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iShares Treasury Floating Rate Bond ETF

398 hedge funds and large institutions have $3.89B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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 Buyers

1 +$42.9M
2 +$32.3M
3 +$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$6.62M
GM
102
GeoWealth Management
Illinois
$6.58M
BPA
103
Beacon Pointe Advisors
California
$6.5M
SW
104
SteelPeak Wealth
California
$6.21M
GAM
105
Gotham Asset Management
New York
$6.15M
IWP
106
Invenio Wealth Partners
Florida
$6.02M
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$5.69M
LFS
108
Littlejohn Financial Services
Oregon
$5.65M
TJHA
109
Thomas J. Herzfeld Advisors
Florida
$5.51M
FH
110
FWG Holdings
Florida
$5.23M
AHC
111
Anderson Hoagland & Co
Missouri
$5.16M
SI
112
Seeds Investor
New York
$5.14M
DI
113
Disciplined Investments
Oklahoma
$5.04M
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$5.02M
SI
115
Stephens Inc
Arkansas
$5.01M
AP
116
Aspect Partners
Virginia
$4.97M
SWA
117
Sax Wealth Advisors
New Jersey
$4.94M
DAS
118
Dynamic Advisor Solutions
Arizona
$4.6M
PAWA
119
Palo Alto Wealth Advisors
California
$4.43M
FGC
120
Financial Gravity Companies
Texas
$4.42M
HCA
121
Heck Capital Advisors
Wisconsin
$4.4M
CW
122
CreativeOne Wealth
Kansas
$4.35M
JBA
123
Johnson Bixby & Associates
Washington
$4.28M
MAG
124
Members Advisory Group
New York
$4.27M
WFS
125
Walker Financial Services
Kentucky
$4.13M