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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: 132 | Existing positions reduced: 188

Holders
385
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
IA
176
IFG Advisory
Georgia
$1.73M
SFG
177
Sovereign Financial Group
Connecticut
$1.7M
MMA
178
Miracle Mile Advisors
California
$1.69M
CWM
179
Centurion Wealth Management
Virginia
$1.64M
TF
180
Trek Financial
Arizona
$1.61M
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$1.6M
PG
182
Prostatis Group
Maryland
$1.54M
OC
183
Oppenheimer & Co
New York
$1.43M
WG
184
Warner Group
Connecticut
$1.41M
SWP
185
Stratos Wealth Partners
Ohio
$1.4M
HTC
186
Haverford Trust Company
Pennsylvania
$1.36M
JHC
187
J. Hagan Capital
Kentucky
$1.34M
SWM
188
Spire Wealth Management
Virginia
$1.33M
CB
189
Chris Bulman
California
$1.29M
MWS
190
MFA Wealth Services
California
$1.29M
AWM
191
AE Wealth Management
Kansas
$1.28M
SCM
192
Steele Capital Management
Iowa
$1.26M
Truist Financial
193
Truist Financial
North Carolina
$1.23M
CG
194
CFO4Life Group
Texas
$1.22M
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$1.19M
DWG
196
Darden Wealth Group
Michigan
$1.19M
SC
197
Sykon Capital
New York
$1.18M
AWA
198
Arkadios Wealth Advisors
Georgia
$1.15M
GWM
199
GSB Wealth Management
Connecticut
$1.13M
KWA
200
Kingswood Wealth Advisors
California
$1.13M