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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
Bank of America
1
Bank of America
North Carolina
$342M -$21.2M -418,466 -6%
LPL Financial
2
LPL Financial
California
$320M +$12.5M +247,536 +4%
Morgan Stanley
3
Morgan Stanley
New York
$198M -$10.2M -201,383 -5%
UBS Group
4
UBS Group
Switzerland
$128M -$7.37M -145,884 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$119M +$6.9M +136,476 +6%
Mariner
6
Mariner
Kansas
$88.1M +$1.65M +32,589 +2%
FAC
7
Financial Advisory Corporation
Michigan
$83.3M +$1.16M +23,031 +1%
BW
8
BIP Wealth
Georgia
$75.9M -$15.9M -313,786 -17%
WANY
9
Wealthspire Advisors (New York)
New York
$73.7M +$8.09M +160,148 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$69.7M +$3.83M +75,863 +6%
AWM
11
Axxcess Wealth Management
California
$67.9M +$413K +8,164 +0.6%
CAAS
12
Capital Asset Advisory Services
Michigan
$67.8M +$1.44M +28,560 +2%
AIA
13
Arbor Investment Advisors
North Carolina
$65.2M -$3.07M -60,832 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$55.6M +$6.98M +138,112 +14%
NQWM
15
Northwest Quadrant Wealth Management
Oregon
$53.5M +$3.6M +71,259 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$52.1M +$7.88M +155,833 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$51.5M -$5.45M -107,765 -10%
BCM
18
Brookstone Capital Management
Illinois
$50.7M +$1.37M +27,163 +3%
SYBT
19
Stock Yards Bank & Trust
Kentucky
$47.7M +$2.64M +52,173 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$46.9M -$12.3M -242,418 -21%
Wells Fargo
21
Wells Fargo
California
$43.8M -$1.85M -36,686 -4%
SFI
22
SPC Financial Inc
Maryland
$42.7M -$28.5M -562,876 -40%
Stifel Financial
23
Stifel Financial
Missouri
$40.6M +$4.94M +97,757 +14%
SI
24
Stash Investments
New York
$40.4M +$3.78M +74,790 +10%
RI
25
Rinkey Investments
California
$37.7M +$3.28M +64,872 +10%