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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 %
RCS
126
Retirement Capital Strategies
California
$4.09M +$699K +13,799 +21%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.08M -$422K -8,334 -9%
CTC
128
Central Trust Company
Missouri
$4.07M -$330K -6,521 -8%
CCA
129
Cravens & Co Advisors
Tennessee
$4.05M +$53.3K +1,052 +1%
SMC
130
Smith, Moore & Co
Missouri
$3.98M +$325K +6,425 +9%
PP
131
PFS Partners
New Jersey
$3.94M +$139K +2,745 +4%
PFA
132
Professional Financial Advisors
Nebraska
$3.92M +$1.12M +22,029 +40%
BF
133
Baring Financial
Washington
$3.89M +$218K +4,310 +6%
RSWA
134
Robinson Smith Wealth Advisors
Maine
$3.81M -$103K -2,036 -3%
AF
135
Allworth Financial
California
$3.65M -$271K -5,360 -7%
SB
136
Strategic Blueprint
Georgia
$3.61M +$908K +17,935 +34%
FFN
137
Focus Financial Network
Minnesota
$3.51M +$376K +7,424 +12%
AAS
138
Ameritas Advisory Services
Nebraska
$3.31M +$1.27M +25,169 +63%
WA
139
WESPAC Advisors
California
$3.3M +$1.84M +36,352 +126%
YWM
140
Yoder Wealth Management
California
$3.27M +$295K +5,830 +10%
AIP
141
Almanack Investment Partners
Pennsylvania
$3.17M -$35.3K -696 -1%
MOS
142
MGO One Seven
Ohio
$3.16M +$253K +4,999 +9%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$3.16M +$1.5M +29,544 +90%
KAS
144
Kestra Advisory Services
Texas
$3.11M +$716K +14,141 +30%
OP
145
ORG Partners
Indiana
$3.07M +$165K +3,267 +6%
IWC
146
Integrated Wealth Concepts
Massachusetts
$3M -$2.76M -54,450 -48%
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$2.99M +$910K +17,974 +44%
MAS
148
MPWM Advisory Solutions
Georgia
$2.95M +$939K +18,548 +47%
TCWM
149
Total Clarity Wealth Management
Illinois
$2.76M +$602K +11,890 +28%
ECA
150
Elevation Capital Advisory
Oregon
$2.75M +$2.32M +45,876 +546%
4 5
6
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