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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
FGAM
126
Financial Gravity Asset Management
Texas
$3.96M
AF
127
Allworth Financial
California
$3.92M
RSWA
128
Robinson Smith Wealth Advisors
Maine
$3.92M
PP
129
PFS Partners
New Jersey
$3.8M
AWS
130
Atria Wealth Solutions
New York
$3.74M
BF
131
Baring Financial
Washington
$3.67M
SMC
132
Smith, Moore & Co
Missouri
$3.66M
PCP
133
Proficio Capital Partners
Massachusetts
$3.56M
AHC
134
Anderson Hoagland & Co
Missouri
$3.51M
SFC
135
Strategic Financial Concepts
Texas
$3.43M
RCS
136
Retirement Capital Strategies
California
$3.4M
AWA
137
Aquire Wealth Advisors
Utah
$3.36M
AIP
138
Almanack Investment Partners
Pennsylvania
$3.21M
SIA
139
SkyView Investment Advisors
New Jersey
$3.2M
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$3.18M
FFN
141
Focus Financial Network
Minnesota
$3.13M
LWM
142
Lionshead Wealth Management
New York
$3.13M
YWM
143
Yoder Wealth Management
California
$2.98M
DAS
144
Dynamic Advisor Solutions
Arizona
$2.91M
MOS
145
MGO One Seven
Ohio
$2.91M
OP
146
ORG Partners
Indiana
$2.89M
PFA
147
Professional Financial Advisors
Nebraska
$2.81M
ASN
148
Advisory Services Network
Georgia
$2.72M
SB
149
Strategic Blueprint
Georgia
$2.71M
Citadel Advisors
150
Citadel Advisors
Florida
$2.66M