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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.64 +0.02 (+0.04%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$50.64 -0.01 (-0.01%)
As of 02/21/2025 07:52 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.

Institutional Ownership Changes (13F Filings) for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$1.74B
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TFLO Institutional Buying and Selling by Quarter

iShares Treasury Floating Rate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Strait & Sound Wealth Management LLC14,262$720K0.3%-9.6%0.010%
2/18/2025 GTS Securities LLC94,306$4.76M0.2%+816.9%0.069%
2/18/2025 Focus Partners Advisor Solutions LLC5,243$265K0.0%N/A0.004%
2/18/2025 Mpwm Advisory Solutions LLC47,212$2.38M1.7%N/A0.035%
2/17/2025 Waverly Advisors LLC59,132$2.98M0.0%+20.8%0.043%
2/17/2025 Wellington Wealth Strategies LLC.85,652$4.33M4.1%-15.1%0.063%
2/17/2025 Strategic Wealth Partners Ltd.6,648$336K0.0%-64.4%0.005%
2/17/2025 Snowden Capital Advisors LLC5,821$294K0.0%-8.0%0.004%
2/17/2025 Royal Bank of Canada1,048,451$52.92M0.0%-14.1%0.768%
2/17/2025 Redwood Financial Network Corp5,571$281K0.2%N/A0.004%
2/17/2025 Main Management LLC62,199$3.14M0.3%-9.0%0.046%
2/17/2025 Northwest Quadrant Wealth Management LLC799,596$40.36M9.2%+3.2%0.585%
2/17/2025 Measured Risk Portfolios Inc.51,871$2.62M2.7%N/A0.038%
2/17/2025 Millennium Management LLC81,697$4.12M0.0%-14.6%0.060%
2/17/2025 Lionshead Wealth Management LLC58,772$2.97M2.1%N/A0.043%
2/17/2025 JRM Investment Counsel LLC3,964$200K0.1%-12.5%0.003%
2/17/2025 Guardian Wealth Advisors LLC NC10,348$522K0.0%+3.1%0.008%
2/17/2025 Gotham Asset Management LLC141,333$7.13M0.1%-3.1%0.103%
2/17/2025 Fairview Capital Investment Management LLC11,625$587K0.0%-66.1%0.009%
2/17/2025 EP Wealth Advisors LLC6,444$325K0.0%+71.0%0.005%
2/17/2025 Eagle Global Advisors LLC11,817$596K0.0%-10.3%0.009%
2/17/2025 Cambridge Investment Research Advisors Inc.1,217,114$61.43M0.2%-0.1%0.891%
2/17/2025 Cetera Investment Advisers1,706,728$86.14M0.2%-16.1%1.249%
2/17/2025 Cahill Financial Advisors Inc.54,517$2.75M0.4%-11.0%0.040%
2/17/2025 Cary Street Partners Financial LLC4,257$215K0.0%N/A0.003%
2/17/2025 Chapman Financial Group LLC2,365$119K0.1%N/A0.002%
2/17/2025 Bank of America Corp DE6,536,828$329.91M0.0%+4.2%4.785%
2/17/2025 BIP Wealth LLC1,570,323$79.25M5.3%+6.2%1.150%
2/17/2025 BNP Paribas Financial Markets183,256$9.25M0.0%+145.7%0.134%
2/17/2025 Ameriprise Financial Inc.14,867$750K0.0%+39.1%0.011%
2/17/2025 Ancora Advisors LLC3,544$179K0.0%-7.4%0.003%
2/17/2025 Aptus Capital Advisors LLC10,400$525K0.0%+2.0%0.008%
2/17/2025 Advocacy Wealth Management Services LLC867,331$43.77M3.3%-2.3%0.635%
2/14/2025 Mercer Global Advisors Inc. ADV790,231$39.88M0.1%+18.3%0.579%
2/14/2025 ArborFi Advisors LLC28,531$1.44M1.4%N/A0.021%
2/14/2025 Jane Street Group LLC11,367$574K0.0%-81.7%0.008%
2/14/2025 Comerica Bank39,702$2.00M0.0%-8.4%0.029%
2/14/2025 Northern Trust Corp4,582$231K0.0%N/A0.003%
2/14/2025 Beacon Pointe Advisors LLC128,519$6.49M0.1%-0.3%0.094%
2/14/2025 Rinkey Investments873,019$44.06M14.1%-0.6%0.639%
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2/14/2025 Kovitz Investment Group Partners LLC376,617$19.01M0.1%+158.7%0.276%
2/14/2025 Integrated Wealth Concepts LLC34,621$1.75M0.0%+65.1%0.025%
2/14/2025 MGO One Seven LLC45,711$2.31M0.1%+44.7%0.033%
2/14/2025 Susquehanna International Group LLP127,337$6.43M0.0%-2.4%0.093%
2/14/2025 IHT Wealth Management LLC15,746$795K0.0%+20.4%0.012%
2/14/2025 Stifel Financial Corp772,718$39.00M0.0%+13.1%0.566%
2/14/2025 OneDigital Investment Advisors LLC473,749$23.91M0.3%-37.3%0.347%
2/14/2025 Optivise Advisory Services LLC357,918$18.06M9.7%-46.7%0.262%
2/14/2025 MML Investors Services LLC484,387$24.45M0.1%-11.7%0.355%
2/14/2025 Generation Capital Management LLC132,692$6.70M5.7%N/A0.097%
