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iShares Treasury Floating Rate Bond ETF

411 hedge funds and large institutions have $3.62B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 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:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
JBA
176
Johnson Bixby & Associates
Washington
$1.84M
OC
177
Oppenheimer & Co
New York
$1.81M
MMHP
178
Murphy Middleton Hinkle & Parker
Georgia
$1.79M
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$1.76M
DAS
180
Dynamic Advisor Solutions
Arizona
$1.74M
MM
181
Main Management
California
$1.73M
SFG
182
Sovereign Financial Group
Connecticut
$1.73M
MCC
183
Malaga Cove Capital
California
$1.7M
BWP
184
Burling Wealth Partners
Illinois
$1.7M
IA
185
IFG Advisory
Georgia
$1.69M
Comerica Bank
186
Comerica Bank
Texas
$1.67M
TRCT
187
Tower Research Capital (TRC)
New York
$1.64M
EWA
188
EP Wealth Advisors
California
$1.63M
DWM
189
Destination Wealth Management
California
$1.56M
PG
190
Prostatis Group
Maryland
$1.54M
CWM
191
Centurion Wealth Management
Virginia
$1.46M
SWP
192
Stratos Wealth Partners
Ohio
$1.4M
CB
193
Chris Bulman
California
$1.39M
TF
194
Trek Financial
Arizona
$1.38M
RCS
195
Retirement Capital Strategies
California
$1.35M
HTC
196
Haverford Trust Company
Pennsylvania
$1.33M
SWM
197
Spire Wealth Management
Virginia
$1.3M
IFG
198
Independent Financial Group
California
$1.3M
GS
199
GTS Securities
New York
$1.28M
MWS
200
MFA Wealth Services
California
$1.26M