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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$36.2M +$1.3M +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 +$3.28M +64,934 +11%
LC
29
Luminist Capital
Michigan
$34.4M +$11.9M +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 -$5.97M -118,008 -15%
OAS
33
Optivise Advisory Services
Tennessee
$29.8M +$11.7M +231,021 +65%
FWI
34
Facet Wealth Inc
Maryland
$29M -$817K -16,154 -3%
NRI
35
NFP Retirement Inc
California
$28.4M -$1.62M -31,954 -5%
SFI
36
SPC Financial Inc
Maryland
$28.4M -$52.6M -1,039,925 -65%
GM
37
GeoWealth Management
Illinois
$28M -$1.72M -33,920 -6%
JIP
38
Jaffetilchin Investment Partners
Florida
$26.8M +$26.7M +528,631 New
IFS
39
Ifrah Financial Services
Arkansas
$25.6M +$669K +13,218 +3%
SL
40
Summitry LLC
California
$24.9M -$1.75M -34,656 -7%
AG
41
Ascent Group
Virginia
$24.7M +$6.01M +118,844 +32%
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.5M +$1.33M +26,386 +6%
OIA
43
OneDigital Investment Advisors
Kansas
$24.3M +$344K +6,794 +1%
WCG
44
Weaver Consulting Group
California
$23.9M -$287K -5,676 -1%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$23.1M +$9.04M +178,675 +64%
MML Investors Services
46
MML Investors Services
Massachusetts
$22.1M -$2.47M -48,918 -10%
HIC
47
Hartline Investment Corp
Illinois
$21.2M +$21.2M +418,322 New
BFG
48
Beacon Financial Group
Texas
$20.5M +$45.5K +900 +0.2%
PAG
49
Private Advisor Group
New Jersey
$20M -$26M -513,238 -57%
CC
50
Cypress Capital
Tennessee
$18.6M -$347K -6,863 -2%

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.