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iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
201
Prostatis Group
Maryland
$1.32M -$227K -4,487 -15%
MWS
202
MFA Wealth Services
California
$1.31M +$41.3K +816 +3%
PWP
203
Parkwoods Wealth Partners
New York
$1.29M +$252K +4,981 +24%
CB
204
Chris Bulman
California
$1.28M -$113K -2,226 -8%
AA
205
Advisory Advocates
Michigan
$1.27M +$485K +9,585 +61%
HTC
206
Haverford Trust Company
Pennsylvania
$1.27M -$65.9K -1,303 -5%
MWM
207
Maridea Wealth Management
New York
$1.27M +$136K +2,697 +12%
OC
208
Oppenheimer & Co
New York
$1.24M -$574K -11,355 -32%
SAM
209
Secure Asset Management
Michigan
$1.21M -$10.3K -203 -0.8%
MMA
210
Miracle Mile Advisors
California
$1.19M -$1.12M -22,133 -48%
DWG
211
Darden Wealth Group
Michigan
$1.19M -$11.4K -225 -0.9%
MRP
212
Measured Risk Portfolios
California
$1.11M +$45.2K +894 +4%
TSS
213
Two Sigma Securities
New York
$1.11M +$1.11M +21,887 New
LPFG
214
Landing Point Financial Group
Ohio
$1.11M +$1.11M +21,878 New
TFS
215
Thoroughbred Financial Services
Tennessee
$1.11M -$95.2K -1,883 -8%
IP
216
Indivisible Partners
Florida
$1.08M +$477K +9,428 +79%
IFG
217
Independent Financial Group
California
$1.07M -$236K -4,675 -18%
KWM
218
Keebeck Wealth Management
Illinois
$1.05M
TWCA
219
Two West Capital Advisors
Kansas
$1.05M +$8.09K +160 +0.8%
WWA
220
WCG Wealth Advisors
Nevada
$1.02M +$286K +5,661 +39%
PCM
221
Price Capital Management
Louisiana
$1.01M +$1.01M +20,000 New
KWA
222
Kingswood Wealth Advisors
California
$996K -$13.9K -275 -1%
MA
223
MONECO Advisors
Connecticut
$991K +$27.1K +536 +3%
P
224
&Partners
Tennessee
$982K +$580K +11,471 +145%
IWM
225
IHT Wealth Management
Illinois
$940K +$303K +5,994 +48%