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iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 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: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
DWG
201
Darden Wealth Group
Michigan
$1.2M
TFS
202
Thoroughbred Financial Services
Tennessee
$1.2M
AWA
203
Acumen Wealth Advisors
Tennessee
$1.19M
AWM
204
AE Wealth Management
Kansas
$1.13M
MWM
205
Maridea Wealth Management
New York
$1.13M
PWMG
206
Pioneer Wealth Management Group
Texas
$1.13M
BFG
207
Broussard Financial Group
Louisiana
$1.12M
BLC
208
Blue Line Capital
Illinois
$1.1M
CL
209
Choreo LLC
Illinois
$1.08M
MRP
210
Measured Risk Portfolios
California
$1.06M
KWM
211
Keebeck Wealth Management
Illinois
$1.05M
TWCA
212
Two West Capital Advisors
Kansas
$1.04M
PWP
213
Parkwoods Wealth Partners
New York
$1.04M
KWA
214
Kingswood Wealth Advisors
California
$1.01M
SC
215
Sykon Capital
New York
$999K
MA
216
MONECO Advisors
Connecticut
$960K
RSWA
217
Robinson Smith Wealth Advisors
Maine
$930K
GWM
218
GSB Wealth Management
Connecticut
$918K
SFC
219
Strategic Financial Concepts
Texas
$918K
HWA
220
HCR Wealth Advisors
California
$915K
BAM
221
BTS Asset Management
Massachusetts
$905K
AWA
222
Arkadios Wealth Advisors
Georgia
$902K
WA
223
Win Advisors
Florida
$892K
CG
224
CFO4Life Group
Texas
$886K
CA
225
Calton & Associates
Florida
$856K