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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
101
Palo Alto Wealth Advisors
California
$5.68M +$1.26M +25,001 +29%
SI
102
Seeds Investor
New York
$5.46M +$326K +6,448 +6%
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$5.44M -$59.1K -1,170 -1%
GT
104
Glenview Trust
Kentucky
$5.36M +$4.15M +82,188 +346%
IWP
105
Invenio Wealth Partners
Florida
$5.27M -$743K -14,698 -12%
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$5.26M +$2.74M +54,264 +109%
OA
107
Oxbow Advisors
Texas
$4.99M -$10.3M -203,140 -67%
AAS
108
Ameritas Advisory Services
Nebraska
$4.97M +$1.66M +32,939 +50%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$4.89M -$789K -15,601 -14%
HA
110
Hamel Associates
New Jersey
$4.86M +$3.63M +71,780 +295%
FH
111
FWG Holdings
Florida
$4.84M -$403K -7,973 -8%
SWA
112
Sax Wealth Advisors
New Jersey
$4.8M -$128K -2,527 -3%
LFS
113
Littlejohn Financial Services
Oregon
$4.78M -$856K -16,930 -15%
FGAM
114
Financial Gravity Asset Management
Texas
$4.78M +$4.78M +94,503 New
DI
115
Disciplined Investments
Oklahoma
$4.7M -$333K -6,594 -7%
JBA
116
Johnson Bixby & Associates
Washington
$4.66M +$377K +7,468 +9%
MWM
117
Meridian Wealth Management
Kentucky
$4.62M -$2.81M -55,551 -38%
PP
118
PFS Partners
New Jersey
$4.36M +$419K +8,285 +11%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M +$134K +2,655 +3%
CW
120
CreativeOne Wealth
Kansas
$4.19M -$158K -3,131 -4%
BF
121
Baring Financial
Washington
$4.19M +$301K +5,957 +8%
SMC
122
Smith, Moore & Co
Missouri
$4.08M +$106K +2,097 +3%
RCS
123
Retirement Capital Strategies
California
$4.04M -$53.4K -1,056 -1%
MSAM
124
Moloney Securities Asset Management
Missouri
$3.9M -$34.5M -682,006 -90%
JSA
125
Jacobson & Schmitt Advisors
Wisconsin
$3.84M +$3.84M +75,999 New