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iShares Treasury Floating Rate Bond ETF

411 hedge funds and large institutions have $3.62B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 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:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
MA
101
Mutual Advisors
Nebraska
$6.82M
ECA
102
Elevation Capital Advisory
Oregon
$6.56M
CWA
103
Capital Wealth Alliance
Arizona
$6.46M
SW
104
SteelPeak Wealth
California
$6.41M
GAM
105
Gotham Asset Management
New York
$6.38M
MBT
106
Montecito Bank & Trust
California
$6.01M
SWA
107
Sax Wealth Advisors
New Jersey
$5.89M
GT
108
Glenview Trust
Kentucky
$5.72M
PP
109
PFS Partners
New Jersey
$5.5M
VHAM
110
Van Hulzen Asset Management
California
$5.39M
SMC
111
Smith, Moore & Co
Missouri
$5.18M
NCM
112
New Capital Management
Texas
$5.12M
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$5.05M
FGAM
114
Financial Gravity Asset Management
Texas
$4.86M
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$4.72M
BF
116
Baring Financial
Washington
$4.59M
IWP
117
Invenio Wealth Partners
Florida
$4.38M
DI
118
Disciplined Investments
Oklahoma
$4.34M
DWM
119
Drive Wealth Management
Utah
$4.3M
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$4.29M
CPCL
121
Cadia Private Client LLC
New Jersey
$4.25M
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M
FH
123
FWG Holdings
Florida
$4.16M
MAM
124
Milestone Asset Management
Pennsylvania
$4.1M
JSA
125
Jacobson & Schmitt Advisors
Wisconsin
$4.09M