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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 4742 (-5)

30% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 188

Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
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 Sellers

1 -$34.5M
2 -$29.5M
3 -$28.5M
4
Bank of America
Bank of America
North Carolina
-$21.2M
5
BW
BIP Wealth
Georgia
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
101
Palo Alto Wealth Advisors
California
$5.68M
SI
102
Seeds Investor
New York
$5.46M
TJHA
103
Thomas J. Herzfeld Advisors
Florida
$5.44M
GT
104
Glenview Trust
Kentucky
$5.36M
IWP
105
Invenio Wealth Partners
Florida
$5.27M
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$5.26M
OA
107
Oxbow Advisors
Texas
$4.99M
AAS
108
Ameritas Advisory Services
Nebraska
$4.97M
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$4.89M
HA
110
Hamel Associates
New Jersey
$4.86M
FH
111
FWG Holdings
Florida
$4.84M
SWA
112
Sax Wealth Advisors
New Jersey
$4.8M
LFS
113
Littlejohn Financial Services
Oregon
$4.78M
FGAM
114
Financial Gravity Asset Management
Texas
$4.78M
DI
115
Disciplined Investments
Oklahoma
$4.7M
JBA
116
Johnson Bixby & Associates
Washington
$4.66M
MWM
117
Meridian Wealth Management
Kentucky
$4.62M
PP
118
PFS Partners
New Jersey
$4.36M
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M
CW
120
CreativeOne Wealth
Kansas
$4.19M
BF
121
Baring Financial
Washington
$4.19M
SMC
122
Smith, Moore & Co
Missouri
$4.08M
RCS
123
Retirement Capital Strategies
California
$4.04M
MSAM
124
Moloney Securities Asset Management
Missouri
$3.9M
JSA
125
Jacobson & Schmitt Advisors
Wisconsin
$3.84M