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iShares Treasury Floating Rate Bond ETF

411 hedge funds and large institutions have $3.62B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 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:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
LFS
126
Littlejohn Financial Services
Oregon
$4.07M
HFA
127
Hershey Financial Advisers
Pennsylvania
$3.95M
BPA
128
Beacon Pointe Advisors
California
$3.68M
MOS
129
MGO One Seven
Ohio
$3.67M
Bank of New York Mellon
130
Bank of New York Mellon
New York
$3.64M
AWA
131
Aquire Wealth Advisors
Utah
$3.53M
SA
132
Sanctuary Advisors
Indiana
$3.5M
NP
133
Nilsine Partners
Colorado
$3.39M
SB
134
Strategic Blueprint
Georgia
$3.24M
FFN
135
Focus Financial Network
Minnesota
$3.2M
AF
136
Allworth Financial
California
$3.2M
OP
137
ORG Partners
Indiana
$3.07M
AIA
138
Acute Investment Advisory
Arizona
$3.06M
IA
139
Integrity Alliance
Iowa
$2.92M
SMG
140
Smart Money Group
Texas
$2.87M
STS
141
SG Trading Solutions
Utah
$2.86M
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2.85M
AAS
143
Ameritas Advisory Services
Nebraska
$2.75M
IA
144
IFS Advisors
Kansas
$2.68M
YWM
145
Yoder Wealth Management
California
$2.68M
MAA
146
Mraz Amerine & Associates
California
$2.66M
HCA
147
Heck Capital Advisors
Wisconsin
$2.62M
GC
148
Guidance Capital
Kentucky
$2.62M
PFA
149
Professional Financial Advisors
Nebraska
$2.6M
KAS
150
Kestra Advisory Services
Texas
$2.56M