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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 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:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
MMHP
176
Murphy Middleton Hinkle & Parker
Georgia
$1.79M
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$1.76M
DAS
178
Dynamic Advisor Solutions
Arizona
$1.74M
MM
179
Main Management
California
$1.73M
SFG
180
Sovereign Financial Group
Connecticut
$1.73M
MCC
181
Malaga Cove Capital
California
$1.7M
BWP
182
Burling Wealth Partners
Illinois
$1.7M
IA
183
IFG Advisory
Georgia
$1.69M
Comerica Bank
184
Comerica Bank
Texas
$1.67M
TRCT
185
Tower Research Capital (TRC)
New York
$1.64M
EWA
186
EP Wealth Advisors
California
$1.63M
DWM
187
Destination Wealth Management
California
$1.56M
PG
188
Prostatis Group
Maryland
$1.54M
CWM
189
Centurion Wealth Management
Virginia
$1.46M
SWP
190
Stratos Wealth Partners
Ohio
$1.4M
CB
191
Chris Bulman
California
$1.39M
TF
192
Trek Financial
Arizona
$1.38M
RCS
193
Retirement Capital Strategies
California
$1.35M
HTC
194
Haverford Trust Company
Pennsylvania
$1.33M
SWM
195
Spire Wealth Management
Virginia
$1.3M
GS
196
GTS Securities
New York
$1.28M
MWS
197
MFA Wealth Services
California
$1.26M
SC
198
Slow Capital
California
$1.26M
AP
199
Aspect Partners
Virginia
$1.21M
SAM
200
Secure Asset Management
Michigan
$1.21M