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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$36.2M +$1.31M +25,778 +4%
MSAM
27
Moloney Securities Asset Management
Missouri
$36.1M +$32.9M +649,516 +1,030%
PDL
28
Portfolio Design Labs
California
$34.5M +$3.29M +64,934 +11%
LC
29
Luminist Capital
Michigan
$34.4M +$11.8M +234,304 +52%
SI
30
Stash Investments
New York
$33.6M +$1.76M +34,733 +6%
LC
31
Landaas & Company
Wisconsin
$33.4M +$500K +9,876 +2%
Stifel Financial
32
Stifel Financial
Missouri
$33.2M -$5.98M -118,008 -15%
OAS
33
Optivise Advisory Services
Tennessee
$29.8M +$11.7M +231,021 +65%
FWI
34
Facet Wealth Inc
Maryland
$29M -$816K -16,154 -3%
NRI
35
NFP Retirement Inc
California
$28.4M -$1.62M -31,954 -5%
SFI
36
SPC Financial Inc
Maryland
$28.4M -$52.7M -1,039,925 -65%
GM
37
GeoWealth Management
Illinois
$28M -$1.72M -33,920 -6%
JIP
38
Jaffetilchin Investment Partners
Florida
$26.8M +$26.8M +528,631 New
IFS
39
Ifrah Financial Services
Arkansas
$25.6M +$670K +13,218 +3%
SL
40
Summitry LLC
California
$24.9M -$1.76M -34,656 -7%
AG
41
Ascent Group
Virginia
$24.7M +$6.02M +118,844 +32%
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.5M +$1.34M +26,386 +6%
OIA
43
OneDigital Investment Advisors
Kansas
$24.3M +$344K +6,794 +1%
WCG
44
Weaver Consulting Group
California
$23.9M -$288K -5,676 -1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$23.1M +$9.05M +178,675 +64%
MML Investors Services
46
MML Investors Services
Massachusetts
$22.1M -$2.48M -48,918 -10%
HIC
47
Hartline Investment Corp
Illinois
$21.2M +$21.2M +418,322 New
BFG
48
Beacon Financial Group
Texas
$20.5M +$45.6K +900 +0.2%
PAG
49
Private Advisor Group
New Jersey
$20M -$26M -513,238 -57%
CC
50
Cypress Capital
Tennessee
$18.6M -$348K -6,863 -2%
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