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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
MCM
151
Mattern Capital Management
Colorado
$2.65M +$2.65M +52,412 New
KAS
152
Kestra Advisory Services
Texas
$2.65M +$78K +1,542 +3%
FF
153
Foundry Financial
California
$2.57M +$1.89M +37,368 +279%
PFA
154
Professional Financial Advisors
Nebraska
$2.54M -$64K -1,266 -2%
CTC
155
Central Trust Company
Missouri
$2.54M +$89.8K +1,776 +4%
ASN
156
Advisory Services Network
Georgia
$2.51M -$20.9K -414 -0.8%
AWA
157
Acumen Wealth Advisors
Tennessee
$2.49M +$1.3M +25,753 +110%
HCA
158
Heck Capital Advisors
Wisconsin
$2.48M -$150K -2,970 -6%
IP
159
Ignite Planners
California
$2.47M -$33.7K -666 -1%
EI
160
EFG International
$2.43M +$2.43M +48,026 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$2.38M -$472K -9,341 -17%
AQR Capital Management
162
AQR Capital Management
Connecticut
$2.37M -$82.6K -1,633 -3%
TCWM
163
Total Clarity Wealth Management
Illinois
$2.34M +$185K +3,668 +9%
JIP
164
Jaffetilchin Investment Partners
Florida
$2.24M -$26.6M -525,447 -92%
RCS
165
Retirement Capital Strategies
California
$2.16M +$805K +15,914 +59%
BFO
166
Boston Family Office
Massachusetts
$2.12M -$158K -3,135 -7%
JIR
167
James Investment Research
Ohio
$2.09M -$86.2K -1,705 -4%
CW
168
CreativeOne Wealth
Kansas
$2.07M -$388K -7,678 -16%
MAS
169
MPWM Advisory Solutions
Georgia
$2.01M -$228K -4,509 -10%
AWM
170
AE Wealth Management
Kansas
$1.96M +$825K +16,324 +73%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.95M +$33.6K +665 +2%
SI
172
Stephens Inc
Arkansas
$1.94M -$270K -5,348 -12%
LWM
173
Lionshead Wealth Management
New York
$1.93M -$173K -3,420 -8%
BWP
174
Burling Wealth Partners
Illinois
$1.92M +$211K +4,180 +12%
CCA
175
Cravens & Co Advisors
Tennessee
$1.88M +$12.8K +253 +0.7%