TFLO icon

iShares Treasury Floating Rate Bond ETF

398 hedge funds and large institutions have $3.89B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$42.9M
2 +$32.3M
3 +$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IMG Wealth Management
Florida
$600K
SPIA
252
Steward Partners Investment Advisory
New York
$596K
CF
253
Clarity Financial
Texas
$590K
RWA
254
Redmont Wealth Advisors
Illinois
$576K
DAS
255
Diversify Advisory Services
Utah
$571K
EGA
256
Eagle Global Advisors
Texas
$570K
VA
257
Valmark Advisers
Ohio
$559K
GVAG
258
Great Valley Advisor Group
Delaware
$552K
SAM
259
Secure Asset Management
Michigan
$546K
IA
260
Integrity Alliance
Iowa
$543K
LWM
261
Liberty Wealth Management
California
$512K
BIA
262
Bigelow Investment Advisors
Maine
$510K
MFG
263
Magnus Financial Group
New York
$504K
EWP
264
Elevation Wealth Partners
California
$501K
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$499K
PWM
266
PBMares Wealth Management
Virginia
$496K
PFP
267
Pinnacle Financial Partners
Tennessee
$488K
CWM
268
Copia Wealth Management
Oregon
$483K
CTI
269
Community Trust & Investment
Kentucky
$464K
ACA
270
Aptus Capital Advisors
Alabama
$462K
GWANC
271
Guardian Wealth Advisors (North Carolina)
North Carolina
$462K
PJSIMP
272
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K
FHA
273
Flagship Harbor Advisors
Massachusetts
$454K
IFWM
274
Institute for Wealth Management
Colorado
$431K
AFP
275
Ausdal Financial Partners
Iowa
$430K