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

$3.40000202000183e+244T

% of Float Held

—

QoQ Change in Holders

+15 / -0

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
ENVESTNET ASSET MANAGEMENT INCNew Position+1.9M+$93.0M
BIP Wealth, LLCNew Position+1.5M+$75.6M
Arbor Investment Advisors, LLCNew Position+1.2M+$62.3M
STOCK YARDS BANK & TRUST CONew Position+908K+$45.8M
AlphaCore Capital LLCNew Position+838K+$42.0M
Facet Wealth, Inc.New Position+644K+$32.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+599K+$30.0M
Ifrah Financial Services, Inc.New Position+520K+$26.3M
ARK & TLK INVESTMENTS, LLCNew Position+503K+$25.4M
JONES FINANCIAL COMPANIES LLLPNew Position+481K+$24.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNew Position+413K+$20.8M
Cardinal Point Capital Management ULCNew Position+389K+$19.6M
Global Retirement Partners, LLCNew Position+303K+$15.0M
Sanctuary Advisors, LLCNew Position+296K+$15.0M
Castle Rock Wealth Management, LLCNew Position+281K+$14.2M

TFLO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-936K-$341.7B
MORGAN STANLEYDecreased-285K-$197.9B
UBS Group AGDecreased-316K-$127.7B
Mariner, LLCDecreased-171K-$88.1B
Financial Advisory CorpDecreased-53K-$83.2B
ROYAL BANK OF CANADADecreased-120K-$69.6B
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-$53.0B
WELLS FARGO & COMPANY/MNDecreased-5K-$43.7B
STIFEL FINANCIAL CORPDecreased-138K-$40.6B
ASSETMARK, INCDecreased-46K-$35.6B
MILESTONE ASSET MANAGEMENT, LLCDecreased-422K-$25.4B
OneDigital Investment Advisors LLCDecreased-8K-$25.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC6,756,367$340.0M0.09%Share
2BANK OF AMERICA CORP /DE/4,008,729$202.0M0.01%Share
3MORGAN STANLEY3,631,676$183.0M0.01%Share
4UBS Group AG2,210,360$111.5M0.02%Share
5ENVESTNET ASSET MANAGEMENT INC1,860,206$93.0M0.03%Share
6BANK OF AMERICA CORP /DE/1,813,427$91.0M0.01%Share
7Wealthspire Advisors, LLC1,724,436$87.0M0.69%Share
8Financial Advisory Corp1,593,868$80.4M11.70%Share
9Mariner, LLC1,542,516$77.0M0.09%Share
10BIP Wealth, LLC1,497,557$75.6M2.67%Share
11Arbor Investment Advisors, LLC1,235,075$62.3M8.20%Share
12Northwest Quadrant Wealth Management, LLC1,099,096$55.5M11.47%Share
13Cetera Investment Advisers1,082,586$54.0M0.06%Share
14Capital Asset Advisory Services LLC1,007,608$50.9M2.04%Share
15Brookstone Capital Management1,002,671$50.6M0.58%Share
16AXXCESS WEALTH MANAGEMENT, LLC998,661$50.4M0.19%Share
17Cambridge Investment Research Advisors, Inc.915,787$46.0M0.12%Share
18OSAIC HOLDINGS, INC.921,713$46.0M0.07%Share
19Stash Investments, LLC871,657$44.0M17.63%Share
20STOCK YARDS BANK & TRUST CO867,526$43.8M1.34%Share
21AlphaCore Capital LLC837,630$42.0M0.94%Share
22Rinkey Investments819,788$41.4M10.51%Share
23ROYAL BANK OF CANADA762,981$38.0M0.01%Share
24Walker Financial Services, Inc.671,314$33.9M12.27%Share
25ASSETMARK, INC659,009$33.3M0.07%Share
26Facet Wealth, Inc.644,405$32.6M0.58%Share
27STIFEL FINANCIAL CORP644,867$32.0M0.03%Share
28WELLS FARGO & COMPANY/MN651,331$32.0M0.01%Share
29Laurel Wealth Advisors LLC600,440$30.3M4.01%Share
30COMMONWEALTH EQUITY SERVICES, LLC599,479$30.0M0.04%Share
31Wealthspire Retirement, LLC584,195$29.5M1.79%Share
32HighTower Advisors, LLC589,850$29.0M0.03%Share
33RAYMOND JAMES FINANCIAL INC585,223$29.0M0.01%Share
34Jaffetilchin Investment Partners, LLC569,683$28.7M1.68%Share
35Ifrah Financial Services, Inc.520,479$26.3M6.75%Share
36ARK & TLK INVESTMENTS, LLC503,104$25.4M6.98%Share
37MML INVESTORS SERVICES, LLC506,439$25.0M0.06%Share
38OneDigital Investment Advisors LLC488,914$24.0M0.24%Share
39JONES FINANCIAL COMPANIES LLLP481,229$24.0M0.01%Share
40RAYMOND JAMES FINANCIAL INC454,221$22.0M0.01%Share
41C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors412,696$20.8M1.25%Share
42Weaver Consulting Group410,997$20.7M5.07%Share
43SUMMITRY LLC410,909$20.7M0.86%Share
44Betterment LLC391,135$19.7M0.04%Share
45Cardinal Point Capital Management ULC388,922$19.6M1.28%Share
46Creative Planning385,775$19.0M0.01%Share
47St. Louis Financial Planners Asset Management, LLC362,429$18.3M11.24%Share
48ROYAL BANK OF CANADA341,937$17.0M0.00%Share
49Vertex Planning Partners, LLC329,518$16.6M3.86%Share
50Global Retirement Partners, LLC303,285$15.0M0.27%Share

TFLO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025401$3.5B+176
Q3 2025225$2.7T-132
Q2 2025357$3.3T-25
Q1 2025382$3.8T+49
Q4 2024333$261.0T+83
Q3 2024250$2019.3T-14
Q2 2024264$1869.9T+6
Q1 2024258$1910.0T—

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As of Q4 2025, 50 institutional investors hold TFLO (iShares Treasury Floating Rate Bond ETF). The largest holder is LPL Financial LLC with $340.0M in shares. This quarter, 15 institutions opened new positions and 0 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 LPL Financial LLC with $340.0M in shares.

Is institutional ownership of TFLO increasing or decreasing?

This quarter, 15 institutions opened new positions in TFLO and 0 closed their positions.