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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 %
IFWM
276
Institute for Wealth Management
Colorado
$424K +$19.9K +393 +5%
GVAG
277
Great Valley Advisor Group
Delaware
$418K +$418K +8,245 New
AIA
278
Accelerate Investment Advisors
California
$417K -$225K -4,438 -35%
S4W
279
Solutions 4 Wealth
Texas
$409K – – –
UB
280
UMB Bank
Missouri
$401K +$401K +7,909 New
DADC
281
D.A. Davidson & Co
Montana
$400K – – –
Lido Advisors
282
Lido Advisors
California
$399K +$399K +7,870 New
MCI
283
MRP Capital Investments
Georgia
$395K +$355K +7,000 +875%
MFG
284
Merit Financial Group
Georgia
$387K -$309K -6,090 -44%
WCM
285
Winebrenner Capital Management
Kentucky
$382K -$13.9K -275 -4%
LSIA
286
LaSalle St. Investment Advisors
Illinois
$379K +$3.5K +69 +0.9%
GS
287
GWN Securities
Florida
$375K +$375K +7,409 New
MG
288
Mather Group
Illinois
$374K -$13.9K -275 -4%
IA
289
Integrity Alliance
Iowa
$364K +$364K +7,182 New
AWM
290
Avior Wealth Management
Nebraska
$344K +$1.17K +23 +0.3%
IWS
291
Insight Wealth Strategies
California
$333K +$608 +12 +0.2%
MAM
292
Milestone Asset Management
Pennsylvania
$323K +$323K +6,383 New
TMWM
293
Taylor & Morgan Wealth Management
Michigan
$322K -$197K -3,882 -38%
SSWM
294
Strait & Sound Wealth Management
California
$320K -$403K -7,948 -56%
AP
295
Aspect Partners
Virginia
$304K – – –
VAM
296
Verity Asset Management
North Carolina
$302K -$121K -2,387 -29%
WFA
297
WMG Financial Advisors
Tennessee
$301K – – –
PAS
298
PKS Advisory Services
New York
$300K +$1.98K +39 +0.7%
SF
299
Safeguard Financial
Wisconsin
$298K +$2.03K +40 +0.7%
C1AG
300
Client 1st Advisory Group
Florida
$294K -$18.3K -362 -6%
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