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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 %
MA
76
MKT Advisors
California
$10M +$1.2M +23,749 +14%
EW
77
Element Wealth
Mississippi
$9.84M +$836K +16,511 +9%
UCFA
78
United Capital Financial Advisors
Texas
$9.81M +$12.6K +248 +0.1%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$9.72M -$2.2M -43,519 -18%
WMG
80
WESCAP Management Group
California
$9.55M +$699K +13,801 +8%
MA
81
Mutual Advisors
Nebraska
$9.48M +$833K +16,451 +10%
NCM
82
New Capital Management
Texas
$9.45M +$5.11M +100,967 +118%
Cerity Partners
83
Cerity Partners
New York
$9.43M -$1.21M -23,957 -11%
VHAM
84
Van Hulzen Asset Management
California
$8.27M +$875K +17,266 +12%
CWM
85
Centurion Wealth Management
Virginia
$7.99M – – –
CPCM
86
Cardinal Point Capital Management
Ontario, Canada
$7.7M -$645K -12,730 -8%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$7.7M +$54.7K +1,080 +0.7%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$7.62M -$1.66M -32,795 -18%
AAS
89
Avantax Advisory Services
Texas
$7.61M +$2.97M +58,585 +64%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$7.42M -$356K -7,033 -5%
BIG
91
Brookwood Investment Group
Arizona
$7.4M +$7.4M +146,001 New
VBFG
92
Vishria Bird Financial Group
Tennessee
$7.38M +$86.9K +1,716 +1%
PWM
93
Perigon Wealth Management
California
$7.34M -$976K -19,257 -12%
GCM
94
Generation Capital Management
New York
$7.33M +$604K +11,926 +9%
JWCA
95
J.W. Cole Advisors
Florida
$7.26M +$6.74M +133,070 +1,288%
EWM
96
Elmwood Wealth Management
California
$7.08M -$1M -19,782 -12%
CWA
97
Capital Wealth Alliance
Arizona
$7.07M +$275K +5,429 +4%
BPA
98
Beacon Pointe Advisors
California
$7M +$489K +9,643 +8%
AIA
99
Acute Investment Advisory
Arizona
$6.93M -$24.4M -482,153 -78%
MWM
100
Meridian Wealth Management
Kentucky
$6.59M -$955K -18,844 -13%
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4
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