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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
101
Brookwood Investment Group
Arizona
$5.85M -$2.33M -46,018 -28%
MYIA
102
Mount Yale Investment Advisors
Colorado
$5.8M -$4.46M -88,269 -44%
VAS
103
Vestmark Advisory Solutions
Massachusetts
$5.79M -$4.4M -87,089 -43%
AWA
104
Aquire Wealth Advisors
Utah
$5.66M +$2.11M +41,785 +60%
SRPTWM
105
Split Rock Private Trading & Wealth Management
Minnesota
$5.61M +$5.6M +110,807 New
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$5.57M +$5.56M +110,020 New
First Manhattan
107
First Manhattan
New York
$5.56M +$5.55M +109,835 New
SMC
108
Smith, Moore & Co
Missouri
$5.38M +$178K +3,527 +3%
VHAM
109
Van Hulzen Asset Management
California
$5.27M -$137K -2,702 -3%
LCM
110
Lunt Capital Management
Utah
$5.17M -$4.08M -80,628 -44%
NCM
111
New Capital Management
Texas
$5.1M -$44.4K -879 -0.9%
GAM
112
Gotham Asset Management
New York
$5.1M -$1.3M -25,804 -20%
FGAM
113
Financial Gravity Asset Management
Texas
$4.93M +$54.1K +1,071 +1%
BF
114
Baring Financial
Washington
$4.9M +$293K +5,791 +6%
SA
115
Sanctuary Advisors
Indiana
$4.84M +$1.32M +26,139 +38%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$4.81M +$513K +10,150 +12%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$4.69M -$37.6K -744 -0.8%
NRI
118
NFP Retirement Inc
California
$4.56M -$25M -494,107 -85%
PP
119
PFS Partners
New Jersey
$4.37M -$1.14M -22,631 -21%
OA
120
Oxbow Advisors
Texas
$4.36M -$3.12M -61,789 -42%
FF
121
Friedenthal Financial
New Jersey
$4.34M +$4.29M +84,870 +9,733%
Citadel Advisors
122
Citadel Advisors
Florida
$4.33M +$4.32M +85,518 New
DI
123
Disciplined Investments
Oklahoma
$4.29M -$69.6K -1,377 -2%
JSA
124
Jacobson & Schmitt Advisors
Wisconsin
$4.27M +$167K +3,296 +4%
CPC
125
Cadia Private Client
New Jersey
$4.25M -$12.3K -243 -0.3%