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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

390 hedge funds and large institutions have $4.34B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 160 increasing their positions, 153 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
5.23%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.63%
New
43
Increased
160
Reduced
153
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M
2
SFI
2
SPC Financial Inc
Maryland
$71.2M
3
Bank of America
3
Bank of America
North Carolina
$364M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$209M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
AssetMark Inc
2
AssetMark Inc
California
$35.8M
3
LC
3
Luminist Capital
Michigan
$11.7M
4
GM
4
GeoWealth Management
Illinois
$6.58M
5
PDL
5
Portfolio Design Labs
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
101
GeoWealth Management
Illinois
$6.58M -$21.5M -423,539 -77%
BPA
102
Beacon Pointe Advisors
California
$6.5M -$498K -9,839 -7%
SW
103
SteelPeak Wealth
California
$6.21M +$756K +14,928 +14%
GAM
104
Gotham Asset Management
New York
$6.15M – – –
IWP
105
Invenio Wealth Partners
Florida
$6.02M +$6.02M +118,856 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$5.69M +$799K +15,780 +16%
LFS
107
Littlejohn Financial Services
Oregon
$5.65M +$439K +8,677 +8%
TJHA
108
Thomas J. Herzfeld Advisors
Florida
$5.51M +$5.28M +104,220 +2,332%
FH
109
FWG Holdings
Florida
$5.23M -$197K -3,900 -4%
AHC
110
Anderson Hoagland & Co
Missouri
$5.16M +$1.65M +32,543 +47%
SI
111
Seeds Investor
New York
$5.14M +$354K +6,992 +7%
DI
112
Disciplined Investments
Oklahoma
$5.04M +$252K +4,967 +5%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$5.02M +$1.85M +36,496 +58%
SI
114
Stephens Inc
Arkansas
$5.01M +$3.22M +63,576 +180%
AP
115
Aspect Partners
Virginia
$4.97M +$4.67M +92,191 +1,539%
SWA
116
Sax Wealth Advisors
New Jersey
$4.94M -$44.3K -875 -0.9%
DAS
117
Dynamic Advisor Solutions
Arizona
$4.6M +$1.69M +33,389 +58%
PAWA
118
Palo Alto Wealth Advisors
California
$4.43M -$1.86M -36,743 -30%
FGC
119
Financial Gravity Companies
Texas
$4.42M +$4.42M +87,249 New
HCA
120
Heck Capital Advisors
Wisconsin
$4.4M -$6.29M -124,104 -59%
CW
121
CreativeOne Wealth
Kansas
$4.35M +$260K +5,128 +6%
JBA
122
Johnson Bixby & Associates
Washington
$4.28M +$1.65M +32,583 +63%
MAG
123
Members Advisory Group
New York
$4.27M -$603K -11,897 -12%
WFS
124
Walker Financial Services
Kentucky
$4.13M +$3.89M +76,797 +1,617%
AIA
125
Acute Investment Advisory
Arizona
$4.12M -$2.81M -55,438 -41%
3 4
5
6 7