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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.99B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 150

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1.22% less ownership

Funds ownership: 59.98%58.76% (-1.2%)

5% less funds holding

Funds holding: 409390 (-19)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.99B (-$2.13B)

Holders
390
Holders Change
-19
Holders Change %
-4.65%
% of All Funds
5.23%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.66%
New
42
Increased
165
Reduced
150
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
226
Cahill Financial Advisors
Minnesota
$818K -$1.94M -38,379 -70%
BEC
227
Blue Edge Capital
Virginia
$814K -$13.3K -262 -2%
SAM
228
Secure Asset Management
Michigan
$807K +$43K +851 +6%
IDA
229
Intelligence Driven Advisers
California
$776K +$7.28K +144 +0.9%
BWP
230
Balboa Wealth Partners
Arizona
$756K +$307K +6,070 +69%
MA
231
MONECO Advisors
Connecticut
$744K +$30.2K +597 +4%
PWP
232
Parkwoods Wealth Partners
New York
$741K +$740K +14,636 New
FWM
233
FLP Wealth Management
Arkansas
$738K -$196K -3,866 -21%
IWM
234
IHT Wealth Management
Illinois
$733K -$65K -1,285 -8%
Truist Financial
235
Truist Financial
North Carolina
$731K +$153K +3,018 +26%
RA
236
RFG Advisory
Alabama
$731K -$21.9K -432 -3%
PFM
237
Potomac Fund Management
Florida
$728K -$202K -3,987 -22%
TWA
238
TCI Wealth Advisors
Arizona
$728K +$4K +79 +0.6%
SPIA
239
Steward Partners Investment Advisory
New York
$705K -$2.23K -44 -0.3%
TAM
240
Titleist Asset Management
Texas
$704K +$703K +13,900 New
PPA
241
Painted Porch Advisors
California
$702K +$701K +13,866 New
NL
242
NWAM LLC
Washington
$699K +$179K +3,548 +35%
AFP
243
Ausdal Financial Partners
Iowa
$692K +$691K +13,660 New
TC
244
TownSquare Capital
Utah
$675K +$42.4K +839 +7%
MFG
245
Magnus Financial Group
New York
$675K -$102K -2,022 -13%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$662K +$142K +2,809 +27%
DAS
247
Diversify Advisory Services
Utah
$642K -$89.5K -1,769 -12%
T
248
Tidemark
California
$619K -$20K -395 -3%
IFG
249
Independent Financial Group
California
$615K +$177K +3,509 +41%
FCIM
250
Fairview Capital Investment Management
California
$589K

TFLO Hedge Fund Activity: Q1 2025 in Review

390 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q1 2025, worth a combined $3.99B — down 35% from $6.11B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TFLO and 42 opened new positions — a net loss of 7 holders — while 150 trimmed existing stakes and 165 added.

The largest buyer was LPL Financial, adding an estimated $49.3M. The largest seller was SPC Financial Inc, cutting an estimated $52.6M.

  • 390 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q1 2025, down from 409 in Q4 2024.
  • Funds reported $3.99B of iShares Treasury Floating Rate Bond ETF stock for Q1 2025, down 35% quarter-over-quarter.
  • 42 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q1 2025 and 49 closed out, a net change of -7 holders.
  • The largest iShares Treasury Floating Rate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $49.3M added.
  • The largest iShares Treasury Floating Rate Bond ETF seller in Q1 2025 was SPC Financial Inc, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2025.