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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
Laurel Wealth Advisors (North Carolina)
North Carolina
$501M
2
SFI
SPC Financial Inc
Maryland
$71.2M
3
Bank of America
Bank of America
North Carolina
$364M
4
Goldman Sachs
Goldman Sachs
New York
$30.1M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
AssetMark Inc
AssetMark Inc
California
$35.8M
3
LC
Luminist Capital
Michigan
$11.7M
4
GM
GeoWealth Management
Illinois
$6.58M
5
PDL
Portfolio Design Labs
California
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
Prostatis Group
Maryland
$1.68M +$322K +6,363 +24%
CL
177
Choreo LLC
Illinois
$1.68M -$543K -10,721 -24%
SW
178
SVB Wealth
Massachusetts
$1.65M -$3.35M -66,048 -67%
CB
179
Chris Bulman
California
$1.65M -$40.9K -808 -2%
SIA
180
SkyView Investment Advisors
New Jersey
$1.54M -$1.67M -32,908 -52%
TF
181
Trek Financial
Arizona
$1.52M +$2.68K +53 +0.2%
AWM
182
AE Wealth Management
Kansas
$1.48M -$2.53M -49,884 -63%
PS
183
Principal Securities
Iowa
$1.47M +$1.35M +26,751 +1,171%
OC
184
Oppenheimer & Co
New York
$1.44M -$14.5K -286 -1%
SWP
185
Stratos Wealth Partners
Ohio
$1.43M -$107K -2,118 -7%
AA
186
ArborFi Advisors
Michigan
$1.4M -$83.8K -1,655 -6%
HTC
187
Haverford Trust Company
Pennsylvania
$1.38M -$47.6K -940 -3%
EWA
188
EP Wealth Advisors
California
$1.38M +$317K +6,262 +30%
SWM
189
Spire Wealth Management
Virginia
$1.34M -$248K -4,888 -16%
MWM
190
Maridea Wealth Management
New York
$1.34M +$413K +8,149 +45%
AWS
191
Atria Wealth Solutions
New York
$1.32M -$2.42M -47,842 -65%
PWMG
192
Pioneer Wealth Management Group
Texas
$1.29M -$2.08K -41 -0.2%
KWA
193
Kingswood Wealth Advisors
California
$1.24M +$1.24M +24,425 New
HA
194
Hamel Associates
New Jersey
$1.23M -$1.16M -22,975 -49%
CG
195
CFO4Life Group
Texas
$1.23M +$30.9K +610 +3%
SCM
196
Steele Capital Management
Iowa
$1.21M -$1.42M -27,943 -54%
GT
197
Glenview Trust
Kentucky
$1.2M +$1.2M +23,774 New
BWG
198
Boomfish Wealth Group
Georgia
$1.2M +$1.2M +23,640 New
CF
199
Centaurus Financial
California
$1.2M +$298K +5,884 +33%
DWG
200
Darden Wealth Group
Michigan
$1.18M -$5.07K -100 -0.4%
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