2/14/2025 GeoWealth Management LLC587,357$29.64M1.0%-32.7%0.430%
2/14/2025 Concourse Financial Group Securities Inc.36,380$1.84M0.1%-16.8%0.027%
2/14/2025 Adams Wealth Management19,174$968K0.2%+244.0%0.014%
2/13/2025 Cravens & Co Advisors LLC74,808$3.78M2.9%+19.2%0.055%
2/13/2025 NewEdge Advisors LLC51,443$2.60M0.0%-47.7%0.038%
2/13/2025 Regal Investment Advisors LLC18,325$925K0.1%+20.8%0.013%
2/13/2025 United Capital Financial Advisors LLC193,308$9.76M0.1%-46.7%0.142%
2/13/2025 CacheTech Inc.19,174$968K0.2%+244.0%0.014%
2/13/2025 LaSalle St. Investment Advisors LLC7,414$374K0.1%N/A0.005%
2/13/2025 XTX Topco Ltd4,591$232K0.0%N/A0.003%
2/13/2025 CreativeOne Wealth LLC74,025$3.74M0.1%+3.4%0.054%
2/13/2025 Mariner LLC1,451,618$73.26M0.1%+5.9%1.063%
2/13/2025 Keystone Financial Group16,804$848K0.1%N/A0.012%
2/13/2025 Savvy Advisors Inc.113,487$5.73M0.7%+17.0%0.083%
2/13/2025 Seeds Investor LLC75,013$3.79M1.1%+225.0%0.055%
2/13/2025 Townsquare Capital LLC12,482$630K0.0%+4.3%0.009%
2/13/2025 Legacy Investment Solutions LLC923$47K0.0%N/A0.001%
2/13/2025 Aquire Wealth Advisors LLC9,324$471K0.1%-9.3%0.007%
2/13/2025 Rockefeller Capital Management L.P.22,007$1.11M0.0%-2.3%0.016%
2/13/2025 NFP Retirement Inc.593,405$29.95M2.4%-4.6%0.434%
2/13/2025 Blue Edge Capital LLC16,322$824K0.1%+1.3%0.012%
2/13/2025 Kraft Davis & Associates LLC4,272$216K0.1%-45.6%0.003%
2/13/2025 Advisory Services Network LLC63,285$3.19M0.1%+52.3%0.046%
2/13/2025 Renaissance Technologies LLC1,825,400$92.13M0.1%+12.0%1.336%
2/13/2025 Bank of Montreal Can150,905$7.62M0.0%-16.0%0.110%
2/13/2025 Cerity Partners LLC210,168$10.61M0.0%+24.7%0.154%
2/13/2025 Trek Financial LLC106,158$5.36M0.4%+27.8%0.078%
2/13/2025 Darden Wealth Group Inc24,675$1.25M0.8%-1.6%0.018%
2/13/2025 Envestnet Asset Management Inc.2,645,903$133.54M0.0%-16.3%1.937%
2/13/2025 Wells Fargo & Company MN718,491$36.26M0.0%+9.3%0.526%
2/13/2025 Smith Moore & CO.56,366$2.85M0.3%+17.5%0.041%
2/12/2025 World Investment Advisors4,907$248K0.0%-12.6%0.004%
2/12/2025 WESCAP Management Group Inc.174,779$8.82M2.1%-38.7%0.128%
2/12/2025 Kiely Wealth Advisory Group Inc.198,104$10.02M6.4%-10.2%0.145%
2/12/2025 Potomac Fund Management Inc. ADV18,388$928K0.8%N/A0.013%
2/12/2025 Thomas J. Herzfeld Advisors Inc.2,168$109K0.0%-51.5%0.002%
2/12/2025 Boston Family Office LLC41,247$2.08M0.1%+47.3%0.030%
2/12/2025 OLD Mission Capital LLC32,192$1.63M0.0%N/A0.024%
2/12/2025 National Bank of Canada FI153,855$7.77M0.0%N/A0.113%
2/12/2025 Physician Wealth Advisors Inc.8,926$451K0.1%-15.9%0.007%
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2/12/2025 ARK & TLK Investments LLC268,002$13.53M4.7%+19.3%0.196%
2/12/2025 MV Capital Management Inc.2,679$135K0.0%-73.2%0.002%
2/12/2025 Maridea Wealth Management LLC24,686$1.25M0.4%N/A0.018%
2/12/2025 Vertex Planning Partners LLC224,207$11.32M2.5%+14.7%0.164%
2/12/2025 Orion Portfolio Solutions LLC168,390$8.50M0.1%-21.7%0.123%
2/12/2025 JPMorgan Chase & Co.235,470$11.88M0.0%+250.1%0.172%
2/12/2025 Core Wealth Partners LLC5,442$275K0.2%-29.8%0.004%
2/12/2025 TrueMark Investments LLC21,672$1.09M0.3%+19.7%0.016%
2/12/2025 Summitry LLC525,981$26.55M1.3%+8.8%0.385%
2/12/2025 PKS Advisory Services LLC5,889$297K0.1%N/A0.004%
(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, 606 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 545 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 130,170,695 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

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

Of the 374 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 ($2.18M), 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 51,206,107 shares in the last 24 months. This volume of shares sold represents approximately $2.59B in transactions.



This page (NYSEARCA:TFLO) was last updated on 2/22/2025 by MarketBeat.com Staff
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