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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
IAA
401
Independent Advisor Alliance
North Carolina
-$765K -15,163 Closed
FIA
402
Foundations Investment Advisors
Arizona
-$655K -12,988 Closed
HFO
403
Heritage Family Offices
Arizona
-$645K -12,779 Closed
Jane Street
404
Jane Street
New York
-$574K -11,367 Closed
ACP
405
Aveo Capital Partners
Colorado
-$535K -10,603 Closed
BAM
406
Belpointe Asset Management
Nevada
-$514K -10,152 Closed
Corient Private Wealth
407
Corient Private Wealth
Florida
-$4.39K -10,088 Closed
WAM
408
WealthTrust Asset Management
Florida
-$500K -9,897 Closed
KIM
409
Karpus Investment Management
New York
-$454K -9,000 Closed
PWA
410
Physician Wealth Advisors
Utah
-$451K -8,926 Closed
PAG
411
Private Advisory Group
Washington
-$439K -8,692 Closed
GA
412
GSG Advisors
New Jersey
-$415K -8,219 Closed
PA
413
Pinnacle Associates
New York
-$414K -8,207 Closed
SSWM
414
Sheets Smith Wealth Management
North Carolina
-$409K -8,110 Closed
RF
415
RHS Financial
California
-$358K -7,084 Closed
JAG
416
Journey Advisory Group
Kentucky
-$351K -6,925 Closed
APW
417
Austin Private Wealth
Texas
-$313K -6,204 Closed
Thrivent Financial for Lutherans
418
Thrivent Financial for Lutherans
Minnesota
-$294K -5,823 Closed
SCA
419
Snowden Capital Advisors
New York
-$294K -5,821 Closed
CWP
420
Core Wealth Partners
California
-$275K -5,442 Closed
FPAS
421
Focus Partners Advisor Solutions
Missouri
-$265K -5,243 Closed
SA
422
Skyline Advisors
Washington
-$245K -4,854 Closed
XT
423
XTX Topco
Cayman Islands
-$232K -4,591 Closed
PI
424
PFG Investments
New York
-$223K -4,412 Closed
KDA
425
Kraft Davis & Associates
Missouri
-$216K -4,272 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.