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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$6.57M
SA
102
Sovran Advisors
California
$6.37M
PAWA
103
Palo Alto Wealth Advisors
California
$6.28M
GAM
104
Gotham Asset Management
New York
$6.16M
CWMGP
105
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.99M
SOS
106
Silver Oak Securities
Tennessee
$5.98M
IWC
107
Integrated Wealth Concepts
Massachusetts
$5.75M
MBT
108
Montecito Bank & Trust
California
$5.54M
SW
109
SteelPeak Wealth
California
$5.45M
FH
110
FWG Holdings
Florida
$5.45M
SC
111
Slow Capital
California
$5.36M
LFS
112
Littlejohn Financial Services
Oregon
$5.21M
SIA
113
Sovereign Investment Advisors
Arizona
$5.19M
CCA
114
Cypress Capital Advisors
Tennessee
$5.15M
SW
115
SVB Wealth
Massachusetts
$5M
SWA
116
Sax Wealth Advisors
New Jersey
$4.98M
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4.89M
MAG
118
Members Advisory Group
New York
$4.88M
DI
119
Disciplined Investments
Oklahoma
$4.79M
SI
120
Seeds Investor
New York
$4.79M
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M
CTC
122
Central Trust Company
Missouri
$4.4M
CW
123
CreativeOne Wealth
Kansas
$4.09M
AWM
124
AE Wealth Management
Kansas
$4.01M
CCA
125
Cravens & Co Advisors
Tennessee
$4M