TFLO icon

iShares Treasury Floating Rate Bond ETF

401 hedge funds and large institutions have $3.57B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

16% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 170

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$33.6M
AssetMark Inc
27
AssetMark Inc
California
$33.3M
FWI
28
Facet Wealth Inc
Maryland
$32.6M
LWANC
29
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.3M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$30.2M
HighTower Advisors
31
HighTower Advisors
Illinois
$29.8M
NRI
32
NFP Retirement Inc
California
$29.5M
JIP
33
Jaffetilchin Investment Partners
Florida
$28.7M
IFS
34
Ifrah Financial Services
Arkansas
$26.3M
MML Investors Services
35
MML Investors Services
Massachusetts
$25.6M
ATI
36
ARK & TLK Investments
Oklahoma
$25.4M
OIA
37
OneDigital Investment Advisors
Kansas
$24.7M
Jones Financial Companies
38
Jones Financial Companies
Missouri
$24.3M
PCA
39
Prosperity Capital Advisors
Ohio
$20.8M
WCG
40
Weaver Consulting Group
California
$20.7M
SL
41
Summitry LLC
California
$20.7M
Betterment LLC
42
Betterment LLC
New York
$19.7M
CPCM
43
Cardinal Point Capital Management
Ontario, Canada
$19.6M
Creative Planning
44
Creative Planning
Kansas
$19.5M
SLFPAM
45
St. Louis Financial Planners Asset Management
Missouri
$18.3M
VPP
46
Vertex Planning Partners
Illinois
$16.6M
GRP
47
Global Retirement Partners
California
$15.3M
CRWM
48
Castle Rock Wealth Management
California
$14.2M
AFWM
49
Arta Finance Wealth Management
California
$13.9M
LC
50
Landaas & Company
Wisconsin
$13.7M