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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 %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$18.4M -$662K -13,067 -3%
GWA
52
GGM Wealth Advisors
Maryland
$17.8M +$1.05M +20,653 +6%
FFS
53
Founders Financial Securities
Maryland
$17M +$6.86M +135,533 +68%
JCM
54
J2 Capital Management
Michigan
$16.9M -$246K -4,859 -1%
MWM
55
Moulton Wealth Management
Washington
$16.9M +$2.44M +48,253 +17%
WA
56
Waverly Advisors
Alabama
$16.7M +$13.7M +270,783 +458%
FFA
57
Farther Finance Advisors
California
$15.7M +$2.76M +54,687 +21%
Creative Planning
58
Creative Planning
Kansas
$15.4M +$4.59M +90,529 +42%
HighTower Advisors
59
HighTower Advisors
Illinois
$15.3M +$1.38M +27,316 +10%
OA
60
Oxbow Advisors
Texas
$15.1M +$106K +2,084 +0.7%
SLFPAM
61
St. Louis Financial Planners Asset Management
Missouri
$14.7M +$1.17M +23,185 +9%
VPP
62
Vertex Planning Partners
Illinois
$14.3M +$2.94M +58,043 +26%
EH
63
Equitable Holdings
New York
$14M -$311K -6,133 -2%
ATI
64
ARK & TLK Investments
Oklahoma
$13.5M -$63.7K -1,258 -0.5%
LCM
65
Lunt Capital Management
Utah
$13.4M -$561K -11,082 -4%
Betterment LLC
66
Betterment LLC
New York
$13.1M +$1.59M +31,411 +14%
SMAM
67
Sugar Maple Asset Management
Wisconsin
$12M -$1.16M -22,802 -9%
CRWM
68
Castle Rock Wealth Management
California
$11.7M -$122K -2,417 -1%
AI
69
Atria Investments
North Carolina
$11.3M +$304 +6 +0%
LWAM
70
Legacy Wealth Asset Management
Minnesota
$11.1M +$1.06M +20,940 +11%
HCA
71
Heck Capital Advisors
Wisconsin
$10.7M +$2.04M +40,198 +24%
BCI
72
Brinker Capital Investments
Pennsylvania
$10.5M +$2M +39,554 +23%
OPS
73
Orion Portfolio Solutions
Nebraska
$10.5M +$2M +39,554 +23%
SFG
74
Stonebridge Financial Group
Pennsylvania
$10.5M +$159K +3,142 +2%
MCA
75
Magnolia Capital Advisors
Mississippi
$10.5M +$3.27M +64,639 +45%
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