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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 %
FGAM
126
Financial Gravity Asset Management
Texas
$3.96M +$3.96M +78,216 New
AF
127
Allworth Financial
California
$3.92M -$272K -5,368 -6%
RSWA
128
Robinson Smith Wealth Advisors
Maine
$3.92M +$32.2K +636 +0.8%
PP
129
PFS Partners
New Jersey
$3.8M -$726K -14,323 -16%
AWS
130
Atria Wealth Solutions
New York
$3.74M -$11.5M -227,736 -76%
BF
131
Baring Financial
Washington
$3.67M +$1.33M +26,180 +57%
SMC
132
Smith, Moore & Co
Missouri
$3.66M +$800K +15,786 +28%
PCP
133
Proficio Capital Partners
Massachusetts
$3.56M -$5.3K -105 -0.1%
AHC
134
Anderson Hoagland & Co
Missouri
$3.51M +$175K +3,464 +5%
SFC
135
Strategic Financial Concepts
Texas
$3.43M +$490K +9,677 +17%
RCS
136
Retirement Capital Strategies
California
$3.4M -$23.8K -469 -0.7%
AWA
137
Aquire Wealth Advisors
Utah
$3.36M +$2.89M +57,061 +612%
AIP
138
Almanack Investment Partners
Pennsylvania
$3.21M +$44.5K +878 +1%
SIA
139
SkyView Investment Advisors
New Jersey
$3.2M +$126K +2,481 +4%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$3.18M +$14.7K +291 +0.5%
FFN
141
Focus Financial Network
Minnesota
$3.13M +$63.4K +1,251 +2%
LWM
142
Lionshead Wealth Management
New York
$3.13M +$150K +2,953 +5%
YWM
143
Yoder Wealth Management
California
$2.98M +$558K +11,020 +23%
DAS
144
Dynamic Advisor Solutions
Arizona
$2.91M -$569K -11,231 -16%
MOS
145
MGO One Seven
Ohio
$2.91M +$592K +11,691 +26%
OP
146
ORG Partners
Indiana
$2.89M -$76.2K -1,510 -3%
PFA
147
Professional Financial Advisors
Nebraska
$2.81M +$146K +2,875 +5%
ASN
148
Advisory Services Network
Georgia
$2.72M -$483K -9,525 -15%
SB
149
Strategic Blueprint
Georgia
$2.71M +$2.71M +53,425 New
Citadel Advisors
150
Citadel Advisors
Florida
$2.66M +$2.66M +52,430 New
4 5
6
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