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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
DF
351
Dunhill Financial
United Kingdom
$74.5K +$74.4K +1,470 New
FF
352
Friedenthal Financial
New Jersey
$68.8K -$2.38K -47 -3%
GCM
353
Gables Capital Management
Florida
$67K
TWC
354
TD Waterhouse Canada
Ontario, Canada
$61.6K
CI
355
CX Institutional
Indiana
$59K +$59.3K +1,173 New
CWP
356
Clark Wealth Partners
Illinois
$51.7K +$354 +7 +0.7%
BlackRock
357
BlackRock
New York
$45.6K -$310K -6,128 -87%
NB
358
NBT Bank
New York
$42.1K
AT
359
Arlington Trust
Alabama
$39.1K
SAM
360
Smartleaf Asset Management
Massachusetts
$26.5K +$26.5K +523 New
CSC
361
Caldwell Sutter Capital
California
$24.5K +$1.26K +25 +5%
IA
362
IFP Advisors
Florida
$24.2K +$101 +2 +0.4%
CA
363
Continuum Advisory
Idaho
$22.3K +$9.26K +183 +71%
CMA
364
Cedar Mountain Advisors
Oregon
$17.5K -$11K -217 -39%
PSFG
365
Park Square Financial Group
Georgia
$16K -$304 -6 -2%
S
366
SignatureFD
Georgia
$12.7K -$202 -4 -2%
AG
367
AmeriFlex Group
Nevada
$12.4K
T
368
Transce3nd
Texas
$10.6K +$10.5K +208 +20,800%
GWSG
369
GPS Wealth Strategies Group
Colorado
$10.2K +$10.2K +201 New
CPBTD
370
Central Pacific Bank - Trust Division
Hawaii
$9.22K -$76.9K -1,521 -89%
HNB
371
Huntington National Bank
Ohio
$8.87K
CFD
372
Creative Financial Designs
Indiana
$8.36K -$10.1K -200 -55%
CPG
373
Cornerstone Planning Group
New Jersey
$8.03K +$101 +2 +1%
SIC
374
Salem Investment Counselors
North Carolina
$6.54K
WA
375
WestEnd Advisors
North Carolina
$6.23K

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.