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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
EGA
251
Eagle Global Advisors
Texas
$586K -$12.6K -250 -2%
Ameriprise
252
Ameriprise
Minnesota
$584K -$169K -3,344 -22%
RWA
253
Redmont Wealth Advisors
Illinois
$576K +$575K +11,366 New
PWM
254
PBMares Wealth Management
Virginia
$566K +$239K +4,725 +73%
VA
255
Valmark Advisers
Ohio
$561K +$82.2K +1,625 +17%
RIA
256
Regal Investment Advisors
Michigan
$558K -$370K -7,307 -40%
UAG
257
United Advisor Group
Ohio
$543K +$96K +1,898 +22%
AWMS
258
Advocacy Wealth Management Services
Georgia
$538K -$43.3M -856,718 -99%
SWA
259
Stratos Wealth Advisors
Ohio
$527K +$46.1K +912 +10%
BIA
260
Bigelow Investment Advisors
Maine
$521K -$10.1K -200 -2%
GF
261
Gries Financial
Ohio
$519K -$286K -5,660 -36%
EWP
262
Elevation Wealth Partners
California
$501K
PFPT
263
Pinnacle Financial Partners (Tennessee)
Tennessee
$497K +$27.1K +536 +6%
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$494K -$7.29M -144,104 -94%
PA
265
Probity Advisors
Texas
$494K
MCM
266
MAI Capital Management
Ohio
$488K -$226K -4,471 -32%
NP
267
Nilsine Partners
Colorado
$484K -$56.1K -1,109 -10%
PFS
268
Prospera Financial Services
Texas
$479K +$38K +752 +9%
CWM
269
Copia Wealth Management
Oregon
$478K -$81.1K -1,603 -15%
ACA
270
Aptus Capital Advisors
Alabama
$476K -$51K -1,009 -10%
GWANC
271
Guardian Wealth Advisors (North Carolina)
North Carolina
$475K -$48.8K -964 -9%
SEIA
272
Signature Estate & Investment Advisors
California
$472K +$3.34K +66 +0.7%
CTI
273
Community Trust & Investment
Kentucky
$465K
FHA
274
Flagship Harbor Advisors
Massachusetts
$457K +$116K +2,297 +34%
SVWG
275
Shared Vision Wealth Group
United States
$449K +$49.3K +974 +12%

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.