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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.60 +0.01 (+0.02%)
Closing price 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)
288
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$1.70B
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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
1/21/2025MKT Advisors LLC175,000$8.85M3.9%+32.0%0.128%
1/21/2025Embree Financial Group5,521$279K0.0%+4.1%0.004%
1/21/2025Anderson Hoagland & Co.65,960$3.34M0.3%+65.8%0.048%
1/21/2025Cedar Mountain Advisors LLC562$28K0.0%N/A0.000%
1/21/2025GSB Wealth Management LLC18,650$941K0.2%-17.8%0.014%
1/21/2025Geneos Wealth Management Inc.21,252$1.07M0.0%-38.4%0.016%
1/21/2025Dynamic Advisor Solutions LLC68,660$3.47M0.1%+2.5%0.050%
1/21/2025Vishria Bird Financial Group LLC144,030$7.27M2.5%+0.3%0.105%
1/21/2025RFG Advisory LLC14,860$750K0.0%-23.0%0.011%
1/21/2025MFA Wealth Services20,810$1.05M0.8%N/A0.015%
1/21/2025Johnson Bixby & Associates LLC35,631$1.80M0.3%N/A0.026%
1/21/2025Montecito Bank & Trust111,781$5.64M1.0%+7.3%0.082%
1/17/2025 Secure Asset Management LLC15,070$761K0.1%-32.4%0.011%
1/17/2025 Mutual Advisors LLC170,734$8.64M0.3%+11.5%0.125%
1/17/2025 Janney Montgomery Scott LLC62,413$3.15M0.0%-16.2%0.046%
1/17/2025 Magnus Financial Group LLC15,343$774K0.1%-56.4%0.011%
1/17/2025 Sheets Smith Wealth Management8,110$409K0.0%-58.3%0.006%
1/16/2025 Sugar Maple Asset Management LLC260,625$13.15M10.0%-4.9%0.191%
1/16/2025 Diversify Advisory Services LLC14,440$730K0.0%-10.7%0.011%
1/16/2025 Moulton Wealth Management Inc.285,872$14.43M11.1%-25.8%0.209%
1/16/2025 Client 1ST Advisory Group LLC6,167$311K0.1%N/A0.005%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.4,896$247K0.1%N/A0.004%
1/15/2025 J2 Capital Management Inc339,028$17.11M16.1%N/A0.248%
1/15/2025 Ameritas Advisory Services LLC39,182$1.98M0.1%+11.1%0.029%
1/15/2025 BTS Asset Management Inc.9,423$475K0.5%-3.7%0.007%
1/15/2025 Arkadios Wealth Advisors37,222$1.88M0.1%-9.7%0.027%
1/15/2025 Merit Financial Group LLC13,728$693K0.0%+2.9%0.010%
1/15/2025 Grant GrossMendelsohn LLC331,643$16.74M8.7%-23.3%0.243%
1/15/2025 Legacy Wealth Asset Management LLC198,274$10.01M2.7%+1.6%0.145%
1/14/2025 Heritage Family Offices LLP12,779$645K0.3%+5.6%0.009%
1/14/2025 St. Louis Financial Planners Asset Management LLC266,036$13.43M9.7%-0.7%0.195%
1/14/2025 HCR Wealth Advisors39,610$2.00M0.3%-2.3%0.029%
1/14/2025 Laurel Wealth Advisors LLC457,140$23.07M3.6%+2.6%0.335%
1/14/2025 Park Avenue Securities LLC41,624$2.10M0.0%-30.2%0.030%
1/14/2025 Community Trust & Investment Co.9,169$463K0.0%-23.4%0.007%
1/14/2025 Sovereign Financial Group Inc.31,806$1.61M0.4%+27.9%0.023%
1/14/2025 Capstone Wealth Management Group LLC150,963$7.62M4.1%-4.3%0.111%
1/14/2025 Ignite Planners LLC48,589$2.45M0.5%-9.8%0.036%
1/14/2025 Cardinal Point Capital Management ULC164,759$8.32M1.3%+146.1%0.121%
1/14/2025 Professional Financial Advisors LLC52,520$2.65M0.7%-12.0%0.038%
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1/13/2025 Miracle Mile Advisors LLC37,452$1.89M0.0%-16.0%0.027%
1/13/2025 Friedenthal Financial1,406$71K0.0%-49.1%0.001%
1/13/2025 Vigilare Wealth Management16,881$852K0.3%-7.3%0.012%
1/13/2025 Elmwood Wealth Management Inc.159,604$8.06M3.3%-2.2%0.117%
1/13/2025 Accelerate Investment Advisors LLC12,662$639K0.6%+23.9%0.009%
1/13/2025 New Capital Management LP85,535$4.32M1.3%+0.6%0.063%
1/13/2025 Brookstone Capital Management965,202$48.71M0.7%-2.2%0.707%
1/10/2025 ORG Partners LLC58,793$2.97M0.4%-3.1%0.043%
1/8/2025 Weaver Consulting Group476,816$24.07M7.4%+37.0%0.349%
1/6/2025 Insight Wealth Strategies LLC6,562$331K0.0%-90.8%0.005%
1/3/2025 Central Pacific Bank Trust Division1,703$86K0.0%-94.8%0.001%
12/26/2024JPMorgan Chase & Co.67,250$3.40M0.0%-81.5%0.049%
12/13/2024B. Riley Wealth Advisors Inc.6,429$325K0.0%-37.9%0.005%
11/25/2024Destination Wealth Management41,143$2.08M0.1%+1.8%0.030%
11/25/2024World Investment Advisors LLC5,616$284K0.0%-24.5%0.004%
11/25/2024Sanctuary Advisors LLC89,713$4.54M0.0%-15.8%0.066%
11/21/2024SkyView Investment Advisors LLC63,755$3.23M0.5%N/A0.047%
11/18/2024Coldstream Capital Management Inc.4,022$203K0.0%N/A0.003%
11/18/2024Strait & Sound Wealth Management LLC15,782$799K0.4%+186.3%0.012%
