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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.69B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 56.66%55.85% (-0.8%)

3% less funds holding

Funds holding: 403390 (-13)

5% less capital invested

Capital invested by funds: $3.89B → $3.69B (-$200M)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

29% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 189

Holders
390
Holders Change
-13
Holders Change %
-3.23%
% of All Funds
5.12%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.54%
New
33
Increased
135
Reduced
189
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Professional Financial Advisors
Nebraska
$3.76M -$153K -3,036 -4%
BPA
127
Beacon Pointe Advisors
California
$3.66M -$2.83M -55,943 -44%
DAS
128
Dynamic Advisor Solutions
Arizona
$3.64M -$953K -18,855 -21%
AF
129
Allworth Financial
California
$3.63M -$12.3K -244 -0.3%
GM
130
GeoWealth Management
Illinois
$3.57M -$3M -59,362 -46%
SI
131
Stephens Inc
Arkansas
$3.53M -$1.48M -29,230 -30%
CCA
132
Cravens & Co Advisors
Tennessee
$3.44M -$611K -12,090 -15%
AIA
133
Acute Investment Advisory
Arizona
$3.41M -$700K -13,845 -17%
MRP
134
Measured Risk Portfolios
California
$3.41M +$894K +17,691 +36%
FFN
135
Focus Financial Network
Minnesota
$3.38M -$119K -2,345 -3%
MAG
136
Members Advisory Group
New York
$3.35M -$922K -18,238 -22%
SA
137
Sanctuary Advisors
Indiana
$3.3M +$101K +1,999 +3%
MOS
138
MGO One Seven
Ohio
$3.26M +$101K +2,004 +3%
YWM
139
Yoder Wealth Management
California
$3.25M -$17.9K -355 -0.5%
SB
140
Strategic Blueprint
Georgia
$3.14M -$472K -9,331 -13%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$3.13M +$416K +8,224 +15%
OP
142
ORG Partners
Indiana
$3.08M +$19.4K +384 +0.6%
AIP
143
Almanack Investment Partners
Pennsylvania
$3.07M -$96.9K -1,918 -3%
MCC
144
Money Concepts Capital
Florida
$2.98M +$2.97M +58,836 New
DWM
145
Drive Wealth Management
Utah
$2.96M +$2.96M +58,503 New
IA
146
IFS Advisors
Kansas
$2.87M +$2.87M +56,798 New
NP
147
Nilsine Partners
Colorado
$2.77M +$2.1M +41,550 +312%
HCA
148
Heck Capital Advisors
Wisconsin
$2.74M -$1.65M -32,672 -38%
KAS
149
Kestra Advisory Services
Texas
$2.67M -$436K -8,620 -14%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$2.64M -$345K -6,829 -12%