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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
MA
76
MKT Advisors
California
$10M +$1.2M +23,749 +14%
EW
77
Element Wealth
Mississippi
$9.84M +$835K +16,511 +9%
UCFA
78
United Capital Financial Advisors
Texas
$9.81M +$12.5K +248 +0.1%
JP Morgan Chase
79
JP Morgan Chase
New York
$9.72M -$2.2M -43,519 -18%
WMG
80
WESCAP Management Group
California
$9.55M +$698K +13,801 +8%
MA
81
Mutual Advisors
Nebraska
$9.48M +$832K +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 +$873K +17,266 +12%
CWM
85
Centurion Wealth Management
Virginia
$7.99M
CPCM
86
Cardinal Point Capital Management
Ontario, Canada
$7.7M -$644K -12,730 -8%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$7.7M +$54.6K +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 +$2.96M +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 +$7.39M +146,001 New
VBFG
92
Vishria Bird Financial Group
Tennessee
$7.38M +$86.8K +1,716 +1%
PWM
93
Perigon Wealth Management
California
$7.34M -$974K -19,257 -12%
GCM
94
Generation Capital Management
New York
$7.33M +$603K +11,926 +9%
JWCA
95
J.W. Cole Advisors
Florida
$7.26M +$6.73M +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 +$488K +9,643 +8%
AIA
99
Acute Investment Advisory
Arizona
$6.93M -$24.4M -482,153 -78%
MWM
100
Meridian Wealth Management
Kentucky
$6.59M -$953K -18,844 -13%

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.