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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
Citadel Advisors
151
Citadel Advisors
Florida
$2.66M +$2.65M +52,430 New
JBA
152
Johnson Bixby & Associates
Washington
$2.63M +$828K +16,366 +46%
SCM
153
Steele Capital Management
Iowa
$2.62M +$1.11M +21,963 +74%
GC
154
Guidance Capital
Kentucky
$2.58M +$553K +10,928 +27%
JIR
155
James Investment Research
Ohio
$2.52M -$60.3K -1,192 -2%
KAS
156
Kestra Advisory Services
Texas
$2.4M +$111K +2,199 +5%
HA
157
Hamel Associates
New Jersey
$2.4M -$4.37M -86,305 -65%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$2.35M -$1.51M -29,945 -39%
IP
159
Ignite Planners
California
$2.35M -$102K -2,009 -4%
MWS
160
MFA Wealth Services
California
$2.29M +$1.24M +24,425 +117%
HH
161
Hilltop Holdings
Texas
$2.28M +$52.5K +1,038 +2%
AWA
162
Arkadios Wealth Advisors
Georgia
$2.27M +$384K +7,582 +20%
CL
163
Choreo LLC
Illinois
$2.22M -$156K -3,090 -7%
DWM
164
Destination Wealth Management
California
$2.19M +$107K +2,109 +5%
TCWM
165
Total Clarity Wealth Management
Illinois
$2.15M
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$2.08M -$73.8K -1,459 -3%
MM
167
Main Management
California
$2.03M -$1.12M -22,208 -36%
AAS
168
Ameritas Advisory Services
Nebraska
$2.02M +$45.8K +906 +2%
GWM
169
Geneos Wealth Management
Colorado
$2.02M +$945K +18,681 +88%
Comerica Bank
170
Comerica Bank
Texas
$2.02M +$7.23K +143 +0.4%
MRP
171
Measured Risk Portfolios
California
$2.02M -$609K -12,040 -23%
MAS
172
MPWM Advisory Solutions
Georgia
$2.01M -$377K -7,446 -16%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$2.01M -$909K -17,975 -31%
Citigroup
174
Citigroup
New York
$1.93M -$585K -11,567 -23%
PAS
175
Park Avenue Securities
New York
$1.91M -$200K -3,949 -9%

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.