We are live on ! Find out more
TFLO icon

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
PWMG
201
Pioneer Wealth Management Group
Texas
$1.29M +$1.29M +25,554 New
NA
202
NewEdge Advisors
Louisiana
$1.23M -$1.37M -27,143 -53%
AWM
203
Adams Wealth Management
Utah
$1.22M +$245K +4,835 +25%
CI
204
CacheTech Inc
Utah
$1.22M +$245K +4,835 +25%
MWA
205
MN Wealth Advisors
Kansas
$1.21M -$513K -10,142 -30%
CG
206
CFO4Life Group
Texas
$1.19M +$46.6K +922 +4%
DWG
207
Darden Wealth Group
Michigan
$1.19M -$60.7K -1,200 -5%
AWM
208
Able Wealth Management
New Jersey
$1.18M -$265K -5,234 -18%
ARC
209
Advisor Resource Council
Texas
$1.15M +$306K +6,055 +36%
CA
210
Calton & Associates
Florida
$1.13M +$325K +6,426 +40%
RFS
211
Richardson Financial Services
Massachusetts
$1.07M -$81.2K -1,605 -7%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$1.07M +$41K +810 +4%
EWA
213
EP Wealth Advisors
California
$1.06M +$731K +14,461 +224%
WWM
214
WJ Wealth Management
Arizona
$1.04M +$1.04M +20,521 New
AWM
215
AllSquare Wealth Management
New York
$974K
BAM
216
BTS Asset Management
Massachusetts
$953K +$448K +8,851 +94%
PCA
217
Prosperity Capital Advisors
Ohio
$927K -$1.66M -32,884 -64%
MWM
218
Maridea Wealth Management
New York
$923K -$327K -6,461 -26%
PCIA
219
Prime Capital Investment Advisors
Kansas
$923K -$28K -553 -3%
CF
220
Clarity Financial
Texas
$918K +$7.99K +158 +0.9%
CF
221
Centaurus Financial
California
$898K -$255K -5,037 -22%
TWCA
222
Two West Capital Advisors
Kansas
$884K -$72.3K -1,430 -8%
HF
223
HRT Financial
New York
$869K +$869K +17,171 New
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$847K -$3.9K -77 -0.5%
VWM
225
Vigilare Wealth Management
Arizona
$831K -$23.7K -469 -3%

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.