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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-20
Holders Change %
-4.93%
% of All Funds
5.24%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.67%
New
42
Increased
162
Reduced
149
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.4M
2
MSAM
Moloney Securities Asset Management
Missouri
+$32.9M
3
JIP
Jaffetilchin Investment Partners
Florida
+$26.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
5
HIC
Hartline Investment Corp
Illinois
+$21.2M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
-$52.7M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$43.4M
3
PAG
Private Advisor Group
New Jersey
-$26M
4
AIA
Acute Investment Advisory
Arizona
-$24.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
251
Redmont Wealth Advisors
Illinois
$576K +$576K +11,366 New
PWM
252
PBMares Wealth Management
Virginia
$566K +$239K +4,725 +73%
VA
253
Valmark Advisers
Ohio
$561K +$82.3K +1,625 +17%
RIA
254
Regal Investment Advisors
Michigan
$558K -$370K -7,307 -40%
UAG
255
United Advisor Group
Ohio
$543K +$96.2K +1,898 +22%
AWMS
256
Advocacy Wealth Management Services
Georgia
$538K -$43.4M -856,718 -99%
SWA
257
Stratos Wealth Advisors
Ohio
$527K +$46.2K +912 +10%
BIA
258
Bigelow Investment Advisors
Maine
$521K -$10.1K -200 -2%
GF
259
Gries Financial
Ohio
$519K -$287K -5,660 -36%
EWP
260
Elevation Wealth Partners
California
$501K – – –
PFP
261
Pinnacle Financial Partners
Tennessee
$497K +$27.2K +536 +6%
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$494K -$7.3M -144,104 -94%
PA
263
Probity Advisors
Texas
$494K – – –
MCM
264
MAI Capital Management
Ohio
$488K -$226K -4,471 -32%
NP
265
Nilsine Partners
Colorado
$484K -$56.2K -1,109 -10%
PFS
266
Prospera Financial Services
Texas
$479K +$38.1K +752 +9%
CWM
267
Copia Wealth Management
Oregon
$478K -$81.2K -1,603 -15%
ACA
268
Aptus Capital Advisors
Alabama
$476K -$51.1K -1,009 -10%
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$475K -$48.8K -964 -9%
SEIA
270
Signature Estate & Investment Advisors
California
$472K +$3.34K +66 +0.7%
CTI
271
Community Trust & Investment
Kentucky
$465K – – –
FHA
272
Flagship Harbor Advisors
Massachusetts
$457K +$116K +2,297 +34%
SVWG
273
Shared Vision Wealth Group
United States
$449K +$49.3K +974 +12%
RFN
274
Redwood Financial Network
Ohio
$445K +$162K +3,205 +58%
ECA
275
Elevation Capital Advisory
Oregon
$426K +$426K +8,406 New
9 10
11
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