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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
Bank of America
1
Bank of America
North Carolina
$331M +$249K +4,930 +0.1%
LPL Financial
2
LPL Financial
California
$317M +$49.3M +975,106 +18%
Morgan Stanley
3
Morgan Stanley
New York
$196M +$3.4M +67,278 +2%
UBS Group
4
UBS Group
Switzerland
$133M -$8.93M -176,557 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$115M +$22.3M +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 +$8.8M +174,045 +12%
AssetMark Inc
10
AssetMark Inc
California
$75.8M -$953K -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 +$3.97M +78,391 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$64.2M -$22.2M -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 +$938K +18,544 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$61.9M +$249K +4,931 +0.4%
Raymond James Financial
18
Raymond James Financial
Florida
$60.4M +$515K +10,186 +0.9%
NQWM
19
Northwest Quadrant Wealth Management
Oregon
$49.6M +$9.04M +178,755 +22%
BCM
20
Brookstone Capital Management
Illinois
$48.6M -$334K -6,603 -0.7%
SYBT
21
Stock Yards Bank & Trust
Kentucky
$44.4M -$538K -10,635 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$44M +$4.71M +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%

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.