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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.49 -0.16 (-0.32%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$50.48 -0.01 (-0.01%)
As of 08/1/2025 08:00 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)
318
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
8/1/2025James Investment Research Inc.49,262$2.50M0.3%-1.0%0.037%
8/1/2025GWN Securities Inc.5,549$281K0.1%-25.1%0.004%
8/1/2025Facet Wealth Inc.606,425$30.72M0.7%+5.5%0.456%
8/1/2025Liberty Wealth Management LLC10,112$512K0.1%-75.7%0.008%
8/1/2025Schmidt P J Investment Management Inc.9,055$459K0.1%+93.9%0.007%
8/1/2025Brookwood Investment Group LLC220,542$11.17M1.8%+51.1%0.166%
8/1/2025Envestnet Asset Management Inc.2,210,725$111.97M0.0%-0.9%1.661%
7/31/2025 Strait & Sound Wealth Management LLC6,837$346K0.1%+8.3%0.005%
7/31/2025 MN Wealth Advisors LLC7,419$376K0.2%-69.0%0.006%
7/31/2025 Moloney Securities Asset Management LLC759,108$38.45M4.8%+6.5%0.570%
7/31/2025 Cardinal Point Capital Management ULC318,421$16.13M1.2%+109.4%0.239%
7/30/2025 Strategic Blueprint LLC71,360$3.61M0.2%+33.6%0.054%
7/30/2025 Capital Wealth Alliance LLC142,956$7.24M3.9%+2.4%0.107%
7/30/2025 Brookstone Capital Management974,449$49.36M0.6%+1.7%0.732%
7/30/2025 BTS Asset Management Inc.17,881$906K1.1%-2.2%0.013%
7/30/2025 Legacy Wealth Asset Management LLC205,826$10.43M2.6%-6.1%0.155%
7/30/2025 IMG Wealth Management Inc.11,837$600K0.5%+589.8%0.009%
7/30/2025 Probity Advisors Inc.7,750$393K0.1%-20.5%0.006%
7/30/2025 Arbor Investment Advisors LLC1,350,586$68.41M8.8%-5.7%1.015%
7/29/2025 Elevation Capital Advisory LLC54,282$2.75M1.1%+545.8%0.041%
7/29/2025 Members Advisory Group LLC84,368$4.27M1.6%-12.4%0.063%
7/29/2025 Stephens Inc. AR98,919$5.01M0.1%+179.9%0.074%
7/29/2025 Northwest Quadrant Wealth Management LLC987,033$49.99M11.1%+0.9%0.742%
7/29/2025 Disciplined Investments LLC99,539$5.04M2.1%+5.3%0.075%
7/29/2025 Signature Estate & Investment Advisors LLC12,131$614K0.0%+30.3%0.009%
7/29/2025 Ifrah Financial Services Inc.504,192$25.54M7.0%-0.1%0.379%
7/29/2025 Koshinski Asset Management Inc.59,039$2.99M0.2%+43.8%0.044%
7/29/2025 Hartline Investment Corp421,518$21.35M2.4%+0.8%0.317%
7/29/2025 Stratos Wealth Partners LTD.28,313$1.43M0.0%-7.0%0.021%
7/29/2025 Stratos Wealth Advisors LLC12,856$651K0.0%+23.5%0.010%
7/29/2025 Private Trust Co. NA12,964$657K0.1%-54.5%0.010%
7/29/2025 Two West Capital Advisors LLC18,606$942K0.6%+6.3%0.014%
7/29/2025 Oxbow Advisors LLC301,759$15.28M1.7%+1.3%0.227%
7/28/2025 WJ Wealth Management LLC13,911$705K0.2%-32.2%0.010%
7/28/2025 Mutual Advisors LLC201,002$10.18M0.3%+7.4%0.151%
7/28/2025 Lunt Capital Management Inc.207,339$10.50M4.0%-21.8%0.156%
