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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.58 +0.02 (+0.04%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$50.58 0.00 (0.00%)
As of 04/17/2025 05:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
291
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$1.56B
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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
4/18/2025GSB Wealth Management LLC26,465$1.34M0.4%+41.9%0.020%
4/18/2025Optivise Advisory Services LLC588,939$29.84M16.7%+64.5%0.442%
4/18/2025CENTRAL TRUST Co86,798$4.40M0.1%+23.4%0.065%
4/17/2025 Copia Wealth Management9,440$478K0.4%-14.5%0.007%
4/17/2025 Montecito Bank & Trust109,270$5.54M1.0%-2.2%0.082%
4/17/2025 Janney Montgomery Scott LLC62,704$3.18M0.0%+0.5%0.047%
4/17/2025 Dynamic Advisor Solutions LLC57,429$2.91M0.1%-16.4%0.043%
4/17/2025 Dohj LLC27,700$1.40M0.3%-42.9%0.021%
4/17/2025 MFA Wealth Services45,235$2.29M1.9%+117.4%0.034%
4/16/2025 Wealth Enhancement Advisory Services LLC146,529$7.42M0.0%-4.6%0.110%
4/16/2025 Steele Capital Management Inc.51,770$2.62M0.1%+73.7%0.039%
4/16/2025 BTS Asset Management Inc.18,274$953K1.1%+93.9%0.014%
4/15/2025 Fifth Third Bancorp1,640$83K0.0%N/A0.001%
4/15/2025 Two West Capital Advisors LLC17,500$884K0.7%-7.6%0.013%
4/15/2025 Chris Bulman Inc33,356$1.69M1.1%-8.2%0.025%
4/15/2025 Laurel Wealth Advisors LLC483,526$24.50M3.8%+5.8%0.363%
4/15/2025 Focus Financial Network Inc.61,788$3.13M0.1%+2.1%0.046%
4/15/2025 CX Institutional1,173$59K0.0%N/A0.001%
4/15/2025 Integrated Advisors Network LLC32,978$1.67M0.1%+656.5%0.025%
4/15/2025 Wealthcare Advisory Partners LLC13,068$662K0.0%+27.4%0.010%
4/14/2025 PFS Partners LLC75,097$3.80M2.0%-16.0%0.056%
4/14/2025 Farther Finance Advisors LLC310,086$15.66M0.4%+21.4%0.233%
4/14/2025 Park Avenue Securities LLC37,675$1.91M0.0%-9.5%0.028%
4/14/2025 Moulton Wealth Management Inc.334,125$16.93M12.9%+16.9%0.251%
4/14/2025 Miracle Mile Advisors LLC36,593$1.85M0.0%-2.3%0.027%
4/14/2025 Financial Advisory Corp1,629,601$82.56M13.7%+2.3%1.223%
4/14/2025 UMB Bank n.a.7,909$401K0.0%N/A0.006%
4/11/2025 Disciplined Investments LLC94,572$4.79M2.2%-6.9%0.071%
4/11/2025 Sovereign Financial Group Inc.33,693$1.71M0.4%+5.9%0.025%
4/11/2025 Littlejohn Financial Services Inc.102,788$5.21M4.1%+11.8%0.077%
4/11/2025 MKT Advisors LLC198,749$10.04M4.5%+13.6%0.149%
4/11/2025 Magnus Financial Group LLC13,321$675K0.1%-13.2%0.010%
4/10/2025 Sugar Maple Asset Management LLC237,823$12.05M9.5%-8.7%0.178%
4/10/2025 Beacon Financial Group404,297$20.48M2.2%+0.2%0.303%
4/10/2025 Secure Asset Management LLC15,921$807K0.2%+5.6%0.012%
4/9/2025 RFG Advisory LLC14,428$731K0.0%-2.9%0.011%
4/9/2025 Capital Asset Advisory Services LLC1,276,388$64.43M3.3%+6.5%0.958%
4/9/2025 Merit Financial Group LLC7,638$387K0.0%-44.4%0.006%
4/9/2025 Anderson Hoagland & Co.69,424$3.51M0.4%+5.3%0.052%
4/9/2025 Pioneer Wealth Management Group25,554$1.30M0.6%N/A0.019%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
4/9/2025 Milestone Asset Management LLC6,383$323K0.1%N/A0.005%
4/9/2025 Legacy Wealth Asset Management LLC219,214$11.11M3.1%+10.6%0.164%
4/9/2025 Castle Rock Wealth Management LLC232,610$11.74M3.2%-1.0%0.175%
4/8/2025 Taylor & Morgan Wealth Management LLC6,365$322K0.2%-37.9%0.005%
4/8/2025 J2 Capital Management Inc334,169$16.93M15.6%-1.4%0.251%
4/8/2025 St. Louis Financial Planners Asset Management LLC289,221$14.65M11.0%+8.7%0.217%
4/4/2025 Baring Financial LLC72,484$3.67M3.1%+56.5%0.054%
4/2/2025 Stash Investments LLC662,877$33.58M18.0%+5.5%0.497%
3/21/2025Prostatis Group LLC27,531$1.39M0.4%+155.7%0.021%
3/17/2025 Wealth Enhancement Advisory Services LLC153,562$7.75M0.0%+19.3%0.115%
3/12/2025Centaurus Financial Inc.22,761$1.15M0.1%-7.9%0.018%
3/6/2025 Copia Wealth Management11,043$557K0.5%N/A0.009%
3/5/2025 Castle Rock Wealth Management LLC235,027$11.89M2.9%+0.9%0.181%
2/27/2025 Skyline Advisors Inc.4,854$245K0.1%N/A0.004%
2/27/2025Landaas & Co. WI ADV649,654$32.79M9.1%-22.1%0.501%
2/26/2025 Financial Advisory Corp1,593,449$80.42M14.0%N/A1.228%
2/26/2025Advisor Resource Council16,590$837K0.6%N/A0.013%
2/25/2025Heck Capital Advisors LLC170,252$8.59M0.5%N/A0.131%
2/25/2025 Integrated Advisors Network LLC4,359$220K0.0%-43.0%0.003%
