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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

387 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 28 closing their positions.

Holders
387
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.2%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.63%
New
43
Increased
158
Reduced
152
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M
2
SFI
2
SPC Financial Inc
Maryland
$71.2M
3
Bank of America
3
Bank of America
North Carolina
$364M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.1M
5
GRP
5
Global Retirement Partners
California
$20.8M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
AssetMark Inc
2
AssetMark Inc
California
$35.8M
3
LC
3
Luminist Capital
Michigan
$11.7M
4
GM
4
GeoWealth Management
Illinois
$6.58M
5
PDL
5
Portfolio Design Labs
California
$16.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LC
26
Landaas & Company
Wisconsin
$37.9M 748,412 +88,882 +13%
SI
27
Stash Investments
New York
$36.6M 723,577 +60,700 +9%
AssetMark Inc
28
AssetMark Inc
California
$35.8M 707,477 -788,790 -53%
Stifel Financial
29
Stifel Financial
Missouri
$35.7M 705,696 +50,986 +8%
SL
30
Summitry LLC
California
$34.7M 685,401 +194,076 +40%
RI
31
Rinkey Investments
California
$34.5M 680,627 -139,988 -17%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$33M 651,974 -207,419 -24%
FWI
33
Facet Wealth Inc
Maryland
$30.7M 606,425 +31,358 +5%
Goldman Sachs
34
Goldman Sachs
New York
$30.1M 594,718 +564,580 +1,873%
NRI
35
NFP Retirement Inc
California
$29.5M 581,563 +20,112 +4%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$28M 553,850 +98,111 +22%
PAG
37
Private Advisor Group
New Jersey
$27.1M 534,668 +140,037 +35%
JIP
38
Jaffetilchin Investment Partners
Florida
$26.9M 531,336 +2,705 +0.5%
IFS
39
Ifrah Financial Services
Arkansas
$25.5M 504,192 -346 -0.1%
OIA
40
OneDigital Investment Advisors
Kansas
$24.3M 480,547 +4 +0%
MML Investors Services
41
MML Investors Services
Massachusetts
$22.7M 448,487 +13,018 +3%
WCG
42
Weaver Consulting Group
California
$22.7M 447,999 -23,141 -5%
HIC
43
Hartline Investment Corp
Illinois
$21.3M 421,518 +3,196 +0.8%
GRP
44
Global Retirement Partners
California
$20.8M 411,469 +411,469 New
OAS
45
Optivise Advisory Services
Tennessee
$20M 395,307 -193,632 -33%
BFG
46
Beacon Financial Group
Texas
$18.7M 369,351 -34,946 -9%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$18.1M 357,979 -5,571 -2%
Creative Planning
48
Creative Planning
Kansas
$17.1M 337,510 +32,917 +11%
PDL
49
Portfolio Design Labs
California
$16.2M 320,256 -361,459 -53%
WA
50
Waverly Advisors
Alabama
$16.2M 319,718 -10,197 -3%
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