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iShares Treasury Floating Rate Bond ETF

394 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 155

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
394
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 +$491M
2 +$42.9M
3 +$32.3M
4
Goldman Sachs
Goldman Sachs
New York
+$28.6M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$6.58M
BPA
102
Beacon Pointe Advisors
California
$6.5M
SW
103
SteelPeak Wealth
California
$6.21M
GAM
104
Gotham Asset Management
New York
$6.15M
IWP
105
Invenio Wealth Partners
Florida
$6.02M
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$5.69M
LFS
107
Littlejohn Financial Services
Oregon
$5.65M
TJHA
108
Thomas J. Herzfeld Advisors
Florida
$5.51M
FH
109
FWG Holdings
Florida
$5.23M
AHC
110
Anderson Hoagland & Co
Missouri
$5.16M
SI
111
Seeds Investor
New York
$5.14M
DI
112
Disciplined Investments
Oklahoma
$5.04M
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$5.02M
SI
114
Stephens Inc
Arkansas
$5.01M
AP
115
Aspect Partners
Virginia
$4.97M
SWA
116
Sax Wealth Advisors
New Jersey
$4.94M
DAS
117
Dynamic Advisor Solutions
Arizona
$4.6M
PAWA
118
Palo Alto Wealth Advisors
California
$4.43M
FGC
119
Financial Gravity Companies
Texas
$4.42M
HCA
120
Heck Capital Advisors
Wisconsin
$4.4M
CW
121
CreativeOne Wealth
Kansas
$4.35M
JBA
122
Johnson Bixby & Associates
Washington
$4.28M
MAG
123
Members Advisory Group
New York
$4.27M
WFS
124
Walker Financial Services
Kentucky
$4.13M
AIA
125
Acute Investment Advisory
Arizona
$4.12M