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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
KWA
201
Kingswood Wealth Advisors
California
$1.13M -$109K -2,152 -9%
RSWA
202
Robinson Smith Wealth Advisors
Maine
$1.1M -$2.71M -53,629 -71%
PWMG
203
Pioneer Wealth Management Group
Texas
$1.06M -$227K -4,497 -18%
SW
204
SVB Wealth
Massachusetts
$1.03M -$620K -12,265 -38%
CF
205
Centaurus Financial
California
$1.02M -$174K -3,450 -15%
TFS
206
Thoroughbred Financial Services
Tennessee
$1.01M +$10.9K +216 +1%
PWP
207
Parkwoods Wealth Partners
New York
$996K +$99.9K +1,977 +11%
HWA
208
HCR Wealth Advisors
California
$973K -$116K -2,300 -11%
CA
209
Calton & Associates
Florida
$970K +$6.32K +125 +0.7%
AWM
210
AllSquare Wealth Management
New York
$965K
TWCA
211
Two West Capital Advisors
Kansas
$963K +$22.3K +442 +2%
MFG
212
Magnus Financial Group
New York
$925K +$421K +8,337 +84%
BAM
213
BTS Asset Management
Massachusetts
$915K +$10.3K +203 +1%
MWM
214
Maridea Wealth Management
New York
$886K -$447K -8,836 -34%
MA
215
MONECO Advisors
Connecticut
$856K -$910 -18 -0.1%
PFS
216
Prospera Financial Services
Texas
$853K +$54.6K +1,081 +7%
BWP
217
Burling Wealth Partners
Illinois
$847K +$846K +16,744 New
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$843K -$8.84M -174,944 -91%
FWM
219
Fortress Wealth Management
California
$834K
WA
220
WESPAC Advisors
California
$812K -$2.48M -49,159 -75%
GVAG
221
Great Valley Advisor Group
Delaware
$799K +$248K +4,905 +45%
IWM
222
IHT Wealth Management
Illinois
$788K +$32.7K +646 +4%
NA
223
NewEdge Advisors
Louisiana
$784K -$314K -6,208 -29%
PS
224
Principal Securities
Iowa
$780K -$688K -13,620 -47%
CPRC
225
Consolidated Portfolio Review Corp
New York
$765K -$12.5K -247 -2%