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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.48 +0.01 (+0.02%)
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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)
264
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
7/1/2025Private Client Services LLC6,290$319K0.1%N/A0.005%
6/27/2025Goldman Sachs Group Inc.30,138$1.53M0.0%+134.1%0.022%
5/21/2025Geneos Wealth Management Inc.19,897$1.01M0.0%-6.4%0.014%
5/21/2025Schmidt P J Investment Management Inc.4,671$237K0.0%+5.1%0.003%
5/20/2025Integrity Alliance LLC.7,182$364K0.0%N/A0.005%
5/19/2025Client 1ST Advisory Group LLC5,805$294K0.1%-5.9%0.004%
5/16/2025Prostatis Group LLC26,868$1.36M0.4%-2.4%0.019%
5/16/2025Ascent Group LLC488,406$24.74M1.1%+32.2%0.347%
5/16/2025Strait & Sound Wealth Management LLC6,314$320K0.1%-55.7%0.004%
5/16/2025Goldman Sachs Group Inc.30,138$1.53M0.0%+134.1%0.021%
5/16/2025Jones Financial Companies Lllp2,054$104K0.0%-99.3%0.001%
5/16/2025Legacy Wealth Managment LLC ID2,744$139K0.1%+197.3%0.002%
5/16/2025Redwood Financial Network Corp8,776$445K0.3%+57.5%0.006%
5/16/2025NewEdge Advisors LLC24,300$1.23M0.0%-52.8%0.017%
5/16/2025Integrated Wealth Concepts LLC113,594$5.76M0.1%+228.1%0.081%
5/16/2025Copperleaf Capital LLC5,774$293K0.2%-13.5%0.004%
5/15/2025Federation des caisses Desjardins du Quebec88,837$4.50M0.0%-20.9%0.063%
5/15/2025EP Wealth Advisors LLC20,905$1.06M0.0%+224.4%0.015%
5/15/2025Royal Bank of Canada1,247,275$63.19M0.0%+19.0%0.886%
5/15/2025MAI Capital Management9,638$488K0.0%-31.7%0.007%
5/15/2025Calton & Associates Inc.22,314$1.13M0.3%+40.4%0.016%
5/15/2025Titleist Asset Management LLC13,900$704K0.1%N/A0.010%
5/15/2025Vermillion & White Wealth Management Group LLC3,249$165K0.1%-70.2%0.002%
5/15/2025Palo Alto Wealth Advisors LLC124,268$6.28M2.5%+107.0%0.088%
5/14/2025CreativeOne Wealth LLC80,773$4.09M0.1%+9.1%0.057%
5/14/2025Potomac Fund Management Inc. ADV14,401$728K0.7%-21.7%0.010%
5/14/2025Thomas J. Herzfeld Advisors Inc.4,469$226K0.1%+106.1%0.003%
5/14/2025Luminist Capital LLC681,526$34.41M37.0%+52.4%0.484%
5/14/2025SVB Wealth LLC98,715$5.00M0.2%-19.8%0.070%
5/14/2025Smartleaf Asset Management LLC523$26K0.0%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.129,668$6.57M0.0%-10.6%0.092%
5/14/2025Lionshead Wealth Management LLC61,725$3.13M3.2%+5.0%0.044%
5/14/2025Haverford Trust Co28,149$1.43M0.0%-5.3%0.020%
5/14/2025Sax Wealth Advisors LLC98,363$4.98M0.4%N/A0.070%
5/14/2025Van Hulzen Asset Management LLC163,333$8.27M0.8%+11.8%0.116%
5/14/2025Kestra Advisory Services LLC47,304$2.40M0.0%+4.9%0.034%
5/14/2025Compound Planning Inc.4,516$229K0.0%N/A0.003%
5/14/2025Capital Wealth Alliance LLC139,623$7.07M4.2%+4.0%0.099%
5/14/2025Vertex Planning Partners LLC282,250$14.30M3.1%+25.9%0.200%
5/13/2025Blue Edge Capital LLC16,060$814K0.1%-1.6%0.011%
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5/13/2025CacheTech Inc.24,009$1.22M0.2%+25.2%0.017%
5/13/2025Adams Wealth Management24,009$1.22M0.2%+25.2%0.017%
5/13/2025Raymond James Financial Inc.1,192,151$60.39M0.0%+0.9%0.847%
5/13/2025Boston Family Office LLC37,506$1.90M0.1%-9.1%0.027%
5/13/2025Measured Risk Portfolios Inc.39,831$2.02M2.2%-23.2%0.028%
5/13/2025Kovitz Investment Group Partners LLC363,550$18.42M0.1%-3.5%0.258%
5/13/2025Heck Capital Advisors LLC210,912$10.69M1.2%+23.9%0.150%
5/13/2025NFP Retirement Inc.561,451$28.44M2.3%-5.4%0.399%
5/13/2025WESCAP Management Group Inc.188,580$9.55M2.3%+7.9%0.134%
5/13/2025HighTower Advisors LLC302,480$15.32M0.0%+9.9%0.215%
5/13/2025Elevation Capital Advisory LLC8,406$426K0.2%N/A0.006%
5/12/2025Eagle Global Advisors LLC11,567$586K0.0%-2.1%0.008%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors18,366$927K0.1%-64.2%0.013%
5/12/2025Meridian Wealth Management LLC130,157$6.59M0.3%-12.6%0.092%
5/12/2025Robinson Smith Wealth Advisors LLC77,312$3.92M3.3%+0.8%0.055%
5/12/2025Townsquare Capital LLC13,321$675K0.0%+6.7%0.009%
