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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

387 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
387
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.2%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.63%
New
43
Increased
158
Reduced
152
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M
2
SFI
2
SPC Financial Inc
Maryland
$71.2M
3
Bank of America
3
Bank of America
North Carolina
$364M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.1M
5
GRP
5
Global Retirement Partners
California
$20.8M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
AssetMark Inc
2
AssetMark Inc
California
$35.8M
3
LC
3
Luminist Capital
Michigan
$11.7M
4
GM
4
GeoWealth Management
Illinois
$6.58M
5
PDL
5
Portfolio Design Labs
California
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M 25,370,114 +24,886,588 +5,147%
Bank of America
2
Bank of America
North Carolina
$364M 7,179,094 +637,336 +10%
LPL Financial
3
LPL Financial
California
$308M 6,082,216 -166,066 -3%
Morgan Stanley
4
Morgan Stanley
New York
$209M 4,117,645 +247,443 +6%
UBS Group
5
UBS Group
Switzerland
$135M 2,672,525 +52,004 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$112M 2,210,725 -19,902 -0.9%
BW
7
BIP Wealth
Georgia
$91.8M 1,813,317 +113 +0%
Mariner
8
Mariner
Kansas
$86.6M 1,709,598 +83,935 +5%
FAC
9
Financial Advisory Corporation
Michigan
$82.3M 1,624,059 -5,542 -0.3%
SFI
10
SPC Financial Inc
Maryland
$71.2M 1,406,426 +846,162 +151%
AIA
11
Arbor Investment Advisors
North Carolina
$68.4M 1,350,586 -80,888 -6%
AWM
12
Axxcess Wealth Management
California
$67.5M 1,333,263 +105,964 +9%
CAAS
13
Capital Asset Advisory Services
Michigan
$66.2M 1,312,504 +36,116 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$65.9M 1,301,886 +54,611 +4%
WANY
15
Wealthspire Advisors (New York)
New York
$65.7M 1,297,463 +31,395 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$57M 1,125,826 -96,219 -8%
Osaic Holdings
17
Osaic Holdings
Arizona
$53.1M 1,051,139 +182,836 +21%
NQWM
18
Northwest Quadrant Wealth Management
Oregon
$50M 987,033 +8,682 +0.9%
BCM
19
Brookstone Capital Management
Illinois
$49.4M 974,449 +15,850 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$48.7M 961,710 -305,774 -24%
Wells Fargo
21
Wells Fargo
California
$45.7M 902,296 +79,287 +10%
SYBT
22
Stock Yards Bank & Trust
Kentucky
$45.2M 891,461 +15,195 +2%
Raymond James Financial
23
Raymond James Financial
Florida
$44.2M 873,529 -318,622 -27%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$40M 789,698 +76,020 +11%
MSAM
25
Moloney Securities Asset Management
Missouri
$38.4M 759,108 +46,510 +7%
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