We are live on ! Find out more
TFLO icon

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
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$18.4M -$661K -13,067 -3%
GWA
52
GGM Wealth Advisors
Maryland
$17.8M +$1.04M +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 +$2.77M +54,687 +21%
Creative Planning
58
Creative Planning
Kansas
$15.4M +$4.58M +90,529 +42%
HighTower Advisors
59
HighTower Advisors
Illinois
$15.3M +$1.38M +27,316 +10%
OA
60
Oxbow Advisors
Texas
$15.1M +$105K +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 -$310K -6,133 -2%
ATI
64
ARK & TLK Investments
Oklahoma
$13.5M -$63.6K -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 -$1.15M -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 +$2.03M +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%
SFGP
74
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.5M +$159K +3,142 +2%
MCA
75
Magnolia Capital Advisors
Mississippi
$10.5M +$3.27M +64,639 +45%

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.