TFLO icon

iShares Treasury Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VA
251
Valmark Advisers
Ohio
$559K -$2.13K -42 -0.4%
GVAG
252
Great Valley Advisor Group
Delaware
$552K +$134K +2,650 +32%
SAM
253
Secure Asset Management
Michigan
$546K -$260K -5,140 -32%
IA
254
Integrity Alliance
Iowa
$543K +$180K +3,546 +49%
LWM
255
Liberty Wealth Management
California
$512K +$512K +10,112 New
BIA
256
Bigelow Investment Advisors
Maine
$510K -$10.6K -210 -2%
MFG
257
Magnus Financial Group
New York
$504K -$170K -3,365 -25%
EWP
258
Elevation Wealth Partners
California
$501K
Pathstone Holdings
259
Pathstone Holdings
New Jersey
$499K -$566K -11,170 -53%
PWM
260
PBMares Wealth Management
Virginia
$496K -$69.9K -1,380 -12%
CWM
261
Copia Wealth Management
Oregon
$483K +$4.66K +92 +1%
CTI
262
Community Trust & Investment
Kentucky
$464K
ACA
263
Aptus Capital Advisors
Alabama
$462K -$13.3K -262 -3%
GWANC
264
Guardian Wealth Advisors (North Carolina)
North Carolina
$462K -$13.2K -261 -3%
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$222K +4,384 +94%
FHA
266
Flagship Harbor Advisors
Massachusetts
$454K -$2.79K -55 -0.6%
IFWM
267
Institute for Wealth Management
Colorado
$431K +$7.45K +147 +2%
AFP
268
Ausdal Financial Partners
Iowa
$430K -$262K -5,168 -38%
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$423K -$238K -4,708 -36%
RFS
270
Richardson Financial Services
Massachusetts
$416K -$646K -12,801 -61%
SFC
271
Strategic Financial Concepts
Texas
$413K -$3.03M -59,642 -88%
Lido Advisors
272
Lido Advisors
California
$409K +$10.8K +213 +3%
UB
273
UMB Bank
Missouri
$401K
DADC
274
D.A. Davidson & Co
Montana
$397K -$2.89K -57 -0.7%
MCI
275
MRP Capital Investments
Georgia
$395K