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iShares Treasury Floating Rate Bond ETF

385 hedge funds and large institutions have $3.72B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 132 increasing their positions, 188 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: 132 | Existing positions reduced: 188

Holders
385
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
RSWA
201
Robinson Smith Wealth Advisors
Maine
$1.1M
PWMG
202
Pioneer Wealth Management Group
Texas
$1.06M
SW
203
SVB Wealth
Massachusetts
$1.03M
CF
204
Centaurus Financial
California
$1.02M
TFS
205
Thoroughbred Financial Services
Tennessee
$1.01M
PWP
206
Parkwoods Wealth Partners
New York
$996K
HWA
207
HCR Wealth Advisors
California
$973K
CA
208
Calton & Associates
Florida
$970K
AWM
209
AllSquare Wealth Management
New York
$965K
TWCA
210
Two West Capital Advisors
Kansas
$963K
MFG
211
Magnus Financial Group
New York
$925K
BAM
212
BTS Asset Management
Massachusetts
$915K
MWM
213
Maridea Wealth Management
New York
$886K
MA
214
MONECO Advisors
Connecticut
$856K
PFS
215
Prospera Financial Services
Texas
$853K
BWP
216
Burling Wealth Partners
Illinois
$847K
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$843K
FWM
218
Fortress Wealth Management
California
$834K
WA
219
WESPAC Advisors
California
$812K
GVAG
220
Great Valley Advisor Group
Delaware
$799K
IWM
221
IHT Wealth Management
Illinois
$788K
NA
222
NewEdge Advisors
Louisiana
$784K
PS
223
Principal Securities
Iowa
$780K
CPRC
224
Consolidated Portfolio Review Corp
New York
$765K
IDA
225
Intelligence Driven Advisers
California
$758K