TFLO icon

iShares Treasury Floating Rate Bond ETF

398 hedge funds and large institutions have $3.89B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$42.9M
2 +$32.3M
3 +$28.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$10.6M
LCM
77
Lunt Capital Management
Utah
$10.5M
LWAM
78
Legacy Wealth Asset Management
Minnesota
$10.4M
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$10.3M
WMG
80
WESCAP Management Group
California
$10.2M
MA
81
Mutual Advisors
Nebraska
$10.2M
NCM
82
New Capital Management
Texas
$10.1M
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$9.7M
UCFA
84
United Capital Financial Advisors
Texas
$9.46M
MAM
85
Milestone Asset Management
Pennsylvania
$9.44M
BCI
86
Brinker Capital Investments
Pennsylvania
$9.43M
EW
87
Element Wealth
Mississippi
$9.21M
CC
88
Cypress Capital
Tennessee
$9.04M
EWM
89
Elmwood Wealth Management
California
$8.89M
VHAM
90
Van Hulzen Asset Management
California
$8.64M
SA
91
Sovran Advisors
California
$8.43M
GCM
92
Generation Capital Management
New York
$7.83M
AAS
93
Avantax Advisory Services
Texas
$7.55M
MCA
94
Magnolia Capital Advisors
Mississippi
$7.52M
MWM
95
Meridian Wealth Management
Kentucky
$7.44M
CWA
96
Capital Wealth Alliance
Arizona
$7.24M
PWM
97
Perigon Wealth Management
California
$7.09M
VBFG
98
Vishria Bird Financial Group
Tennessee
$7.06M
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$6.95M
AWA
100
Aquire Wealth Advisors
Utah
$6.72M