We are live on ! Find out more
TFLO icon

iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$9.18M -$1.33M -26,327 -13%
WAM
77
Worth Asset Management
Texas
$8.84M +$8.83M +174,572 New
GCM
78
Generation Capital Management
New York
$8.73M +$343K +6,794 +4%
MWM
79
Meridian Wealth Management
Kentucky
$8.64M +$501K +9,900 +6%
SI
80
Seeds Investor
New York
$8.43M +$1.3M +25,737 +18%
SA
81
Sovran Advisors
California
$8.41M +$194K +3,835 +2%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$8.34M +$8.1M +160,212 +3,523%
LC
83
Landaas & Company
Wisconsin
$8.12M -$5.6M -110,826 -41%
UCFA
84
United Capital Financial Advisors
Texas
$8.05M -$1.5M -29,597 -16%
EW
85
Element Wealth
Mississippi
$8.01M -$649K -12,828 -8%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$7.91M -$941K -18,610 -11%
HA
87
Hamel Associates
New Jersey
$7.82M -$4.12M -81,415 -35%
MAM
88
Markin Asset Management
New York
$7.7M -$3.29M -65,060 -30%
SFGP
89
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.57M -$747K -14,770 -9%
AHC
90
Anderson Hoagland & Co
Missouri
$7.39M +$63.7K +1,260 +0.9%
PWM
91
Perigon Wealth Management
California
$7.33M +$98.5K +1,948 +1%
SG
92
Sankala Group
Colorado
$7.32M +$40.1K +793 +0.6%
Cerity Partners
93
Cerity Partners
New York
$7.32M -$1.03M -20,343 -12%
CWA
94
Capital Wealth Alliance
Arizona
$6.83M +$359K +7,093 +6%
MML Investors Services
95
MML Investors Services
Massachusetts
$6.52M -$19.1M -377,631 -75%
Goldman Sachs
96
Goldman Sachs
New York
$6.52M -$5.29M -104,703 -45%
MBT
97
Montecito Bank & Trust
California
$6.26M +$227K +4,490 +4%
PWMG
98
Pioneer Wealth Management Group
Texas
$6.13M +$4.99M +98,697 +442%
SW
99
SteelPeak Wealth
California
$5.94M -$484K -9,568 -8%
SWA
100
Sax Wealth Advisors
New Jersey
$5.89M