Who Owns iShares Treasury Floating Rate Bond ETF (TFLO)?Hedge Fund & Institutional Holders

$50.56+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$50.37$50.45$50.52$50.60$50.68Sep 24Jun 25Mar 26

TFLO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
STOCK YARDS BANK & TRUST CONew Position+908K+$45.8B
Facet Wealth, Inc.New Position+644K+$32.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+599K+$30.0B
Ifrah Financial Services, Inc.New Position+520K+$26.3B
ARK & TLK INVESTMENTS, LLCNew Position+503K+$25.4B
JONES FINANCIAL COMPANIES LLLPNew Position+481K+$24.0B
Wealthspire Advisors, LLCIncreased+267K+$13.3B
J.W. COLE ADVISORS, INC.New Position+254K+$12.8B
SILVER OAK SECURITIES, INCORPORATEDNew Position+252K+$12.7B
MKT Advisors LLCNew Position+219K+$11.1B
GOLDMAN SACHS GROUP INCIncreased+220K+$10.4B
Ascent Group, LLCNew Position+203K+$10.3B
Sugar Maple Asset Management, LLCNew Position+198K+$10.0B
Hutchens & Kramer Investment Management Group, LLCNew Position+190K+$9.6B
Element Wealth, LLCNew Position+171K+$8.6B

TFLO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-171K-$88.1B
AXXCESS WEALTH MANAGEMENT, LLCDecreased-343K-$67.8B
Capital Asset Advisory Services LLCDecreased-333K-$67.8B
Cetera Investment AdvisersDecreased-17K-$55.6B
Wealthspire Retirement, LLCDecreased-463K-$23.5B
MILESTONE ASSET MANAGEMENT, LLCDecreased-422K-$21.3B
UBS Group AGDecreased-316K-$16.3B
Waverly Advisors, LLCDecreased-47K-$13.7B
Atria Investments, IncDecreased-221K-$11.5B
MERCER GLOBAL ADVISORS INC /ADVDecreased-189K-$10.5B
MOULTON WEALTH MANAGEMENT, INCClosed Position-205K-$10.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-195K-$10.1B
JPMORGAN CHASE & CODecreased-157K-$9.4B
STIFEL FINANCIAL CORPDecreased-138K-$8.6B
ROYAL BANK OF CANADADecreased-120K-$7.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/4,008,729$202.0B0.01%Share
2UBS Group AG2,210,360$111.5B0.02%Share
3BANK OF AMERICA CORP /DE/1,813,427$91.0B0.01%Share
4Wealthspire Advisors, LLC1,724,436$87.0B0.69%Share
5Financial Advisory Corp1,593,868$80.4B11.70%Share
6OSAIC HOLDINGS, INC.921,713$46.0B0.07%Share
7Stash Investments, LLC871,657$44.0B17.63%Share
8STOCK YARDS BANK & TRUST CO867,526$43.8B1.34%Share
9Rinkey Investments819,788$41.4B10.51%Share
10ROYAL BANK OF CANADA762,981$38.0B0.01%Share
11Walker Financial Services, Inc.671,314$33.9B12.27%Share
12ASSETMARK, INC659,009$33.3B0.07%Share
13Facet Wealth, Inc.644,405$32.6B0.58%Share
14STIFEL FINANCIAL CORP644,867$32.0B0.03%Share
15WELLS FARGO & COMPANY/MN651,331$32.0B0.01%Share
16COMMONWEALTH EQUITY SERVICES, LLC599,479$30.0B0.04%Share
17Wealthspire Retirement, LLC584,195$29.5B1.79%Share
18RAYMOND JAMES FINANCIAL INC585,223$29.0B0.01%Share
19Jaffetilchin Investment Partners, LLC569,683$28.7B1.68%Share
20Ifrah Financial Services, Inc.520,479$26.3B6.75%Share
21ARK & TLK INVESTMENTS, LLC503,104$25.4B6.98%Share
22JONES FINANCIAL COMPANIES LLLP481,229$24.0B0.01%Share
23OneDigital Investment Advisors LLC488,914$24.0B0.24%Share
24RAYMOND JAMES FINANCIAL INC454,221$22.0B0.01%Share
25Weaver Consulting Group410,997$20.7B5.07%Share
26SUMMITRY LLC410,909$20.7B0.86%Share
27St. Louis Financial Planners Asset Management, LLC362,429$18.3B11.24%Share
28ROYAL BANK OF CANADA341,937$17.0B0.00%Share
29Vertex Planning Partners, LLC329,518$16.6B3.86%Share
30J2 Capital Management Inc268,747$13.6B9.89%Share
31Farther Finance Advisors, LLC266,948$13.5B0.14%Share
32Private Advisor Group, LLC269,492$13.0B0.06%Share
33J.W. COLE ADVISORS, INC.253,998$12.8B0.31%Share
34SILVER OAK SECURITIES, INCORPORATED251,755$12.7B0.86%Share
35Portfolio Design Labs, LLC247,679$12.5B2.06%Share
36MERCER GLOBAL ADVISORS INC /ADV256,300$12.0B0.02%Share
37Kovitz Investment Group Partners, LLC236,310$11.9B0.26%Share
38HAMEL ASSOCIATES, INC.235,805$11.9B3.59%Share
39MKT Advisors LLC219,004$11.1B3.77%Share
40IFP Advisors, Inc218,850$11.0B0.25%Share
41Orion Porfolio Solutions, LLC237,478$11.0B0.08%Share
42GOLDMAN SACHS GROUP INC220,918$11.0B0.00%Share
43Ascent Group, LLC202,097$10.2B0.35%Share
44Equitable Holdings, Inc.208,194$10.0B0.07%Share
45WELLS FARGO & COMPANY/MN209,755$10.0B0.00%Share
46ELEVATION POINT WEALTH PARTNERS, LLC202,791$10.0B0.48%Share
47Sugar Maple Asset Management, LLC198,004$10.0B6.72%Share
48Hutchens & Kramer Investment Management Group, LLC190,171$9.6B3.31%Share
49Legacy Wealth Asset Management, LLC188,140$9.5B2.33%Share
50Lunt Capital Management, Inc.182,648$9.2B3.45%Share

TFLO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025401$1.9T+176
Q3 2025225$2.0T-132
Q2 2025357$3.0T-25
Q1 2025382$3.5T+49
Q4 2024333$124.4T+83
Q3 2024250$637.7T-14
Q2 2024264$398.4T+6
Q1 2024258$368.8T—

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As of Q4 2025, 50 institutional investors hold TFLO (iShares Treasury Floating Rate Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $202.0B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own TFLO?

As of Q4 2025, 50 institutional investors report holding TFLO (iShares Treasury Floating Rate Bond ETF) in their 13F filings.

Who is the largest institutional holder of TFLO?

The largest institutional holder of TFLO is BANK OF AMERICA CORP /DE/ with $202.0B in shares.

Is institutional ownership of TFLO increasing or decreasing?

This quarter, 13 institutions opened new positions in TFLO and 1 closed their positions.