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iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $3.7B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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: 130 | Existing positions reduced: 186

Holders
382
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
BPA
126
Beacon Pointe Advisors
California
$3.66M
DAS
127
Dynamic Advisor Solutions
Arizona
$3.64M
GM
128
GeoWealth Management
Illinois
$3.57M
SI
129
Stephens Inc
Arkansas
$3.53M
CCA
130
Cravens & Co Advisors
Tennessee
$3.44M
AIA
131
Acute Investment Advisory
Arizona
$3.41M
MRP
132
Measured Risk Portfolios
California
$3.41M
FFN
133
Focus Financial Network
Minnesota
$3.38M
MAG
134
Members Advisory Group
New York
$3.35M
MOS
135
MGO One Seven
Ohio
$3.26M
YWM
136
Yoder Wealth Management
California
$3.25M
SB
137
Strategic Blueprint
Georgia
$3.14M
Bank of New York Mellon
138
Bank of New York Mellon
New York
$3.13M
OP
139
ORG Partners
Indiana
$3.08M
AIP
140
Almanack Investment Partners
Pennsylvania
$3.07M
MCC
141
Money Concepts Capital
Florida
$2.98M
DWM
142
Drive Wealth Management
Utah
$2.96M
IA
143
IFS Advisors
Kansas
$2.87M
NP
144
Nilsine Partners
Colorado
$2.77M
HCA
145
Heck Capital Advisors
Wisconsin
$2.74M
KAS
146
Kestra Advisory Services
Texas
$2.67M
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$2.64M
Citigroup
148
Citigroup
New York
$2.58M
MAS
149
MPWM Advisory Solutions
Georgia
$2.57M
CTC
150
Central Trust Company
Missouri
$2.54M