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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

390 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, 160 increasing their positions, 153 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.23%
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
160
Reduced
153
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M
2
SFI
SPC Financial Inc
Maryland
$71.2M
3
Bank of America
Bank of America
North Carolina
$364M
4
Goldman Sachs
Goldman Sachs
New York
$30.1M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
AssetMark Inc
AssetMark Inc
California
$35.8M
3
LC
Luminist Capital
Michigan
$11.7M
4
GM
GeoWealth Management
Illinois
$6.58M
5
PDL
Portfolio Design Labs
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
226
WJ Wealth Management
Arizona
$705K -$335K -6,610 -32%
TWA
227
TCI Wealth Advisors
Arizona
$704K -$23.6K -465 -3%
MCM
228
MAI Capital Management
Ohio
$702K +$214K +4,221 +44%
PFM
229
Potomac Fund Management
Florida
$687K -$41.2K -815 -6%
RA
230
RFG Advisory
Alabama
$675K -$56.2K -1,109 -8%
NP
231
Nilsine Partners
Colorado
$674K +$190K +3,754 +39%
BEC
232
Blue Edge Capital
Virginia
$670K -$143K -2,822 -18%
CFA
233
Cahill Financial Advisors
Minnesota
$670K -$147K -2,909 -18%
MFG
234
Merit Financial Group
Georgia
$661K +$274K +5,411 +71%
RL
235
Retireful LLC
Michigan
$658K +$658K +12,988 New
AWMS
236
Advocacy Wealth Management Services
Georgia
$657K +$119K +2,354 +22%
PTC
237
Private Trust Company
Ohio
$657K -$787K -15,541 -55%
SWA
238
Stratos Wealth Advisors
Ohio
$651K +$124K +2,446 +23%
RIA
239
Regal Investment Advisors
Michigan
$644K +$86K +1,698 +15%
T
240
Tidemark
California
$619K – – –
HF
241
HRT Financial
New York
$615K -$254K -5,020 -29%
SEIA
242
Signature Estate & Investment Advisors
California
$614K +$143K +2,820 +30%
AWM
243
Able Wealth Management
New Jersey
$613K -$564K -11,140 -48%
RFN
244
Redwood Financial Network
Ohio
$606K +$162K +3,192 +36%
FCIM
245
Fairview Capital Investment Management
California
$604K +$15.2K +300 +3%
IWM
246
IMG Wealth Management
Florida
$600K +$513K +10,121 +590%
SPIA
247
Steward Partners Investment Advisory
New York
$596K -$108K -2,141 -15%
CF
248
Clarity Financial
Texas
$590K -$328K -6,478 -36%
DAS
249
Diversify Advisory Services
Utah
$571K -$69.6K -1,378 -11%
EGA
250
Eagle Global Advisors
Texas
$570K -$15.7K -310 -3%
8 9
10
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