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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
CF
201
Centaurus Financial
California
$1.02M
TFS
202
Thoroughbred Financial Services
Tennessee
$1.01M
PWP
203
Parkwoods Wealth Partners
New York
$996K
HWA
204
HCR Wealth Advisors
California
$973K
CA
205
Calton & Associates
Florida
$970K
TWCA
206
Two West Capital Advisors
Kansas
$963K
MFG
207
Magnus Financial Group
New York
$925K
BAM
208
BTS Asset Management
Massachusetts
$915K
MWM
209
Maridea Wealth Management
New York
$886K
MA
210
MONECO Advisors
Connecticut
$856K
PFS
211
Prospera Financial Services
Texas
$853K
BWP
212
Burling Wealth Partners
Illinois
$847K
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$843K
FWM
214
Fortress Wealth Management
California
$834K
WA
215
WESPAC Advisors
California
$812K
GVAG
216
Great Valley Advisor Group
Delaware
$799K
IWM
217
IHT Wealth Management
Illinois
$788K
NA
218
NewEdge Advisors
Louisiana
$784K
PS
219
Principal Securities
Iowa
$780K
CPRC
220
Consolidated Portfolio Review Corp
New York
$765K
IDA
221
Intelligence Driven Advisers
California
$758K
GF
222
Gries Financial
Ohio
$758K
BWP
223
Balboa Wealth Partners
Arizona
$755K
PCIA
224
Prime Capital Investment Advisors
Kansas
$753K
RFN
225
Redwood Financial Network
Ohio
$728K