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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 %
Bank of America
1
Bank of America
North Carolina
$331M +$250K +4,930 +0.1%
LPL Financial
2
LPL Financial
California
$317M +$49.4M +975,106 +18%
Morgan Stanley
3
Morgan Stanley
New York
$196M +$3.41M +67,278 +2%
UBS Group
4
UBS Group
Switzerland
$133M -$8.94M -176,557 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$115M +$22.4M +441,300 +24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$113M -$21M -415,276 -16%
BW
7
BIP Wealth
Georgia
$91.9M +$12.3M +242,881 +15%
FAC
8
Financial Advisory Corporation
Michigan
$82.6M +$1.83M +36,152 +2%
Mariner
9
Mariner
Kansas
$82.4M +$8.82M +174,045 +12%
AssetMark Inc
10
AssetMark Inc
California
$75.8M -$954K -18,836 -1%
AIA
11
Arbor Investment Advisors
North Carolina
$72.5M -$1.56M -30,842 -2%
CAAS
12
Capital Asset Advisory Services
Michigan
$64.4M +$3.96M +78,391 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$64.2M -$22.3M -439,244 -26%
WANY
14
Wealthspire Advisors (New York)
New York
$64.1M +$2.48M +48,964 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$63.2M +$10.1M +198,824 +19%
AWM
16
Axxcess Wealth Management
California
$62.2M +$939K +18,544 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$61.9M +$250K +4,931 +0.4%
Raymond James Financial
18
Raymond James Financial
Florida
$60.4M +$516K +10,186 +0.9%
NQWM
19
Northwest Quadrant Wealth Management
Oregon
$49.6M +$9.06M +178,755 +22%
BCM
20
Brookstone Capital Management
Illinois
$48.6M -$335K -6,603 -0.7%
SYBT
21
Stock Yards Bank & Trust
Kentucky
$44.4M -$539K -10,635 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$44M +$4.72M +93,195 +12%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$43.5M +$3.5M +69,162 +9%
Wells Fargo
24
Wells Fargo
California
$41.7M +$5.29M +104,518 +15%
RI
25
Rinkey Investments
California
$41.6M -$2.65M -52,404 -6%
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