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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
Bank of America
1
Bank of America
North Carolina
$392M +$97.1M +1,920,892 +33%
LPL Financial
2
LPL Financial
California
$342M -$280K -5,540 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$184M +$363K +7,187 +0.2%
UBS Group
4
UBS Group
Switzerland
$103M -$8.52M -168,523 -8%
WANY
5
Wealthspire Advisors (New York)
New York
$90.8M +$3.46M +68,398 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$88.6M -$5.55M -109,850 -6%
Mariner
7
Mariner
Kansas
$79.1M -$486K -9,606 -0.6%
FAC
8
Financial Advisory Corporation
Michigan
$75.7M -$5.03M -99,404 -6%
AIA
9
Arbor Investment Advisors
North Carolina
$67.7M +$5.19M +102,751 +8%
BW
10
BIP Wealth
Georgia
$66M -$9.84M -194,556 -13%
CAAS
11
Capital Asset Advisory Services
Michigan
$59.8M +$8.86M +175,263 +17%
Wells Fargo
12
Wells Fargo
California
$59M +$15.4M +303,711 +35%
NQWM
13
Northwest Quadrant Wealth Management
Oregon
$57.5M +$1.85M +36,651 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$54.3M +$1.03M +20,293 +2%
BCM
15
Brookstone Capital Management
Illinois
$53.9M +$3.16M +62,529 +6%
VPP
16
Vertex Planning Partners
Illinois
$52.6M +$35.9M +709,301 +215%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$52.4M -$2.36M -46,680 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$51.8M -$11.8M -233,995 -19%
Osaic Holdings
19
Osaic Holdings
Arizona
$50.5M +$1.51M +29,864 +3%
SYBT
20
Stock Yards Bank & Trust
Kentucky
$45.9M -$51.2K -1,012 -0.1%
SI
21
Stash Investments
New York
$45.9M +$1.79M +35,331 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$43.4M -$3.01M -59,488 -6%
AC
23
AlphaCore Capital
California
$42.1M -$266K -5,264 -0.6%
Stifel Financial
24
Stifel Financial
Missouri
$41.9M +$8.18M +161,824 +24%
RI
25
Rinkey Investments
California
$40.3M -$1.16M -23,027 -3%