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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
SF
301
Safeguard Financial
Wisconsin
$298K +$2.02K +40 +0.7%
GWM
302
Gibbs Wealth Management
Georgia
$295K +$4.6K +91 +2%
C1AG
303
Client 1st Advisory Group
Florida
$294K -$18.3K -362 -6%
CC
304
Copperleaf Capital
North Carolina
$293K -$45.5K -899 -13%
NL
305
Navalign LLC
California
$281K
BPWM
306
Badgley Phelps Wealth Managers
Washington
$280K -$43.2K -855 -13%
EFG
307
Embree Financial Group
Illinois
$269K -$10.5K -207 -4%
TI
308
TrueMark Investments
Illinois
$255K -$842K -16,648 -77%
KWM
309
Kingsview Wealth Management
Oregon
$253K +$252K +4,987 New
BWM
310
BankPlus Wealth Management
Mississippi
$252K +$252K +4,979 New
WIA
311
World Investment Advisors
California
$251K +$2.07K +41 +0.8%
MMHP
312
Murphy Middleton Hinkle & Parker
Georgia
$248K
WFS
313
Walker Financial Services
Kentucky
$241K +$240K +4,748 New
QWP
314
Quotient Wealth Partners
Texas
$237K
PJSIMP
315
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$11.4K +226 +5%
Northern Trust
316
Northern Trust
Illinois
$232K
WWG
317
West Wealth Group
California
$231K +$232K +4,578 New
CAG
318
Csenge Advisory Group
Florida
$231K -$91.7K -1,813 -28%
AFG
319
Atomi Financial Group
New York
$229K +$228K +4,516 New
TJHA
320
Thomas J. Herzfeld Advisors
Florida
$226K +$116K +2,301 +106%
HIP
321
HUB Investment Partners
Texas
$225K -$195K -3,857 -46%
CIAS
322
Capital Investment Advisory Services
North Carolina
$221K +$214K +4,221 +2,814%
SC
323
Searle & Co
Connecticut
$213K
MAM
324
Mainsail Asset Management
Alabama
$209K +$152 +3 +0.1%
JHC
325
J. Hagan Capital
Kentucky
$208K +$209K +4,130 New

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.