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iShares Treasury Floating Rate Bond ETF

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
NA
201
NewEdge Advisors
Louisiana
$1.23M
AWM
202
Adams Wealth Management
Utah
$1.22M
CI
203
CacheTech Inc
Utah
$1.22M
MWA
204
MN Wealth Advisors
Kansas
$1.21M
CG
205
CFO4Life Group
Texas
$1.19M
DWG
206
Darden Wealth Group
Michigan
$1.19M
AWM
207
Able Wealth Management
New Jersey
$1.18M
ARC
208
Advisor Resource Council
Texas
$1.15M
CA
209
Calton & Associates
Florida
$1.13M
RFS
210
Richardson Financial Services
Massachusetts
$1.07M
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$1.07M
EWA
212
EP Wealth Advisors
California
$1.06M
WWM
213
WJ Wealth Management
Arizona
$1.04M
AWM
214
AllSquare Wealth Management
New York
$974K
BAM
215
BTS Asset Management
Massachusetts
$953K
PCA
216
Prosperity Capital Advisors
Ohio
$927K
MWM
217
Maridea Wealth Management
New York
$923K
PCIA
218
Prime Capital Investment Advisors
Kansas
$923K
CF
219
Clarity Financial
Texas
$918K
CF
220
Centaurus Financial
California
$898K
TWCA
221
Two West Capital Advisors
Kansas
$884K
HF
222
HRT Financial
New York
$869K
KFGK
223
Keystone Financial Group (Kentucky)
Kentucky
$847K
VWM
224
Vigilare Wealth Management
Arizona
$831K
CFA
225
Cahill Financial Advisors
Minnesota
$818K