TFLO icon

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 %
CC
301
Copperleaf Capital
North Carolina
$293K -$45.5K -899 -13%
NL
302
Navalign LLC
California
$281K – – –
BPWM
303
Badgley Phelps Wealth Managers
Washington
$280K -$43.3K -855 -13%
EFG
304
Embree Financial Group
Illinois
$269K -$10.5K -207 -4%
TI
305
TrueMark Investments
Illinois
$255K -$843K -16,648 -77%
KWM
306
Kingsview Wealth Management
Oregon
$253K +$253K +4,987 New
BWM
307
BankPlus Wealth Management
Mississippi
$252K +$252K +4,979 New
WIA
308
World Investment Advisors
California
$251K +$2.08K +41 +0.8%
MMHP
309
Murphy Middleton Hinkle & Parker
Georgia
$248K – – –
WFS
310
Walker Financial Services
Kentucky
$241K +$241K +4,748 New
QWP
311
Quotient Wealth Partners
Texas
$237K – – –
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$11.4K +226 +5%
Northern Trust
313
Northern Trust
Illinois
$232K – – –
WWG
314
West Wealth Group
California
$231K +$231K +4,578 New
CAG
315
Csenge Advisory Group
Florida
$231K -$91.7K -1,813 -28%
AFG
316
Atomi Financial Group
New York
$229K +$229K +4,516 New
TJHA
317
Thomas J. Herzfeld Advisors
Florida
$226K +$117K +2,301 +106%
HIP
318
HUB Investment Partners
Texas
$225K -$195K -3,857 -46%
CIAS
319
Capital Investment Advisory Services
North Carolina
$221K +$214K +4,221 +2,814%
SC
320
Searle & Co
Connecticut
$213K – – –
MAM
321
Mainsail Asset Management
Alabama
$209K +$152 +3 +0.1%
JHC
322
J. Hagan Capital
Kentucky
$208K +$208K +4,130 New
HI
323
Harbour Investments
Wisconsin
$206K -$168K -3,311 -45%
CSP
324
Cary Street Partners
Virginia
$206K -$10.1K -200 -5%
EWM
325
Endowment Wealth Management
Wisconsin
$203K +$203K +4,004 New
11 12
13
14 15