TFLO icon

iShares Treasury Floating Rate Bond ETF

405 hedge funds and large institutions have $3.6B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$355K
SSWM
302
Strait & Sound Wealth Management
California
$348K
TI
303
TrueMark Investments
Illinois
$345K
MAM
304
Madison Asset Management
Wisconsin
$332K
RL
305
Retireful LLC
Michigan
$331K
Ameriprise
306
Ameriprise
Minnesota
$325K
AWA
307
Arete Wealth Advisors
Illinois
$324K
TMWM
308
Taylor & Morgan Wealth Management
Michigan
$323K
FWM
309
FLP Wealth Management
Arkansas
$319K
BWG
310
Boomfish Wealth Group
Georgia
$312K
WCM
311
Winebrenner Capital Management
Kentucky
$305K
NL
312
NWAM LLC
Washington
$289K
PAS
313
PKS Advisory Services
New York
$284K
PCP
314
Proficio Capital Partners
Massachusetts
$283K
NL
315
Navalign LLC
California
$280K
FFG
316
Fiduciary Financial Group
California
$277K
CFM
317
Cornerstone Financial Management
Massachusetts
$267K
GWMR
318
GC Wealth Management RIA
Massachusetts
$261K
TWC
319
TD Waterhouse Canada
Ontario, Canada
$258K
WIA
320
World Investment Advisors
California
$253K
EA
321
Ergawealth Advisors
Illinois
$240K
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
$239K
SAM
323
Silvercrest Asset Management
New York
$236K
PI
324
PFG Investments
New York
$236K
AWM
325
Avior Wealth Management
Nebraska
$235K