2/24/2025United Advisor Group LLC8,822$445K0.1%N/A0.006%
2/21/2025Ascent Group LLC369,562$18.65M1.4%+8.1%0.271%
2/18/2025Strait & Sound Wealth Management LLC14,262$720K0.3%-9.6%0.010%
2/18/2025GTS Securities LLC94,306$4.76M0.2%+816.9%0.069%
2/18/2025Focus Partners Advisor Solutions LLC5,243$265K0.0%N/A0.004%
2/18/2025Mpwm Advisory Solutions LLC47,212$2.38M1.7%N/A0.035%
2/17/2025Waverly Advisors LLC59,132$2.98M0.0%+20.8%0.043%
2/17/2025Wellington Wealth Strategies LLC.85,652$4.33M4.1%-15.1%0.063%
2/17/2025Strategic Wealth Partners Ltd.6,648$336K0.0%-64.4%0.005%
2/17/2025Snowden Capital Advisors LLC5,821$294K0.0%-8.0%0.004%
2/17/2025Royal Bank of Canada1,048,451$52.92M0.0%-14.1%0.768%
2/17/2025Redwood Financial Network Corp5,571$281K0.2%N/A0.004%
2/17/2025Main Management LLC62,199$3.14M0.3%-9.0%0.046%
2/17/2025Northwest Quadrant Wealth Management LLC799,596$40.36M9.2%+3.2%0.585%
2/17/2025Measured Risk Portfolios Inc.51,871$2.62M2.7%N/A0.038%
2/17/2025Millennium Management LLC81,697$4.12M0.0%-14.6%0.060%
2/17/2025Lionshead Wealth Management LLC58,772$2.97M2.1%N/A0.043%
2/17/2025JRM Investment Counsel LLC3,964$200K0.1%-12.5%0.003%
2/17/2025Guardian Wealth Advisors LLC NC10,348$522K0.0%+3.1%0.008%
2/17/2025Gotham Asset Management LLC141,333$7.13M0.1%-3.1%0.103%
2/17/2025Fairview Capital Investment Management LLC11,625$587K0.0%-66.1%0.009%
2/17/2025EP Wealth Advisors LLC6,444$325K0.0%+71.0%0.005%
2/17/2025Eagle Global Advisors LLC11,817$596K0.0%-10.3%0.009%
2/17/2025Cambridge Investment Research Advisors Inc.1,217,114$61.43M0.2%-0.1%0.891%
2/17/2025Cetera Investment Advisers1,706,728$86.14M0.2%-16.1%1.249%
2/17/2025Cahill Financial Advisors Inc.54,517$2.75M0.4%-11.0%0.040%
2/17/2025Cary Street Partners Financial LLC4,257$215K0.0%N/A0.003%
2/17/2025Chapman Financial Group LLC2,365$119K0.1%N/A0.002%
2/17/2025Bank of America Corp DE6,536,828$329.91M0.0%+4.2%4.785%
2/17/2025BIP Wealth LLC1,570,323$79.25M5.3%+6.2%1.150%
2/17/2025BNP Paribas Financial Markets183,256$9.25M0.0%+145.7%0.134%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/17/2025Ameriprise Financial Inc.14,867$750K0.0%+39.1%0.011%
2/17/2025Ancora Advisors LLC3,544$179K0.0%-7.4%0.003%
2/17/2025Aptus Capital Advisors LLC10,400$525K0.0%+2.0%0.008%
2/17/2025Advocacy Wealth Management Services LLC867,331$43.77M3.3%-2.3%0.635%
2/14/2025Mercer Global Advisors Inc. ADV790,231$39.88M0.1%+18.3%0.579%
2/14/2025ArborFi Advisors LLC28,531$1.44M1.4%N/A0.021%
2/14/2025Jane Street Group LLC11,367$574K0.0%-81.7%0.008%
2/14/2025Comerica Bank39,702$2.00M0.0%-8.4%0.029%
2/14/2025Northern Trust Corp4,582$231K0.0%N/A0.003%
2/14/2025Beacon Pointe Advisors LLC128,519$6.49M0.1%-0.3%0.094%
(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, 613 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($5.13B), Morgan Stanley ($379.43M), Bank of America Corp DE ($329.91M), LPL Financial LLC ($266.14M), UBS Group AG ($220.54M), Envestnet Asset Management Inc. ($133.54M), and Renaissance Technologies LLC ($92.13M).Learn more on TFLO's institutional investors.

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

Of the 552 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. ($27.42M), LPL Financial LLC ($7.37M), CWM LLC ($4.03M), SPC Financial Inc. ($3.94M), Envestnet Portfolio Solutions Inc. ($3.82M), Morgan Stanley ($3.47M), and JPMorgan Chase & Co. ($3.38M).

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

Institutional investors have bought a total of 130,491,236 shares in the last 24 months. This purchase volume represents approximately $6.61B in transactions.

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

Of the 376 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. ($3.69M), Janney Montgomery Scott LLC ($3.26M), Osaic Holdings Inc. ($2.91M), Oxbow Advisors LLC ($2.71M), Park Avenue Securities LLC ($2.19M), MV Capital Management Inc. ($1.86M), and SPC Financial Inc. ($1.53M).

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

Institutional investors have sold a total of 50,326,928 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


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This page (NYSEARCA:TFLO) was last updated on 4/19/2025 by MarketBeat.com Staff
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