We are live on ! Find out more
TFLO icon

iShares Treasury Floating Rate Bond ETF

413 hedge funds and large institutions have $3.78B invested in iShares Treasury Floating Rate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

4% more capital invested

Capital invested by funds: $3.62B → $3.78B (+$154M)

0% more funds holding

Funds holding: 411413 (+2)

0.08% less ownership

Funds ownership: 55.93%55.85% (-0.08%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.09%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.55%
New
51
Increased
152
Reduced
173
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Steele Capital Management
Iowa
$1.86M +$1.19M +23,534 +179%
CAN
177
Capital Advisor Network
Indiana
$1.85M +$1.85M +36,554 New
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$1.82M -$30K -593 -2%
SWM
179
Spire Wealth Management
Virginia
$1.81M +$496K +9,810 +38%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$1.8M -$1.84M -36,408 -51%
3FI
181
3 Factor Indexing
California
$1.78M +$1.78M +35,209 New
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.74M -$3.32M -65,729 -66%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$1.73M +$1.48M +29,368 +619%
MM
184
Main Management
California
$1.73M -$10.7K -211 -0.6%
MCC
185
Malaga Cove Capital
California
$1.73M +$18.9K +374 +1%
SFG
186
Sovereign Financial Group
Connecticut
$1.7M -$32.2K -637 -2%
PAS
187
Park Avenue Securities
New York
$1.68M -$723K -14,296 -30%
FFN
188
Focus Financial Network
Minnesota
$1.67M -$1.54M -30,461 -48%
STA
189
Summit Trail Advisors
New York
$1.66M +$1.66M +32,871 New
DWM
190
Destination Wealth Management
California
$1.65M +$87.8K +1,736 +6%
EWA
191
EP Wealth Advisors
California
$1.64M +$3.69K +73 +0.2%
AFA
192
AA Financial Advisors
Ohio
$1.6M +$1.59M +31,540 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$1.58M +$1.46M +28,847 +1,237%
DAS
194
Dynamic Advisor Solutions
Arizona
$1.56M -$185K -3,650 -11%
PGWM
195
Parisi Gray Wealth Management
New Jersey
$1.52M -$547K -10,816 -26%
CL
196
Choreo LLC
Illinois
$1.52M +$438K +8,664 +41%
TF
197
Trek Financial
Arizona
$1.43M +$45.3K +896 +3%
SWP
198
Stratos Wealth Partners
Ohio
$1.41M +$7.84K +155 +0.6%
LFAS
199
Level Four Advisory Services
Texas
$1.36M +$1M +19,828 +279%
SFC
200
Strategic Financial Concepts
Texas
$1.34M +$422K +8,338 +46%