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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
OAJ
376
Ogorek Anthony Joseph
New York
$5K +$5.26K +104 New
AF
377
Advisornet Financial
Minnesota
$4.25K
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05K -$7.18K -142 -64%
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$2.94K +$2.93K +58 New
EWA
380
EverSource Wealth Advisors
Alabama
$2.38K
HWM
381
Hemington Wealth Management
Virginia
$2K
Fidelity Investments
382
Fidelity Investments
Massachusetts
$1.92K +$1.72K +34 +850%
SIM
383
Synergy Investment Management
Florida
$1.72K -$6.12K -121 -78%
CA
384
CoreCap Advisors
Michigan
$1.52K -$3.34K -66 -69%
RIL
385
Rothschild Investment LLC
Illinois
$1.52K
BWL
386
Bogart Wealth LLC
Virginia
$1.37K +$1.37K +27 New
HIA
387
Harbor Investment Advisory
Maryland
$1.11K -$1.31K -26 -54%
SS
388
Sunbelt Securities
Texas
$789
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$659
GWSA
390
Global Wealth Strategies & Associates
Colorado
$203 +$202 +4 New
IHWM
391
Iron Horse Wealth Management
Iowa
$18
SHIM
392
Stone House Investment Management
Pennsylvania
$5
SFA
393
Semmax Financial Advisors
North Carolina
$4
FTUS
394
Flow Traders U.S.
New York
-$12.5M -247,365 Closed
SAI
395
Savvy Advisors Inc
New York
-$5.73M -113,487 Closed
Millennium Management
396
Millennium Management
New York
-$4.12M -81,697 Closed
CFGS
397
Concourse Financial Group Securities
Alabama
-$1.84M -36,380 Closed
LTI
398
Laffer Tengler Investments
Tennessee
-$1.7M -33,734 Closed
OMC
399
Old Mission Capital
Illinois
-$1.62M -32,192 Closed
WA
400
Win Advisors
Florida
-$904K -17,909 Closed

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.