TFLO icon

iShares Treasury Floating Rate Bond ETF

411 hedge funds and large institutions have $3.62B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
SMAM
76
Sugar Maple Asset Management
Wisconsin
$9.99M
HKIMG
77
Hutchens & Kramer Investment Management Group
Indiana
$9.6M
UCFA
78
United Capital Financial Advisors
Texas
$9.52M
LWAM
79
Legacy Wealth Asset Management
Minnesota
$9.49M
LCM
80
Lunt Capital Management
Utah
$9.22M
GM
81
GeoWealth Management
Illinois
$8.84M
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$8.83M
EW
83
Element Wealth
Mississippi
$8.63M
EWM
84
Elmwood Wealth Management
California
$8.61M
OWM
85
Omnitrust Wealth Management
Florida
$8.57M
OAS
86
Optivise Advisory Services
Tennessee
$8.36M
GCM
87
Generation Capital Management
New York
$8.36M
Cerity Partners
88
Cerity Partners
New York
$8.32M
SFGP
89
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.29M
SA
90
Sovran Advisors
California
$8.2M
BIG
91
Brookwood Investment Group
Arizona
$8.15M
MWM
92
Meridian Wealth Management
Kentucky
$8.11M
MCA
93
Magnolia Capital Advisors
Mississippi
$7.94M
CC
94
Cypress Capital
Tennessee
$7.7M
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$7.56M
OA
96
Oxbow Advisors
Texas
$7.46M
AHC
97
Anderson Hoagland & Co
Missouri
$7.3M
SG
98
Sankala Group
Colorado
$7.28M
PWM
99
Perigon Wealth Management
California
$7.21M
SI
100
Seeds Investor
New York
$7.11M