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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 %
GWM
201
GSB Wealth Management
Connecticut
$1.11M -$226K -4,465 -17%
NA
202
NewEdge Advisors
Louisiana
$1.1M -$131K -2,595 -11%
HWA
203
HCR Wealth Advisors
California
$1.09M -$651K -12,850 -37%
TFS
204
Thoroughbred Financial Services
Tennessee
$1M +$1M +19,759 New
Truist Financial
205
Truist Financial
North Carolina
$982K +$251K +4,958 +34%
AWM
206
AllSquare Wealth Management
New York
$966K -$7.6K -150 -0.8%
CA
207
Calton & Associates
Florida
$965K -$165K -3,261 -15%
TWCA
208
Two West Capital Advisors
Kansas
$942K +$56K +1,106 +6%
JWM
209
JGP Wealth Management
Oregon
$915K +$915K +18,057 New
BAM
210
BTS Asset Management
Massachusetts
$906K -$19.9K -393 -2%
PWP
211
Parkwoods Wealth Partners
New York
$897K +$156K +3,081 +21%
GWM
212
Geneos Wealth Management
Colorado
$872K -$1.15M -22,710 -57%
MA
213
MONECO Advisors
Connecticut
$858K +$114K +2,245 +15%
KFGK
214
Keystone Financial Group (Kentucky)
Kentucky
$843K -$4.71K -93 -0.6%
FWM
215
Fortress Wealth Management
California
$835K +$835K +16,478 New
VWM
216
Vigilare Wealth Management
Arizona
$831K – – –
PFS
217
Prospera Financial Services
Texas
$799K +$320K +6,321 +67%
GF
218
Gries Financial
Ohio
$785K +$266K +5,261 +51%
PCIA
219
Prime Capital Investment Advisors
Kansas
$785K -$138K -2,734 -15%
CPRC
220
Consolidated Portfolio Review Corp
New York
$778K +$778K +15,369 New
IWM
221
IHT Wealth Management
Illinois
$756K +$23.4K +462 +3%
BWP
222
Balboa Wealth Partners
Arizona
$756K – – –
TRCT
223
Tower Research Capital (TRC)
New York
$741K +$741K +14,622 New
IDA
224
Intelligence Driven Advisers
California
$737K -$39.5K -780 -5%
PPA
225
Painted Porch Advisors
California
$710K +$7.65K +151 +1%
7 8
9
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