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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.64 +0.03 (+0.05%)
As of 01:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Number of
Institutional Buyers
(last 12 months)
319
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$1.04B
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TFLO Institutional Buying and Selling by Quarter

iShares Treasury Floating Rate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.19,897$1.01M0.0%-6.4%0.014%
5/21/2025 Schmidt P J Investment Management Inc.4,671$237K0.0%+5.1%0.003%
5/20/2025 Integrity Alliance LLC.7,182$364K0.0%N/A0.005%
5/19/2025 Client 1ST Advisory Group LLC5,805$294K0.1%-5.9%0.004%
5/16/2025 Prostatis Group LLC26,868$1.36M0.4%-2.4%0.019%
5/16/2025 Ascent Group LLC488,406$24.74M1.1%+32.2%0.347%
5/16/2025 Strait & Sound Wealth Management LLC6,314$320K0.1%-55.7%0.004%
5/16/2025 Goldman Sachs Group Inc.30,138$1.53M0.0%+134.1%0.021%
5/16/2025 Jones Financial Companies Lllp2,054$104K0.0%-99.3%0.001%
5/16/2025 Legacy Wealth Managment LLC ID2,744$139K0.1%+197.3%0.002%
5/16/2025 Redwood Financial Network Corp8,776$445K0.3%+57.5%0.006%
5/16/2025 NewEdge Advisors LLC24,300$1.23M0.0%-52.8%0.017%
5/16/2025 Integrated Wealth Concepts LLC113,594$5.76M0.1%+228.1%0.081%
5/16/2025 Copperleaf Capital LLC5,774$293K0.2%-13.5%0.004%
5/15/2025 Federation des caisses Desjardins du Quebec88,837$4.50M0.0%-20.9%0.063%
5/15/2025 EP Wealth Advisors LLC20,905$1.06M0.0%+224.4%0.015%
5/15/2025 Royal Bank of Canada1,247,275$63.19M0.0%+19.0%0.886%
5/15/2025 MAI Capital Management9,638$488K0.0%-31.7%0.007%
5/15/2025 Calton & Associates Inc.22,314$1.13M0.3%+40.4%0.016%
5/15/2025 Titleist Asset Management LLC13,900$704K0.1%N/A0.010%
5/15/2025 Vermillion & White Wealth Management Group LLC3,249$165K0.1%-70.2%0.002%
5/15/2025 Palo Alto Wealth Advisors LLC124,268$6.28M2.5%+107.0%0.088%
5/14/2025 CreativeOne Wealth LLC80,773$4.09M0.1%+9.1%0.057%
5/14/2025 Potomac Fund Management Inc. ADV14,401$728K0.7%-21.7%0.010%
5/14/2025 Thomas J. Herzfeld Advisors Inc.4,469$226K0.1%+106.1%0.003%
5/14/2025 Luminist Capital LLC681,526$34.41M37.0%+52.4%0.484%
5/14/2025 SVB Wealth LLC98,715$5.00M0.2%-19.8%0.070%
5/14/2025 Smartleaf Asset Management LLC523$26K0.0%N/A0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.129,668$6.57M0.0%-10.6%0.092%
5/14/2025 Lionshead Wealth Management LLC61,725$3.13M3.2%+5.0%0.044%
5/14/2025 Haverford Trust Co28,149$1.43M0.0%-5.3%0.020%
5/14/2025 Sax Wealth Advisors LLC98,363$4.98M0.4%N/A0.070%
5/14/2025 Van Hulzen Asset Management LLC163,333$8.27M0.8%+11.8%0.116%
5/14/2025 Kestra Advisory Services LLC47,304$2.40M0.0%+4.9%0.034%
5/14/2025 Compound Planning Inc.4,516$229K0.0%N/A0.003%
5/14/2025 Capital Wealth Alliance LLC139,623$7.07M4.2%+4.0%0.099%
5/14/2025 Vertex Planning Partners LLC282,250$14.30M3.1%+25.9%0.200%
5/13/2025 Blue Edge Capital LLC16,060$814K0.1%-1.6%0.011%
5/13/2025 CacheTech Inc.24,009$1.22M0.2%+25.2%0.017%
5/13/2025 Adams Wealth Management24,009$1.22M0.2%+25.2%0.017%
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5/13/2025 Raymond James Financial Inc.1,192,151$60.39M0.0%+0.9%0.847%
5/13/2025 Boston Family Office LLC37,506$1.90M0.1%-9.1%0.027%
5/13/2025 Measured Risk Portfolios Inc.39,831$2.02M2.2%-23.2%0.028%
5/13/2025 Kovitz Investment Group Partners LLC363,550$18.42M0.1%-3.5%0.258%
5/13/2025 Heck Capital Advisors LLC210,912$10.69M1.2%+23.9%0.150%
5/13/2025 NFP Retirement Inc.561,451$28.44M2.3%-5.4%0.399%
