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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
CCA
126
Cravens & Co Advisors
Tennessee
$4M +$209K +4,140 +6%
FGAM
127
Financial Gravity Asset Management
Texas
$3.96M +$3.96M +78,216 New
AF
128
Allworth Financial
California
$3.92M -$272K -5,368 -6%
RSWA
129
Robinson Smith Wealth Advisors
Maine
$3.92M +$32.2K +636 +0.8%
PP
130
PFS Partners
New Jersey
$3.8M -$725K -14,323 -16%
AWS
131
Atria Wealth Solutions
New York
$3.74M -$11.5M -227,736 -76%
BF
132
Baring Financial
Washington
$3.67M +$1.32M +26,180 +57%
SMC
133
Smith, Moore & Co
Missouri
$3.66M +$799K +15,786 +28%
PCP
134
Proficio Capital Partners
Massachusetts
$3.56M -$5.31K -105 -0.1%
AHC
135
Anderson Hoagland & Co
Missouri
$3.51M +$175K +3,464 +5%
SFC
136
Strategic Financial Concepts
Texas
$3.43M +$490K +9,677 +17%
RCS
137
Retirement Capital Strategies
California
$3.4M -$23.7K -469 -0.7%
AWA
138
Aquire Wealth Advisors
Utah
$3.36M +$2.89M +57,061 +612%
AIP
139
Almanack Investment Partners
Pennsylvania
$3.21M +$44.4K +878 +1%
SIA
140
SkyView Investment Advisors
New Jersey
$3.2M +$125K +2,481 +4%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$3.18M +$14.7K +291 +0.5%
FFN
142
Focus Financial Network
Minnesota
$3.13M +$63.3K +1,251 +2%
LWM
143
Lionshead Wealth Management
New York
$3.13M +$149K +2,953 +5%
YWM
144
Yoder Wealth Management
California
$2.98M +$557K +11,020 +23%
DAS
145
Dynamic Advisor Solutions
Arizona
$2.91M -$568K -11,231 -16%
MOS
146
MGO One Seven
Ohio
$2.91M +$591K +11,691 +26%
OP
147
ORG Partners
Indiana
$2.89M -$76.4K -1,510 -3%
PFA
148
Professional Financial Advisors
Nebraska
$2.81M +$145K +2,875 +5%
ASN
149
Advisory Services Network
Georgia
$2.72M -$482K -9,525 -15%
SB
150
Strategic Blueprint
Georgia
$2.71M +$2.7M +53,425 New

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.