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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.

New
Increased
Maintained
Reduced
Closed
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 %
LCM
76
Lunt Capital Management
Utah
$10.5M -$2.93M -57,788 -22%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$10.4M -$678K -13,388 -6%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$10.3M +$2.65M +52,342 +34%
WMG
79
WESCAP Management Group
California
$10.2M +$651K +12,851 +7%
MA
80
Mutual Advisors
Nebraska
$10.2M +$700K +13,817 +7%
NCM
81
New Capital Management
Texas
$10.1M +$701K +13,836 +7%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$9.7M +$2.08M +41,144 +27%
UCFA
83
United Capital Financial Advisors
Texas
$9.46M -$339K -6,687 -3%
MAM
84
Milestone Asset Management
Pennsylvania
$9.44M +$9.11M +179,907 +2,819%
BCI
85
Brinker Capital Investments
Pennsylvania
$9.43M -$1.1M -21,770 -10%
EW
86
Element Wealth
Mississippi
$9.21M -$635K -12,531 -6%
CC
87
Cypress Capital
Tennessee
$9.04M -$9.61M -189,668 -52%
EWM
88
Elmwood Wealth Management
California
$8.89M +$1.81M +35,670 +26%
VHAM
89
Van Hulzen Asset Management
California
$8.64M +$366K +7,218 +4%
SA
90
Sovran Advisors
California
$8.43M +$2.07M +41,048 +33%
GCM
91
Generation Capital Management
New York
$7.83M +$506K +9,998 +7%
AAS
92
Avantax Advisory Services
Texas
$7.55M -$61.4K -1,213 -0.8%
MCA
93
Magnolia Capital Advisors
Mississippi
$7.52M -$2.95M -58,237 -28%
MWM
94
Meridian Wealth Management
Kentucky
$7.44M +$845K +16,688 +13%
CWA
95
Capital Wealth Alliance
Arizona
$7.24M +$169K +3,333 +2%
PWM
96
Perigon Wealth Management
California
$7.09M -$242K -4,780 -3%
VBFG
97
Vishria Bird Financial Group
Tennessee
$7.06M -$318K -6,275 -4%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$6.95M +$383K +7,555 +6%
AWA
99
Aquire Wealth Advisors
Utah
$6.72M +$3.35M +66,203 +100%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$6.62M -$776K -15,360 -10%
2 3
4
5 6