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iShares Treasury Floating Rate Bond ETF

401 hedge funds and large institutions have $3.57B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 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: $ → $

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

16% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 170

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
AWA
201
Acumen Wealth Advisors
Tennessee
$1.19M
AWM
202
AE Wealth Management
Kansas
$1.13M
MWM
203
Maridea Wealth Management
New York
$1.13M
PWMG
204
Pioneer Wealth Management Group
Texas
$1.13M
BFG
205
Broussard Financial Group
Louisiana
$1.12M
BLC
206
Blue Line Capital
Illinois
$1.1M
CL
207
Choreo LLC
Illinois
$1.08M
MRP
208
Measured Risk Portfolios
California
$1.06M
KWM
209
Keebeck Wealth Management
Illinois
$1.05M
TWCA
210
Two West Capital Advisors
Kansas
$1.04M
PWP
211
Parkwoods Wealth Partners
New York
$1.04M
KWA
212
Kingswood Wealth Advisors
California
$1.01M
SC
213
Sykon Capital
New York
$999K
MA
214
MONECO Advisors
Connecticut
$960K
RSWA
215
Robinson Smith Wealth Advisors
Maine
$930K
GWM
216
GSB Wealth Management
Connecticut
$918K
SFC
217
Strategic Financial Concepts
Texas
$918K
HWA
218
HCR Wealth Advisors
California
$915K
BAM
219
BTS Asset Management
Massachusetts
$905K
AWA
220
Arkadios Wealth Advisors
Georgia
$902K
WA
221
Win Advisors
Florida
$892K
CG
222
CFO4Life Group
Texas
$886K
CA
223
Calton & Associates
Florida
$856K
GVAG
224
Great Valley Advisor Group
Delaware
$848K
HIP
225
HUB Investment Partners
Texas
$838K