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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
HI
326
Harbour Investments
Wisconsin
$206K -$167K -3,311 -45%
CSP
327
Cary Street Partners
Virginia
$206K -$10.1K -200 -5%
EWM
328
Endowment Wealth Management
Wisconsin
$203K +$203K +4,004 New
Brown Advisory
329
Brown Advisory
Maryland
$203K -$18.1K -358 -8%
SCA
330
Southern Capital Advisors
Tennessee
$201K +$201K +3,975 New
FHA
331
First Horizon Advisors
Tennessee
$197K -$8.9K -176 -4%
AA
332
Ancora Advisors
Ohio
$173K -$6.88K -136 -4%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$168K -$26.2K -518 -13%
US Bancorp
334
US Bancorp
Minnesota
$165K +$115K +2,268 +231%
VWWMG
335
Vermillion & White Wealth Management Group
Pennsylvania
$165K -$387K -7,648 -70%
IRC
336
Investors Research Corp
Georgia
$163K +$658 +13 +0.4%
GWM
337
Graybill Wealth Management
Illinois
$158K +$157K +3,112 New
CCM
338
Coldstream Capital Management
Washington
$145K +$145K +2,866 New
LWMI
339
Legacy Wealth Management (Idaho)
Idaho
$139K +$92.1K +1,821 +197%
CFP
340
Comprehensive Financial Planning
Pennsylvania
$131K +$506 +10 +0.4%
MCM
341
MV Capital Management
Maryland
$127K -$8.9K -176 -7%
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$120K -$500K -9,890 -81%
PS
343
Principal Securities
Iowa
$115K
NCM
344
Northwest Capital Management
Oregon
$108K
FFA
345
Founders Financial Alliance
North Carolina
$107K
TCPW
346
Twin City Private Wealth
North Carolina
$92.3K -$28.5K -563 -24%
WP
347
WealthShield Partners
North Carolina
$90.4K +$961 +19 +1%
IWM
348
IMG Wealth Management
Florida
$86.9K -$1.97K -39 -2%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$83.1K +$83K +1,640 New
RF
350
Rossby Financial
Florida
$78.5K +$78.4K +1,550 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.