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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
IA
176
IFG Advisory
Georgia
$1.73M -$132K -2,603 -7%
SFG
177
Sovereign Financial Group
Connecticut
$1.7M -$73.2K -1,448 -4%
MMA
178
Miracle Mile Advisors
California
$1.69M -$405K -8,003 -19%
CWM
179
Centurion Wealth Management
Virginia
$1.64M -$290K -5,733 -15%
TF
180
Trek Financial
Arizona
$1.61M +$89.2K +1,765 +6%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$1.6M -$248K -4,916 -13%
PG
182
Prostatis Group
Maryland
$1.54M -$138K -2,732 -8%
OC
183
Oppenheimer & Co
New York
$1.43M -$6.67K -132 -0.5%
WG
184
Warner Group
Connecticut
$1.41M +$1.41M +27,940 New
SWP
185
Stratos Wealth Partners
Ohio
$1.4M -$30.3K -599 -2%
HTC
186
Haverford Trust Company
Pennsylvania
$1.36M -$11.9K -235 -0.9%
JHC
187
J. Hagan Capital
Kentucky
$1.34M -$74.9K -1,482 -5%
SWM
188
Spire Wealth Management
Virginia
$1.33M -$5.71K -113 -0.4%
IFG
189
Independent Financial Group
California
$1.29M +$100K +1,986 +8%
CB
190
Chris Bulman
California
$1.29M -$356K -7,052 -22%
MWS
191
MFA Wealth Services
California
$1.29M -$1.28M -25,269 -50%
AWM
192
AE Wealth Management
Kansas
$1.28M -$207K -4,093 -14%
SCM
193
Steele Capital Management
Iowa
$1.26M +$57.7K +1,141 +5%
Truist Financial
194
Truist Financial
North Carolina
$1.23M +$251K +4,960 +26%
CG
195
CFO4Life Group
Texas
$1.22M +$910 +18 +0.1%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$1.19M +$1.07M +21,146 +895%
DWG
197
Darden Wealth Group
Michigan
$1.19M +$3.03K +60 +0.3%
SC
198
Sykon Capital
New York
$1.18M -$1.09M -21,612 -48%
AWA
199
Arkadios Wealth Advisors
Georgia
$1.15M -$873K -17,263 -43%
GWM
200
GSB Wealth Management
Connecticut
$1.13M +$15.2K +300 +1%