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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
CWM
176
Centurion Wealth Management
Virginia
$1.64M
TF
177
Trek Financial
Arizona
$1.61M
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$1.6M
PG
179
Prostatis Group
Maryland
$1.54M
OC
180
Oppenheimer & Co
New York
$1.43M
WG
181
Warner Group
Connecticut
$1.41M
SWP
182
Stratos Wealth Partners
Ohio
$1.4M
HTC
183
Haverford Trust Company
Pennsylvania
$1.36M
JHC
184
J. Hagan Capital
Kentucky
$1.34M
SWM
185
Spire Wealth Management
Virginia
$1.33M
CB
186
Chris Bulman
California
$1.29M
MWS
187
MFA Wealth Services
California
$1.29M
AWM
188
AE Wealth Management
Kansas
$1.28M
SCM
189
Steele Capital Management
Iowa
$1.26M
Truist Financial
190
Truist Financial
North Carolina
$1.23M
CG
191
CFO4Life Group
Texas
$1.22M
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$1.19M
DWG
193
Darden Wealth Group
Michigan
$1.19M
SC
194
Sykon Capital
New York
$1.18M
AWA
195
Arkadios Wealth Advisors
Georgia
$1.15M
GWM
196
GSB Wealth Management
Connecticut
$1.13M
KWA
197
Kingswood Wealth Advisors
California
$1.13M
RSWA
198
Robinson Smith Wealth Advisors
Maine
$1.1M
PWMG
199
Pioneer Wealth Management Group
Texas
$1.06M
SW
200
SVB Wealth
Massachusetts
$1.03M