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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 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: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
ECA
101
Elevation Capital Advisory
Oregon
$6.56M
CWA
102
Capital Wealth Alliance
Arizona
$6.46M
SW
103
SteelPeak Wealth
California
$6.41M
GAM
104
Gotham Asset Management
New York
$6.38M
MBT
105
Montecito Bank & Trust
California
$6.01M
SWA
106
Sax Wealth Advisors
New Jersey
$5.89M
GT
107
Glenview Trust
Kentucky
$5.72M
PP
108
PFS Partners
New Jersey
$5.5M
VHAM
109
Van Hulzen Asset Management
California
$5.39M
SMC
110
Smith, Moore & Co
Missouri
$5.18M
NCM
111
New Capital Management
Texas
$5.12M
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5.05M
FGAM
113
Financial Gravity Asset Management
Texas
$4.86M
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$4.72M
BF
115
Baring Financial
Washington
$4.59M
IWP
116
Invenio Wealth Partners
Florida
$4.38M
DI
117
Disciplined Investments
Oklahoma
$4.34M
DWM
118
Drive Wealth Management
Utah
$4.3M
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$4.29M
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M
FH
121
FWG Holdings
Florida
$4.16M
MAM
122
Milestone Asset Management
Pennsylvania
$4.1M
JSA
123
Jacobson & Schmitt Advisors
Wisconsin
$4.09M
LFS
124
Littlejohn Financial Services
Oregon
$4.07M
HFA
125
Hershey Financial Advisers
Pennsylvania
$3.95M