TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

390 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, 160 increasing their positions, 153 reducing their positions, and 28 closing their positions.

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.23%
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
160
Reduced
153
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
Morgan Stanley
5
Morgan Stanley
New York
$209M

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 Holding Trade Value Shares
Change 		Shares
Change %
CPCM
51
Cardinal Point Capital Management
Ontario, Canada
$16.1M +$8.43M +166,392 +109%
FFA
52
Farther Finance Advisors
California
$15.5M -$204K -4,037 -1%
OA
53
Oxbow Advisors
Texas
$15.3M +$195K +3,849 +1%
CRWM
54
Castle Rock Wealth Management
California
$15.1M +$3.33M +65,871 +28%
SLFPAM
55
St. Louis Financial Planners Asset Management
Missouri
$15M +$347K +6,854 +2%
VPP
56
Vertex Planning Partners
Illinois
$14.9M +$571K +11,268 +4%
EH
57
Equitable Holdings
New York
$14.5M +$487K +9,613 +3%
HighTower Advisors
58
HighTower Advisors
Illinois
$14.1M -$1.18M -23,393 -8%
Betterment LLC
59
Betterment LLC
New York
$14M +$843K +16,635 +6%
FFS
60
Founders Financial Securities
Maryland
$13.7M -$3.27M -64,602 -19%
AG
61
Ascent Group
Virginia
$13.3M -$11.5M -226,417 -46%
JCM
62
J2 Capital Management
Michigan
$13.2M -$3.69M -72,949 -22%
SOS
63
Silver Oak Securities
Tennessee
$13.1M +$7.09M +139,978 +118%
ATI
64
ARK & TLK Investments
Oklahoma
$12.5M -$1.04M -20,589 -8%
Jane Street
65
Jane Street
New York
$12M +$12M +236,147 New
LC
66
Luminist Capital
Michigan
$11.7M -$22.7M -448,971 -66%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$11.4M +$1.63M +32,277 +17%
BIG
68
Brookwood Investment Group
Arizona
$11.2M +$3.78M +74,541 +51%
MWM
69
Moulton Wealth Management
Washington
$11.1M -$5.74M -113,615 -34%
AI
70
Atria Investments
North Carolina
$11M -$287K -5,668 -3%
SFG
71
Stonebridge Financial Group
Pennsylvania
$10.8M +$267K +5,278 +3%
SMAM
72
Sugar Maple Asset Management
Wisconsin
$10.7M -$1.31M -25,843 -11%
MA
73
MKT Advisors
California
$10.7M +$681K +13,499 +7%
JWCA
74
J.W. Cole Advisors
Florida
$10.6M +$3.36M +66,344 +46%
Cerity Partners
75
Cerity Partners
New York
$10.6M +$1.17M +23,083 +12%
1 2
3
4 5