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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

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
Holders
386
Holders Change
-20
Holders Change %
-4.93%
% of All Funds
5.24%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.67%
New
42
Increased
162
Reduced
149
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.4M
2
MSAM
Moloney Securities Asset Management
Missouri
+$32.9M
3
JIP
Jaffetilchin Investment Partners
Florida
+$26.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
5
HIC
Hartline Investment Corp
Illinois
+$21.2M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
-$52.7M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$43.4M
3
PAG
Private Advisor Group
New Jersey
-$26M
4
AIA
Acute Investment Advisory
Arizona
-$24.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$6.57M -$781K -15,408 -11%
SA
102
Sovran Advisors
California
$6.37M +$967K +19,128 +18%
PAWA
103
Palo Alto Wealth Advisors
California
$6.28M +$3.25M +64,241 +107%
GAM
104
Gotham Asset Management
New York
$6.16M -$1M -19,832 -14%
CWMGP
105
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.99M -$1.65M -32,640 -22%
SOS
106
Silver Oak Securities
Tennessee
$5.98M -$3.28M -64,788 -35%
IWC
107
Integrated Wealth Concepts
Massachusetts
$5.75M +$4M +78,973 +228%
MBT
108
Montecito Bank & Trust
California
$5.54M -$127K -2,511 -2%
SW
109
SteelPeak Wealth
California
$5.45M +$577K +11,398 +12%
FH
110
FWG Holdings
Florida
$5.45M +$2.1M +41,441 +63%
SC
111
Slow Capital
California
$5.36M +$1.06M +20,866 +25%
LFS
112
Littlejohn Financial Services
Oregon
$5.21M +$550K +10,856 +12%
SIA
113
Sovereign Investment Advisors
Arizona
$5.19M -$227K -4,481 -4%
CCA
114
Cypress Capital Advisors
Tennessee
$5.15M -$422K -8,332 -8%
SW
115
SVB Wealth
Massachusetts
$5M -$1.24M -24,384 -20%
SWA
116
Sax Wealth Advisors
New Jersey
$4.98M +$4.98M +98,363 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4.89M +$672K +13,265 +16%
MAG
118
Members Advisory Group
New York
$4.88M +$52.7K +1,041 +1%
DI
119
Disciplined Investments
Oklahoma
$4.79M -$352K -6,958 -7%
SI
120
Seeds Investor
New York
$4.79M +$989K +19,516 +26%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M -$1.19M -23,450 -21%
CTC
122
Central Trust Company
Missouri
$4.4M +$834K +16,453 +23%
CW
123
CreativeOne Wealth
Kansas
$4.09M +$342K +6,748 +9%
AWM
124
AE Wealth Management
Kansas
$4.01M -$1.16M -22,804 -22%
CCA
125
Cravens & Co Advisors
Tennessee
$4M +$210K +4,140 +6%
3 4
5
6 7