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iShares Treasury Floating Rate Bond ETF

401 hedge funds and large institutions have $3.57B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

16% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 170

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
SW
101
SteelPeak Wealth
California
$6.41M
GAM
102
Gotham Asset Management
New York
$6.38M
MBT
103
Montecito Bank & Trust
California
$6.01M
SWA
104
Sax Wealth Advisors
New Jersey
$5.89M
GT
105
Glenview Trust
Kentucky
$5.72M
PP
106
PFS Partners
New Jersey
$5.5M
VHAM
107
Van Hulzen Asset Management
California
$5.39M
SMC
108
Smith, Moore & Co
Missouri
$5.18M
NCM
109
New Capital Management
Texas
$5.12M
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$5.05M
FGAM
111
Financial Gravity Asset Management
Texas
$4.86M
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$4.72M
BF
113
Baring Financial
Washington
$4.59M
IWP
114
Invenio Wealth Partners
Florida
$4.38M
DI
115
Disciplined Investments
Oklahoma
$4.34M
DWM
116
Drive Wealth Management
Utah
$4.3M
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$4.29M
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M
FH
119
FWG Holdings
Florida
$4.16M
MAM
120
Milestone Asset Management
Pennsylvania
$4.1M
JSA
121
Jacobson & Schmitt Advisors
Wisconsin
$4.09M
LFS
122
Littlejohn Financial Services
Oregon
$4.07M
HFA
123
Hershey Financial Advisers
Pennsylvania
$3.95M
BPA
124
Beacon Pointe Advisors
California
$3.68M
MOS
125
MGO One Seven
Ohio
$3.67M