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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 %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$2.71M +$704K +13,894 +35%
MWS
152
MFA Wealth Services
California
$2.57M +$278K +5,479 +12%
MRP
153
Measured Risk Portfolios
California
$2.52M +$501K +9,889 +25%
HKIMG
154
Hutchens & Kramer Investment Management Group
Indiana
$2.51M +$2.51M +49,795 New
JIR
155
James Investment Research
Ohio
$2.5M -$25.3K -499 -1%
IP
156
Ignite Planners
California
$2.44M +$82.1K +1,622 +3%
SC
157
Sykon Capital
New York
$2.28M +$2.28M +44,923 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$2.27M +$878K +17,338 +63%
ASN
159
Advisory Services Network
Georgia
$2.26M -$461K -9,098 -17%
Citigroup
160
Citigroup
New York
$2.18M +$251K +4,950 +13%
LWM
161
Lionshead Wealth Management
New York
$2.17M -$957K -18,890 -31%
PAS
162
Park Avenue Securities
New York
$2.14M +$236K +4,651 +12%
GC
163
Guidance Capital
Kentucky
$2.13M -$449K -8,891 -17%
MMA
164
Miracle Mile Advisors
California
$2.1M +$249K +4,908 +13%
AWA
165
Arkadios Wealth Advisors
Georgia
$2.03M -$239K -4,727 -11%
MM
166
Main Management
California
$2.03M +$658 +13 +0%
CCA
167
Cypress Capital Advisors
Tennessee
$1.98M -$3.17M -62,654 -62%
DWM
168
Destination Wealth Management
California
$1.98M -$210K -4,151 -10%
Comerica Bank
169
Comerica Bank
Texas
$1.95M -$69.2K -1,367 -3%
BFO
170
Boston Family Office
Massachusetts
$1.94M +$40K +789 +2%
CWM
171
Centurion Wealth Management
Virginia
$1.93M -$6.09M -120,290 -76%
IA
172
IFG Advisory
Georgia
$1.86M +$420K +8,300 +29%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$1.85M -$500K -9,865 -21%
SFG
174
Sovereign Financial Group
Connecticut
$1.77M +$67.4K +1,331 +4%
SC
175
Slow Capital
California
$1.68M -$3.68M -72,608 -69%
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