
Oxbow Advisors
Texas
$4.99M
AAS
107
Ameritas Advisory Services
Nebraska
$4.97M
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$4.89M
HA
109
Hamel Associates
New Jersey
$4.86M
FH
110
FWG Holdings
Florida
$4.84M
SWA
111
Sax Wealth Advisors
New Jersey
$4.8M
LFS
112
Littlejohn Financial Services
Oregon
$4.78M
FGAM
113
Financial Gravity Asset Management
Texas
$4.78M
DI
114
Disciplined Investments
Oklahoma
$4.7M
JBA
115
Johnson Bixby & Associates
Washington
$4.66M
MWM
116
Meridian Wealth Management
Kentucky
$4.62M
PP
117
PFS Partners
New Jersey
$4.36M
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M
CW
119
CreativeOne Wealth
Kansas
$4.19M
BF
120
Baring Financial
Washington
$4.19M
SMC
121
Smith, Moore & Co
Missouri
$4.08M
RCS
122
Retirement Capital Strategies
California
$4.04M
MSAM
123
Moloney Securities Asset Management
Missouri
$3.9M
JSA
124
Jacobson & Schmitt Advisors
Wisconsin
$3.84M
PFA
125
Professional Financial Advisors
Nebraska
$3.76M