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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
RFN
276
Redwood Financial Network
Ohio
$445K +$162K +3,205 +58%
ECA
277
Elevation Capital Advisory
Oregon
$426K +$425K +8,406 New
IFWM
278
Institute for Wealth Management
Colorado
$424K +$19.9K +393 +5%
GVAG
279
Great Valley Advisor Group
Delaware
$418K +$417K +8,245 New
AIA
280
Accelerate Investment Advisors
California
$417K -$224K -4,438 -35%
S4W
281
Solutions 4 Wealth
Texas
$409K
UB
282
UMB Bank
Missouri
$401K +$400K +7,909 New
DADC
283
D.A. Davidson & Co
Montana
$400K
Lido Advisors
284
Lido Advisors
California
$399K +$398K +7,870 New
MCI
285
MRP Capital Investments
Georgia
$395K +$354K +7,000 +875%
MFG
286
Merit Financial Group
Georgia
$387K -$308K -6,090 -44%
WCM
287
Winebrenner Capital Management
Kentucky
$382K -$13.9K -275 -4%
LSIA
288
LaSalle St. Investment Advisors
Illinois
$379K +$3.49K +69 +0.9%
GS
289
GWN Securities
Florida
$375K +$375K +7,409 New
MG
290
Mather Group
Illinois
$374K -$13.9K -275 -4%
IA
291
Integrity Alliance
Iowa
$364K +$363K +7,182 New
AWM
292
Avior Wealth Management
Nebraska
$344K +$1.16K +23 +0.3%
IWS
293
Insight Wealth Strategies
California
$333K +$607 +12 +0.2%
MAM
294
Milestone Asset Management
Pennsylvania
$323K +$323K +6,383 New
TMWM
295
Taylor & Morgan Wealth Management
Michigan
$322K -$196K -3,882 -38%
SSWM
296
Strait & Sound Wealth Management
California
$320K -$402K -7,948 -56%
AP
297
Aspect Partners
Virginia
$304K
VAM
298
Verity Asset Management
North Carolina
$302K -$121K -2,387 -29%
WFA
299
WMG Financial Advisors
Tennessee
$301K
PAS
300
PKS Advisory Services
New York
$300K +$1.97K +39 +0.7%

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.