TFLO icon

iShares Treasury Floating Rate Bond ETF

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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 → $3.98B (-$2.13B)

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MKT Advisors
California
$10M
EW
77
Element Wealth
Mississippi
$9.84M
UCFA
78
United Capital Financial Advisors
Texas
$9.81M
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$9.72M
WMG
80
WESCAP Management Group
California
$9.55M
MA
81
Mutual Advisors
Nebraska
$9.48M
NCM
82
New Capital Management
Texas
$9.45M
Cerity Partners
83
Cerity Partners
New York
$9.43M
VHAM
84
Van Hulzen Asset Management
California
$8.27M
CWM
85
Centurion Wealth Management
Virginia
$7.99M
CPCM
86
Cardinal Point Capital Management
Ontario, Canada
$7.7M
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$7.7M
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$7.62M
AAS
89
Avantax Advisory Services
Texas
$7.61M
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$7.42M
BIG
91
Brookwood Investment Group
Arizona
$7.4M
VBFG
92
Vishria Bird Financial Group
Tennessee
$7.38M
PWM
93
Perigon Wealth Management
California
$7.34M
GCM
94
Generation Capital Management
New York
$7.33M
JWCA
95
J.W. Cole Advisors
Florida
$7.26M
EWM
96
Elmwood Wealth Management
California
$7.08M
CWA
97
Capital Wealth Alliance
Arizona
$7.07M
BPA
98
Beacon Pointe Advisors
California
$7M
AIA
99
Acute Investment Advisory
Arizona
$6.93M
MWM
100
Meridian Wealth Management
Kentucky
$6.59M