TFLO icon

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 %
JBA
151
Johnson Bixby & Associates
Washington
$2.63M +$829K +16,366 +46%
SCM
152
Steele Capital Management
Iowa
$2.62M +$1.11M +21,963 +74%
GC
153
Guidance Capital
Kentucky
$2.58M +$552K +10,928 +27%
JIR
154
James Investment Research
Ohio
$2.52M -$60.4K -1,192 -2%
KAS
155
Kestra Advisory Services
Texas
$2.4M +$111K +2,199 +5%
HA
156
Hamel Associates
New Jersey
$2.4M -$4.37M -86,305 -65%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$2.35M -$1.52M -29,945 -39%
IP
158
Ignite Planners
California
$2.35M -$101K -2,009 -4%
MWS
159
MFA Wealth Services
California
$2.29M +$1.24M +24,425 +117%
HH
160
Hilltop Holdings
Texas
$2.28M +$52.6K +1,038 +2%
AWA
161
Arkadios Wealth Advisors
Georgia
$2.27M +$384K +7,582 +20%
CL
162
Choreo LLC
Illinois
$2.22M -$157K -3,090 -7%
DWM
163
Destination Wealth Management
California
$2.19M +$107K +2,109 +5%
TCWM
164
Total Clarity Wealth Management
Illinois
$2.15M – – –
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$2.08M -$73.9K -1,459 -3%
MM
166
Main Management
California
$2.03M -$1.13M -22,208 -36%
AAS
167
Ameritas Advisory Services
Nebraska
$2.02M +$45.7K +906 +2%
GWM
168
Geneos Wealth Management
Colorado
$2.02M +$946K +18,681 +88%
Comerica Bank
169
Comerica Bank
Texas
$2.02M +$7.24K +143 +0.4%
MRP
170
Measured Risk Portfolios
California
$2.02M -$610K -12,040 -23%
MAS
171
MPWM Advisory Solutions
Georgia
$2.01M -$377K -7,446 -16%
Bank of New York Mellon
172
Bank of New York Mellon
New York
$2.01M -$911K -17,975 -31%
Citigroup
173
Citigroup
New York
$1.93M -$586K -11,567 -23%
PAS
174
Park Avenue Securities
New York
$1.91M -$200K -3,949 -9%
BFO
175
Boston Family Office
Massachusetts
$1.9M -$190K -3,741 -9%
5 6
7
8 9