5/13/2025 WESCAP Management Group Inc.188,580$9.55M2.3%+7.9%0.134%
5/13/2025 HighTower Advisors LLC302,480$15.32M0.0%+9.9%0.215%
5/13/2025 Elevation Capital Advisory LLC8,406$426K0.2%N/A0.006%
5/12/2025 Eagle Global Advisors LLC11,567$586K0.0%-2.1%0.008%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors18,366$927K0.1%-64.2%0.013%
5/12/2025 Meridian Wealth Management LLC130,157$6.59M0.3%-12.6%0.092%
5/12/2025 Robinson Smith Wealth Advisors LLC77,312$3.92M3.3%+0.8%0.055%
5/12/2025 Townsquare Capital LLC13,321$675K0.0%+6.7%0.009%
5/12/2025 National Bank of Canada FI9,751$494K0.0%-93.7%0.007%
5/12/2025 Northwest Quadrant Wealth Management LLC978,351$49.56M11.6%+22.4%0.690%
5/9/2025 Tidemark LLC12,220$619K0.2%-3.1%0.009%
5/9/2025 Twin City Private Wealth LLC1,822$92K0.1%-23.6%0.001%
5/9/2025 Endowment Wealth Management Inc.4,004$203K0.1%N/A0.003%
5/9/2025 Wealthspire Advisors LLC1,266,068$64.14M0.4%+4.0%0.893%
5/9/2025 Atria Wealth Solutions Inc.73,873$3.74M0.0%-75.5%0.052%
5/9/2025 Aquire Wealth Advisors LLC66,385$3.36M1.0%+612.0%0.047%
5/9/2025 Cary Street Partners Financial LLC4,057$206K0.0%-4.7%0.003%
5/9/2025 Commonwealth Equity Services LLC713,678$36.16M0.1%+3.7%0.503%
5/9/2025 Generation Capital Management LLC144,618$7.33M6.6%+9.0%0.102%
5/9/2025 Liberty Wealth Management LLC41,655$2.11M0.0%N/A0.029%
5/9/2025 PNC Financial Services Group Inc.2,365$120K0.0%-80.7%0.002%
5/8/2025 IFG Advisory LLC28,485$1.44M0.1%-1.4%0.020%
5/8/2025 SPC Financial Inc.560,264$28.38M2.5%-65.0%0.395%
5/8/2025 MONECO Advisors LLC14,687$744K0.1%+4.2%0.010%
5/8/2025 US Bancorp DE3,251$165K0.0%+230.7%0.002%
5/8/2025 Harbour Investments Inc.4,061$206K0.0%-44.9%0.003%
5/8/2025 MGO One Seven LLC57,402$2.91M0.1%+25.6%0.040%
5/8/2025 Sovereign Investment Advisors LLC102,328$5.19M1.8%-4.2%0.072%
5/8/2025 Arkadios Wealth Advisors44,804$2.27M0.1%+20.4%0.032%
5/7/2025 Maridea Wealth Management LLC18,225$923K0.3%-26.2%0.013%
5/7/2025 Facet Wealth Inc.575,067$29.04M0.8%-2.7%0.406%
5/7/2025 LPL Financial LLC6,248,282$316.54M0.1%+18.5%4.406%
5/7/2025 MRP Capital Investments LLC7,800$395K0.4%+875.0%0.006%
5/6/2025 Assetmark Inc.1,496,267$75.80M0.2%-1.2%1.055%
5/6/2025 Cetera Investment Advisers1,267,484$64.21M0.1%-25.7%0.894%
5/6/2025 Avantax Advisory Services Inc.150,241$7.61M0.0%+63.9%0.106%
5/6/2025 Brookwood Investment Group LLC146,001$7.40M1.3%N/A0.103%
5/6/2025 Hamel Associates Inc.47,290$2.40M0.8%-64.6%0.033%
5/6/2025 AE Wealth Management LLC79,189$4.01M0.0%-22.4%0.056%
5/6/2025 Richardson Financial Services Inc.21,049$1.07M0.8%-7.1%0.015%
5/6/2025 Madison Asset Management LLC32,748$1.66M0.0%-88.5%0.023%
5/6/2025 Advocacy Wealth Management Services LLC10,613$538K0.0%-98.8%0.007%
5/6/2025 Guidance Capital Inc.51,028$2.58M0.8%+27.3%0.036%
5/6/2025 Choreo LLC43,816$2.22M0.0%-6.6%0.031%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
5/6/2025 Ignite Planners LLC46,580$2.35M0.5%-4.1%0.033%
5/5/2025 Gries Financial LLC10,237$519K0.1%-35.6%0.007%
5/5/2025 Lunt Capital Management Inc.265,127$13.43M4.9%-4.0%0.187%
5/5/2025 West Wealth Group LLC4,578$231K0.1%N/A0.003%
5/5/2025 J.W. Cole Advisors Inc.143,401$7.27M0.2%+1,288.1%0.101%
5/5/2025 Calton & Associates Inc.777$39K0.0%-95.1%0.001%
5/5/2025 Members Advisory Group LLC96,265$4.88M2.0%+1.1%0.068%
5/5/2025 Csenge Advisory Group4,559$231K0.0%-28.5%0.003%
5/5/2025 Private Advisor Group LLC394,631$19.99M0.1%-56.5%0.278%
5/5/2025 Nwam LLC13,790$699K0.1%+34.6%0.010%
(Data available from 1/1/2016 forward)

TFLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLO shares?

During the previous two years, 627 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Morgan Stanley ($379.43M), Bank of America Corp DE ($329.91M), LPL Financial LLC ($316.54M), UBS Group AG ($220.54M), Envestnet Asset Management Inc. ($113.00M), Renaissance Technologies LLC ($92.13M), and BIP Wealth LLC ($91.86M).Learn more on TFLO's institutional investors.

Which institutional investors have been buying iShares Treasury Floating Rate Bond ETF stock?

Of the 555 institutional investors that purchased iShares Treasury Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($26.34M), LPL Financial LLC ($8.16M), Envestnet Portfolio Solutions Inc. ($3.82M), Morgan Stanley ($3.47M), JPMorgan Chase & Co. ($3.38M), CWM LLC ($3.25M), and Oxbow Advisors LLC ($2.49M).

How much institutional buying is happening at iShares Treasury Floating Rate Bond ETF?

Institutional investors have bought a total of 119,927,584 shares in the last 24 months. This purchase volume represents approximately $6.08B in transactions.

Which iShares Treasury Floating Rate Bond ETF major shareholders have been selling company stock?

Of the 394 institutional investors that sold iShares Treasury Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Portfolio Solutions Inc. ($3.72M), Janney Montgomery Scott LLC ($3.26M), Osaic Holdings Inc. ($2.91M), Oxbow Advisors LLC ($2.71M), SPC Financial Inc. ($2.57M), Park Avenue Securities LLC ($2.19M), and MV Capital Management Inc. ($1.44M).

How much institutional selling is happening at iShares Treasury Floating Rate Bond ETF?

Institutional investors have sold a total of 54,211,018 shares in the last 24 months. This volume of shares sold represents approximately $2.74B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 5/23/2025 by MarketBeat.com Staff
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