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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.51 +0.01 (+0.02%)
As of 04:10 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)
322
Total
Institutional Inflows
(last 12 months)
$2.21B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$2.26B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp35,645$1.81M0.0%-50.5%0.027%
5/5/2026Geneos Wealth Management Inc.10,026$508K0.0%-25.0%0.008%
5/5/2026Sanctuary Advisors LLC95,592$4.84M0.0%+37.6%0.073%
5/4/2026 Mattern Capital Management LLC52,412$2.65M0.3%N/A0.040%
5/2/2026 Global Assets Advisory LLC12,764$602K0.1%N/A0.010%
5/2/2026 Diversify Wealth Management LLC11,537$584K0.0%N/A0.009%
5/2/2026 Valmark Advisers Inc.10,672$540K0.0%-13.2%0.008%
5/1/2026 Fifth Third Bancorp31,179$1.58M0.0%+1,237.0%0.024%
5/1/2026 Sovran Advisors LLC166,110$8.41M0.7%+2.4%0.126%
5/1/2026 WealthShield Partners LLC1,338$68K0.0%-17.5%0.001%
5/1/2026 Simplicity Wealth LLC11,435$579K0.0%-5.6%0.009%
4/30/2026 Robinson Smith Wealth Advisors LLC9,537$483K0.3%-48.3%0.007%
4/30/2026 Beacon Financial Group449,808$22.77M2.3%+0.8%0.342%
4/30/2026 Kestra Advisory Services LLC52,249$2.65M0.0%+3.0%0.040%
4/30/2026 Money Concepts Capital Corp61,232$3.10M0.2%+48.1%0.046%
4/29/2026 Ascent Advisors LLC3,063$155K0.2%N/A0.002%
4/29/2026 Hartline Investment Corp213,380$10.80M1.2%+2.8%0.162%
4/28/2026 Cypress Capital LLC14,102$714K0.2%-90.8%0.011%
4/28/2026 Arbor Investment Advisors LLC1,337,826$67.73M8.8%+8.3%1.016%
4/28/2026 Ascentis Independent Advisors6,738$341K0.0%N/A0.005%
4/28/2026 Stephens Inc. AR38,351$1.94M0.0%-12.2%0.029%
4/28/2026 Koshinski Asset Management Inc.35,868$1.82M0.1%-1.6%0.027%
4/27/2026 Oxbow Advisors LLC86,100$4.36M0.4%-41.8%0.065%
4/27/2026 PFG Investments LLC5,345$271K0.0%+14.3%0.004%
4/27/2026 BIP Wealth LLC1,303,001$65.97M2.7%-13.0%0.984%
4/27/2026 World Investment Advisors4,183$212K0.0%-16.4%0.003%
4/27/2026 Private Advisor Group LLC238,560$12.08M0.1%-11.5%0.180%
4/27/2026 Elevation Point Wealth Partners LLC114,522$5.80M0.1%-43.5%0.086%
4/27/2026 Sound Income Strategies LLC6,526$329K0.0%N/A0.005%
4/24/2026 Capital Asset Advisory Services LLC1,182,871$59.82M2.1%+17.4%0.891%
4/24/2026 James Investment Research Inc.41,276$2.09M0.2%-4.0%0.031%
4/23/2026 Bigelow Investment Advisors LLC6,705$339K0.1%-27.4%0.005%
4/23/2026 Littlejohn Financial Services Inc.58,354$2.95M2.2%-27.6%0.044%
4/22/2026 Ifrah Financial Services Inc.515,848$26.12M6.9%-0.9%0.389%
4/22/2026 Janney Montgomery Scott LLC156,296$7.91M0.0%-10.6%0.118%
4/22/2026 Foundry Financial LLC50,782$2.57M1.1%+278.6%0.038%
4/22/2026 MFA Wealth Services25,829$1.31M0.9%+3.3%0.019%
4/22/2026 Yoder Wealth Management Inc.78,352$3.97M1.8%+47.6%0.058%
4/21/2026 Maridea Wealth Management LLC25,033$1.27M0.2%+12.1%0.019%
4/21/2026 Sugar Maple Asset Management LLC241,455$12.23M7.4%+21.9%0.180%
4/21/2026 J2 Capital Management Inc483,683$24.49M16.8%+80.0%0.361%
4/21/2026 AA Financial Advisors LLC31,540$1.60M0.2%N/A0.024%
4/21/2026 Silver Oak Securities Incorporated245,240$12.42M0.9%-2.6%0.183%
4/20/2026 Arta Finance Wealth Management LLC228,780$11.55M5.7%-17.1%0.171%
4/20/2026 Cardinal Point Capital Management ULC514,649$26.06M1.6%+32.3%0.384%
4/20/2026 Friedenthal Financial85,742$4.34M2.2%+9,732.8%0.064%
4/20/2026 RFG Advisory LLC8,557$433K0.0%-10.9%0.006%
4/20/2026 Apella Capital LLC7,867$398K0.0%N/A0.006%
4/18/2026 CENTRAL TRUST Co50,090$2.54M0.0%+3.7%0.037%
4/17/2026 Total Clarity Wealth Management Inc.46,158$2.34M0.5%+8.6%0.034%
4/17/2026 Worth Asset Management LLC174,572$8.84M3.3%N/A0.130%
4/17/2026 Sovereign Financial Group Inc.33,573$1.70M0.3%-1.9%0.025%
4/17/2026 SVB Wealth LLC11,379$576K0.0%-24.9%0.008%
4/17/2026 Johnson Bixby & Associates LLC12,029$609K0.1%-67.0%0.009%
4/17/2026 Brookstone Capital Management1,065,200$53.93M0.6%+6.2%0.792%
4/16/2026 Tactive Advisors LLC9,280$470K0.1%-19.4%0.007%
4/16/2026 Spectrum Planning & Advisory Services Inc.5,280$267K0.1%-35.5%0.004%
4/16/2026 Montecito Bank & Trust123,548$6.26M1.0%+3.8%0.092%
4/16/2026 Founders Financial Securities LLC247,360$12.50M0.8%+0.7%0.184%
3/17/2026Rockefeller Capital Management L.P.93,474$4.72M0.0%+121.7%0.074%
3/13/2026 World Investment Advisors5,004$253K0.0%N/A0.004%
3/10/2026PeakShares LLC12,522$632K0.6%N/A0.010%
3/2/2026 Sankala Group LLC143,885$7.28M6.0%N/A0.114%
2/26/2026 BDFS Capital LLC4,166$210K0.1%N/A0.003%
2/24/2026SG Trading Solutions LLC56,660$2.86M0.7%N/A0.045%
2/23/2026 MV Capital Management Inc.2,380$120K0.0%N/A0.002%
2/20/2026Kovitz Investment Group Partners LLC236,310$11.92M0.3%-11.2%0.187%
2/19/2026 Axxcess Wealth Management LLC998,661$50.39M0.6%-25.6%0.791%
2/18/2026Strive Financial Group LLC1,098$55K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV256,300$12.93M0.0%-42.4%0.203%
2/18/2026Wealthspire Retirement LLC584,195$29.48M1.8%+25.4%0.463%
2/18/2026Beacon Pointe Advisors LLC72,884$3.68M0.0%+0.7%0.058%
2/18/2026EP Wealth Advisors LLC32,339$1.63M0.0%N/A0.026%
2/18/2026CacheTech Inc.10,514$531K0.1%-12.7%0.008%
2/18/2026NewEdge Advisors LLC16,159$815K0.0%+4.3%0.013%
2/18/2026Hershey Financial Advisers LLC78,206$3.95M3.3%N/A0.062%
2/18/2026Adams Wealth Management10,514$531K0.1%-12.7%0.008%
2/18/2026Cahill Financial Advisors Inc.7,748$391K0.0%-30.7%0.006%
2/18/2026Vertex Planning Partners LLC329,518$16.63M3.8%+22.5%0.261%
2/18/2026IHT Wealth Management LLC12,571$634K0.0%-19.3%0.010%
2/18/2026Gotham Asset Management LLC126,460$6.38M0.0%+4.1%0.100%
2/17/2026AQR Capital Management LLC48,472$2.45M0.0%+1,007.4%0.038%
2/17/2026Cetera Investment Advisers1,082,586$54.63M0.1%-1.6%0.857%
2/17/2026Capital Wealth Alliance LLC127,817$6.46M3.0%-7.4%0.101%
2/17/2026Equitable Holdings Inc.208,194$10.51M0.1%-22.8%0.165%
2/17/2026Fairview Capital Investment Management LLC8,825$445K0.0%-19.2%0.007%
2/17/2026GeoWealth Management LLC175,145$8.84M0.3%+148.3%0.139%
2/17/2026Regal Investment Advisors LLC14,743$744K0.0%+14.3%0.012%
2/17/2026Osaic Holdings Inc.968,121$48.86M0.1%+4.6%0.767%
2/17/2026Advisory Services Network LLC50,085$2.53M0.0%+9.5%0.040%
2/17/2026Tower Research Capital LLC TRC 32,551$1.64M0.0%N/A0.026%
2/17/2026 Private Advisor Group LLC269,492$13.60M0.1%-25.7%0.213%
2/17/2026Guardian Wealth Advisors LLC NC8,358$422K0.0%-5.7%0.007%
2/17/2026&PARTNERS7,921$402K0.0%+17.2%0.006%
2/17/2026Royal Bank of Canada1,257,778$63.47M0.0%-8.7%0.996%
2/16/2026Potomac Fund Management Inc. ADV12,581$635K0.0%-4.8%0.010%
2/16/2026Retirement Capital Strategies26,779$1.35M0.5%-66.4%0.021%
2/16/2026 MML Investors Services LLC506,439$25.56M0.1%+18.0%0.401%
2/16/2026Mariner LLC1,571,229$79.28M0.1%-9.8%1.244%
2/16/2026Financial Gravity Asset Management Inc.96,275$4.86M0.9%+1.9%0.076%


TFLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLO shares?

During the previous two years, 548 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($342.02M), LPL Financial LLC ($340.93M), Morgan Stanley ($183.26M), Envestnet Asset Management Inc. ($118.75M), UBS Group AG ($111.55M), Renaissance Technologies LLC ($92.13M), and Raymond James Financial Services Advisors Inc. ($89.62M).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 460 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: Laurel Wealth Advisors LLC ($24.96M), SPC Financial Inc. ($2.28M), LPL Financial LLC ($2.02M), Financial Advisory Corp ($1.65M), Raymond James Financial Inc. ($1.35M), Strategic Financial Concepts LLC ($1.09M), and Oxbow Advisors LLC ($1.05M).

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

Institutional investors have bought a total of 43,758,639 shares in the last 24 months. This purchase volume represents approximately $2.21B in transactions.

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

Of the 257 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: Laurel Wealth Advisors LLC ($24.81M), SPC Financial Inc. ($1.60M), Advocacy Wealth Management Services LLC ($856.72K), Assetmark Inc. ($856.09K), Cetera Investment Advisers ($762.25K), Axxcess Wealth Management LLC ($685.53K), and Moloney Securities Asset Management LLC ($682.01K).

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

Institutional investors have sold a total of 44,604,040 shares in the last 24 months. This volume of shares sold represents approximately $2.26B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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