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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

386 hedge funds and large institutions have $3.98B invested in iShares Treasury Floating Rate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-20
Holders Change %
-4.93%
% of All Funds
5.24%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.67%
New
42
Increased
162
Reduced
149
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$49.4M
2
MSAM
Moloney Securities Asset Management
Missouri
+$32.9M
3
JIP
Jaffetilchin Investment Partners
Florida
+$26.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
5
HIC
Hartline Investment Corp
Illinois
+$21.2M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
-$52.7M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$43.4M
3
PAG
Private Advisor Group
New Jersey
-$26M
4
AIA
Acute Investment Advisory
Arizona
-$24.4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
201
NewEdge Advisors
Louisiana
$1.23M -$1.38M -27,143 -53%
CI
202
CacheTech Inc
Utah
$1.22M +$245K +4,835 +25%
AWM
203
Adams Wealth Management
Utah
$1.22M +$245K +4,835 +25%
MWA
204
MN Wealth Advisors
Kansas
$1.21M -$514K -10,142 -30%
CG
205
CFO4Life Group
Texas
$1.19M +$46.7K +922 +4%
DWG
206
Darden Wealth Group
Michigan
$1.19M -$60.8K -1,200 -5%
AWM
207
Able Wealth Management
New Jersey
$1.18M -$265K -5,234 -18%
ARC
208
Advisor Resource Council
Texas
$1.15M +$307K +6,055 +36%
CA
209
Calton & Associates
Florida
$1.13M +$326K +6,426 +40%
RFS
210
Richardson Financial Services
Massachusetts
$1.07M -$81.3K -1,605 -7%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$1.07M +$41K +810 +4%
EWA
212
EP Wealth Advisors
California
$1.06M +$733K +14,461 +224%
WWM
213
WJ Wealth Management
Arizona
$1.04M +$1.04M +20,521 New
AWM
214
AllSquare Wealth Management
New York
$974K – – –
BAM
215
BTS Asset Management
Massachusetts
$953K +$461K +8,851 +94%
PCA
216
Prosperity Capital Advisors
Ohio
$927K -$1.66M -32,884 -64%
MWM
217
Maridea Wealth Management
New York
$923K -$327K -6,461 -26%
PCIA
218
Prime Capital Investment Advisors
Kansas
$923K -$28K -553 -3%
CF
219
Clarity Financial
Texas
$918K +$8K +158 +0.9%
CF
220
Centaurus Financial
California
$898K -$255K -5,037 -22%
TWCA
221
Two West Capital Advisors
Kansas
$884K -$72.3K -1,430 -8%
HF
222
HRT Financial
New York
$869K +$869K +17,171 New
KFGK
223
Keystone Financial Group (Kentucky)
Kentucky
$847K -$3.9K -77 -0.5%
VWM
224
Vigilare Wealth Management
Arizona
$831K -$23.8K -469 -3%
CFA
225
Cahill Financial Advisors
Minnesota
$818K -$1.94M -38,379 -70%
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