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iShares Treasury Floating Rate Bond ETF

390 hedge funds and large institutions have $3.99B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 150

2% more funds holding in top 10

Funds holding in top 10: 4849 (+1)

1.22% less ownership

Funds ownership: 59.98%58.76% (-1.2%)

5% less funds holding

Funds holding: 409390 (-19)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $6.11B → $3.99B (-$2.13B)

Holders
390
Holders Change
-19
Holders Change %
-4.65%
% of All Funds
5.23%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.66%
New
42
Increased
165
Reduced
150
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$6.57M -$779K -15,408 -11%
SA
102
Sovran Advisors
California
$6.37M +$968K +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 +$3.99M +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 +$549K +10,856 +12%
SIA
113
Sovereign Investment Advisors
Arizona
$5.19M -$227K -4,481 -4%
CCA
114
Cypress Capital Advisors
Tennessee
$5.15M -$421K -8,332 -8%
SW
115
SVB Wealth
Massachusetts
$5M -$1.23M -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 +$671K +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 +$987K +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 +$832K +16,453 +23%
SA
123
Sanctuary Advisors
Indiana
$4.13M -$450K -8,887 -10%
CW
124
CreativeOne Wealth
Kansas
$4.09M +$341K +6,748 +9%
AWM
125
AE Wealth Management
Kansas
$4.01M -$1.15M -22,804 -22%

TFLO Hedge Fund Activity: Q1 2025 in Review

390 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q1 2025, worth a combined $3.99B — down 35% from $6.11B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TFLO and 42 opened new positions — a net loss of 7 holders — while 150 trimmed existing stakes and 165 added.

The largest buyer was LPL Financial, adding an estimated $49.3M. The largest seller was SPC Financial Inc, cutting an estimated $52.6M.

  • 390 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q1 2025, down from 409 in Q4 2024.
  • Funds reported $3.99B of iShares Treasury Floating Rate Bond ETF stock for Q1 2025, down 35% quarter-over-quarter.
  • 42 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q1 2025 and 49 closed out, a net change of -7 holders.
  • The largest iShares Treasury Floating Rate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $49.3M added.
  • The largest iShares Treasury Floating Rate Bond ETF seller in Q1 2025 was SPC Financial Inc, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2025.