5/12/2025National Bank of Canada FI9,751$494K0.0%-93.7%0.007%
5/12/2025Northwest Quadrant Wealth Management LLC978,351$49.56M11.6%+22.4%0.690%
5/9/2025Tidemark LLC12,220$619K0.2%-3.1%0.009%
5/9/2025Twin City Private Wealth LLC1,822$92K0.1%-23.6%0.001%
5/9/2025Endowment Wealth Management Inc.4,004$203K0.1%N/A0.003%
5/9/2025Wealthspire Advisors LLC1,266,068$64.14M0.4%+4.0%0.893%
5/9/2025Atria Wealth Solutions Inc.73,873$3.74M0.0%-75.5%0.052%
5/9/2025Aquire Wealth Advisors LLC66,385$3.36M1.0%+612.0%0.047%
5/9/2025Cary Street Partners Financial LLC4,057$206K0.0%-4.7%0.003%
5/9/2025Commonwealth Equity Services LLC713,678$36.16M0.1%+3.7%0.503%
5/9/2025Generation Capital Management LLC144,618$7.33M6.6%+9.0%0.102%
5/9/2025Liberty Wealth Management LLC41,655$2.11M0.0%N/A0.029%
5/9/2025PNC Financial Services Group Inc.2,365$120K0.0%-80.7%0.002%
5/8/2025IFG Advisory LLC28,485$1.44M0.1%-1.4%0.020%
5/8/2025SPC Financial Inc.560,264$28.38M2.5%-65.0%0.395%
5/8/2025MONECO Advisors LLC14,687$744K0.1%+4.2%0.010%
5/8/2025US Bancorp DE3,251$165K0.0%+230.7%0.002%
5/8/2025Harbour Investments Inc.4,061$206K0.0%-44.9%0.003%
5/8/2025MGO One Seven LLC57,402$2.91M0.1%+25.6%0.040%
5/8/2025Sovereign Investment Advisors LLC102,328$5.19M1.8%-4.2%0.072%
5/8/2025Arkadios Wealth Advisors44,804$2.27M0.1%+20.4%0.032%
5/7/2025Maridea Wealth Management LLC18,225$923K0.3%-26.2%0.013%
5/7/2025Facet Wealth Inc.575,067$29.04M0.8%-2.7%0.406%
5/7/2025LPL Financial LLC6,248,282$316.54M0.1%+18.5%4.406%
5/7/2025MRP Capital Investments LLC7,800$395K0.4%+875.0%0.006%
5/6/2025Assetmark Inc.1,496,267$75.80M0.2%-1.2%1.055%
5/6/2025Cetera Investment Advisers1,267,484$64.21M0.1%-25.7%0.894%
5/6/2025Avantax Advisory Services Inc.150,241$7.61M0.0%+63.9%0.106%
5/6/2025Brookwood Investment Group LLC146,001$7.40M1.3%N/A0.103%
5/6/2025Hamel Associates Inc.47,290$2.40M0.8%-64.6%0.033%
5/6/2025AE Wealth Management LLC79,189$4.01M0.0%-22.4%0.056%
5/6/2025Richardson Financial Services Inc.21,049$1.07M0.8%-7.1%0.015%
5/6/2025Madison Asset Management LLC32,748$1.66M0.0%-88.5%0.023%
5/6/2025Advocacy Wealth Management Services LLC10,613$538K0.0%-98.8%0.007%
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5/6/2025Guidance Capital Inc.51,028$2.58M0.8%+27.3%0.036%
5/6/2025Choreo LLC43,816$2.22M0.0%-6.6%0.031%
5/6/2025Ignite Planners LLC46,580$2.35M0.5%-4.1%0.033%
5/5/2025Gries Financial LLC10,237$519K0.1%-35.6%0.007%
5/5/2025Lunt Capital Management Inc.265,127$13.43M4.9%-4.0%0.187%
5/5/2025West Wealth Group LLC4,578$231K0.1%N/A0.003%
5/5/2025J.W. Cole Advisors Inc.143,401$7.27M0.2%+1,288.1%0.101%
5/5/2025Calton & Associates Inc.777$39K0.0%-95.1%0.001%
5/5/2025Members Advisory Group LLC96,265$4.88M2.0%+1.1%0.068%
5/5/2025Csenge Advisory Group4,559$231K0.0%-28.5%0.003%
(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, 628 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 iShares Treasury Floating Rate Bond ETF's institutional investors.

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

Of the 556 institutional investors that purchased iShares Treasury Floating Rate Bond ETF's 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 28,377,858 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

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

Of the 264 institutional investors that sold iShares Treasury Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Oxbow Advisors LLC ($2.66M), SPC Financial Inc. ($1.34M), Acute Investment Advisory LLC ($995.98K), Envestnet Asset Management Inc. ($930.86K), Advocacy Wealth Management Services LLC ($928.14K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($836.53K), and Private Advisor Group LLC ($815.41K).

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

Institutional investors have sold a total of 20,227,631 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 7/2/2025 by MarketBeat.com Staff
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