iShares Treasury Floating Rate Bond ETF
TFLO
414 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.
27% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 41
18% more funds holding in top 10
Funds holding in top 10: 38 → 45 (+7)
4% more capital invested
Capital invested by funds: $3.62B → $3.78B (+$155M)
1% more funds holding
Funds holding: 411 → 414 (+3)
0.07% less ownership
Funds ownership: 55.93% → 55.86% (-0.07%)
12% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$97.1M |
| 2 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
+$35.9M |
| 3 |
FWA
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
+$29.6M |
| 4 |
MWM
Moulton Wealth Management
Spokane,
Washington
|
+$23.3M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$50.4M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$26.6M |
| 3 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$25M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$19.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$15.5M |
TFLO Hedge Fund Activity: Q1 2026 in Review
414 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q1 2026, worth a combined $3.78B — up 4.3% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new TFLO positions and 41 closed out — a net gain of 11 holders — while 152 added to existing stakes and 173 trimmed.
The largest buyer was Bank of America, adding an estimated $97.1M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $50.4M sold.
- 414 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q1 2026, up from 411 in Q4 2025.
- Funds reported $3.78B of iShares Treasury Floating Rate Bond ETF stock for Q1 2026, up 4.3% quarter-over-quarter.
- 52 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q1 2026 and 41 closed out, a net change of +11 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q1 2026 was Bank of America, an estimated $97.1M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $50.4M sold.
Based on aggregated 13F filings for Q1 2026.