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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-20
Holders Change %
-4.93%
% of All Funds
5.24%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.67%
New
42
Increased
162
Reduced
149
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.4M
2
MSAM
Moloney Securities Asset Management
Missouri
+$32.9M
3
JIP
Jaffetilchin Investment Partners
Florida
+$26.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
5
HIC
Hartline Investment Corp
Illinois
+$21.2M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
-$52.7M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$43.4M
3
PAG
Private Advisor Group
New Jersey
-$26M
4
AIA
Acute Investment Advisory
Arizona
-$24.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
401
Aveo Capital Partners
Colorado
– -$535K -10,603 Closed
BAM
402
Belpointe Asset Management
Nevada
– -$514K -10,152 Closed
Corient Private Wealth
403
Corient Private Wealth
Florida
– -$4.39K -10,088 Closed
WAM
404
WealthTrust Asset Management
Florida
– -$500K -9,897 Closed
KIM
405
Karpus Investment Management
New York
– -$454K -9,000 Closed
PWA
406
Physician Wealth Advisors
Utah
– -$451K -8,926 Closed
PAG
407
Private Advisory Group
Washington
– -$439K -8,692 Closed
GA
408
GSG Advisors
New Jersey
– -$415K -8,219 Closed
PA
409
Pinnacle Associates
New York
– -$414K -8,207 Closed
SSWM
410
Sheets Smith Wealth Management
North Carolina
– -$409K -8,110 Closed
RF
411
RHS Financial
California
– -$358K -7,084 Closed
JAG
412
Journey Advisory Group
Kentucky
– -$351K -6,925 Closed
APW
413
Austin Private Wealth
Texas
– -$313K -6,204 Closed
Thrivent Financial for Lutherans
414
Thrivent Financial for Lutherans
Minnesota
– -$294K -5,823 Closed
SCA
415
Snowden Capital Advisors
New York
– -$294K -5,821 Closed
CWP
416
Core Wealth Partners
California
– -$275K -5,442 Closed
FPAS
417
Focus Partners Advisor Solutions
Missouri
– -$265K -5,243 Closed
SA
418
Skyline Advisors
Washington
– -$245K -4,854 Closed
XT
419
XTX Topco
Cayman Islands
– -$232K -4,591 Closed
PI
420
PFG Investments
New York
– -$223K -4,412 Closed
KDA
421
Kraft Davis & Associates
Missouri
– -$216K -4,272 Closed
LA
422
Lifeworks Advisors
Michigan
– -$203K -4,030 Closed
ICMM
423
Integrated Capital Management (Michigan)
Michigan
– -$202K -3,999 Closed
JIC
424
JRM Investment Counsel
Nebraska
– -$200K -3,964 Closed
WTC
425
WhitTier Trust Company
Nevada
– -$158K -3,123 Closed
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17
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