11/15/2024Brophy Wealth Management LLC17,681$895K0.3%N/A0.013%
11/15/2024MML Investors Services LLC548,652$27.76M0.1%-5.5%0.402%
11/15/2024Main Management LLC68,383$3.46M0.3%-9.5%0.050%
11/15/2024Orion Portfolio Solutions LLC215,038$10.88M0.2%-23.4%0.157%
11/15/2024EP Wealth Advisors LLC3,768$191K0.0%N/A0.003%
11/15/2024Jane Street Group LLC62,177$3.15M0.0%-89.3%0.046%
11/15/2024Kovitz Investment Group Partners LLC145,555$7.37M0.0%-0.4%0.107%
11/15/2024WESCAP Management Group Inc.284,989$14.42M3.6%+1.2%0.209%
11/15/2024 Weaver Consulting Group347,928$17.61M5.6%+45.0%0.255%
11/15/2024Stifel Financial Corp682,950$34.56M0.0%+0.5%0.500%
11/15/2024IHT Wealth Management LLC13,073$661K0.0%-15.4%0.010%
11/15/2024Integrated Wealth Concepts LLC20,974$1.06M0.0%-14.6%0.015%
11/15/2024HighTower Advisors LLC271,865$13.76M0.0%-47.1%0.199%
11/15/2024Ascent Group LLC341,911$17.30M1.3%+475.5%0.250%
11/14/2024Kiely Wealth Advisory Group Inc.220,720$11.15M7.1%-48.6%0.162%
11/14/2024Flow Traders U.S. LLC314,051$15.89M0.8%+497.3%0.230%
11/14/2024Rockefeller Capital Management L.P.22,515$1.14M0.0%-8.3%0.016%
11/14/2024CreativeOne Wealth LLC71,571$3.62M0.1%-36.5%0.052%
11/14/2024Cravens & Co Advisors LLC62,752$3.18M2.5%-29.7%0.046%
11/13/2024Townsquare Capital LLC11,971$606K0.0%-12.1%0.009%
11/13/2024BNP Paribas Financial Markets74,580$3.77M0.0%+190.9%0.055%
11/13/2024D.A. Davidson & CO.5,799$293K0.0%+7.8%0.004%
11/13/2024Bank of Montreal Can179,649$9.09M0.0%+21.2%0.132%
11/13/2024Private Trust Co. NA25,150$1.27M0.1%-6.8%0.018%
11/13/2024Boston Family Office LLC28,003$1.42M0.1%-11.3%0.021%
11/12/2024Cahill Financial Advisors Inc.61,224$3.10M0.4%-17.5%0.045%
11/12/2024Centaurus Financial Inc.24,716$1.25M0.1%+34.0%0.018%
11/12/2024WESPAC Advisors LLC84,310$4.27M3.2%-5.6%0.062%
11/12/2024Cerity Partners LLC168,601$8.53M0.0%+38.2%0.123%
11/12/2024Optivise Advisory Services LLC671,396$33.97M17.9%N/A0.492%
11/12/2024Stonebrook Private Inc.4,137$209K0.1%-82.8%0.003%
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11/12/2024Nwam LLC8,952$453K0.0%N/A0.007%
11/12/2024Meridian Wealth Management LLC102,734$5.20M0.3%-10.9%0.075%
11/12/2024Concorde Asset Management LLC4,210$213K0.1%-30.3%0.003%
11/12/2024Darden Wealth Group Inc25,080$1.27M0.9%+22.0%0.018%
11/9/2024LPL Financial LLC5,588,716$282.79M0.1%-1.7%4.091%
11/8/2024Steele Capital Management Inc.35,494$1.80M0.1%+26.6%0.026%
11/8/2024Portfolio Design Labs LLC516,000$26.11M7.3%+377.0%0.378%
11/8/2024First Horizon Advisors Inc.6,146$311K0.0%+67.2%0.004%
11/8/2024Kraft Davis & Associates LLC7,854$397K0.1%+91.3%0.006%
11/8/2024 Avior Wealth Management LLC6,857$347K0.0%-14.0%0.005%
(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, 561 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), Bank of America Corp DE ($517.94M), Morgan Stanley ($379.43M), LPL Financial LLC ($282.79M), UBS Group AG ($220.54M), Envestnet Asset Management Inc. ($178.09M), and Oxbow Advisors LLC ($135.42M).Learn more on TFLO's institutional investors.

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

Of the 508 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. ($27.58M), LPL Financial LLC ($8.15M), CWM LLC ($4.03M), Envestnet Portfolio Solutions Inc. ($3.82M), Morgan Stanley ($3.47M), JPMorgan Chase & Co. ($3.22M), and Bank of America Corp DE ($3.18M).

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

Institutional investors have bought a total of 131,889,002 shares in the last 24 months. This purchase volume represents approximately $6.68B in transactions.

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

Of the 345 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: SPC Financial Inc. ($4.86M), Envestnet Portfolio Solutions Inc. ($3.68M), Janney Montgomery Scott LLC ($3.26M), Osaic Holdings Inc. ($2.91M), Park Avenue Securities LLC ($2.18M), MV Capital Management Inc. ($1.88M), and Commonwealth Equity Services LLC ($1.36M).

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

Institutional investors have sold a total of 50,670,189 shares in the last 24 months. This volume of shares sold represents approximately $2.56B in transactions.



This page (NYSEARCA:TFLO) was last updated on 1/21/2025 by MarketBeat.com Staff
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