7/28/2025 JGP Wealth Management LLC18,057$915K0.1%N/A0.014%
7/28/2025 RFG Advisory LLC13,319$675K0.0%-7.7%0.010%
7/28/2025 Axxcess Wealth Management LLC1,333,263$67.53M1.6%+8.6%1.002%
7/28/2025 Elmwood Wealth Management Inc.175,492$8.89M3.5%+25.5%0.132%
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7/25/2025 Atria Wealth Solutions Inc.26,031$1.32M0.0%-64.8%0.020%
7/25/2025 Envestnet Portfolio Solutions Inc.36,569$1.85M0.0%-21.2%0.027%
7/25/2025 Endowment Wealth Management Inc.4,425$224K0.1%+10.5%0.003%
7/25/2025 Total Clarity Wealth Management Inc.54,444$2.76M0.8%+27.9%0.041%
7/25/2025 MGO One Seven LLC62,401$3.16M0.1%+8.7%0.047%
7/25/2025 Almanack Investment Partners LLC.62,629$3.17M0.5%-1.1%0.047%
7/25/2025 Prostatis Group LLC33,231$1.68M0.5%+23.7%0.025%
7/25/2025 SPC Financial Inc.1,406,426$71.24M6.0%+151.0%1.057%
7/25/2025 CWM LLC112,298$5.69M0.0%+16.3%0.084%
7/25/2025 Sovereign Financial Group Inc.35,024$1.77M0.4%+4.0%0.026%
7/25/2025 Richardson Financial Services Inc.8,248$416K0.3%-60.8%0.006%
7/24/2025 Stonebridge Financial Group LLC212,285$10.75M1.0%+2.5%0.159%
7/24/2025 Boomfish Wealth Group LLC23,640$1.20M0.7%N/A0.018%
7/24/2025 MFA Wealth Services50,714$2.57M1.9%+12.1%0.038%
7/23/2025 Ignite Planners LLC48,286$2.44M0.4%+3.7%0.036%
7/23/2025 Castle Rock Wealth Management LLC298,481$15.10M3.5%+28.3%0.224%
7/23/2025 WESPAC Advisors LLC65,200$3.30M2.3%+126.0%0.049%
7/23/2025 Sax Wealth Advisors LLC97,488$4.94M0.3%-0.9%0.073%
7/23/2025 Friedenthal Financial1,158$59K0.0%-14.8%0.001%
7/23/2025 Kingswood Wealth Advisors LLC24,425$1.24M0.1%N/A0.018%
7/23/2025 Slow Capital Inc.33,261$1.69M0.2%-68.6%0.025%
7/23/2025 SteelPeak Wealth LLC122,601$6.21M0.2%+13.9%0.092%
7/23/2025 Heck Capital Advisors LLC86,808$4.40M0.4%-58.8%0.065%
7/23/2025 Prime Capital Investment Advisors LLC15,490$785K0.0%-15.0%0.012%
7/22/2025 Aquire Wealth Advisors LLC132,588$6.72M1.8%+99.7%0.100%
7/22/2025 Measured Risk Portfolios Inc.49,720$2.52M2.4%+24.8%0.037%
7/22/2025 Wealthcare Advisory Partners LLC8,360$423K0.0%-36.0%0.006%
7/22/2025 Yoder Wealth Management Inc.64,566$3.27M1.7%+9.9%0.049%
7/21/2025 Ascent Group LLC261,989$13.27M0.5%-46.4%0.197%
7/21/2025 Ameritas Advisory Services LLC65,257$3.31M0.2%+62.8%0.049%
7/21/2025 Stash Investments LLC723,577$36.65M17.4%+9.2%0.544%
7/21/2025 J2 Capital Management Inc261,220$13.23M10.5%-21.8%0.196%
7/18/2025 Clarity Financial LLC11,642$590K0.1%-35.8%0.009%
7/18/2025 Parkwoods Wealth Partners LLC17,717$897K0.5%+21.1%0.013%
7/18/2025 Client 1ST Advisory Group LLC5,585$283K0.1%-3.8%0.004%
7/18/2025 Consolidated Portfolio Review Corp15,369$778K0.1%N/A0.012%
7/18/2025 PBMares Wealth Management LLC9,792$496K0.1%-12.4%0.007%
7/18/2025 Truist Financial Corp19,389$982K0.0%+34.4%0.015%
7/17/2025 Robbins Farley594$30K0.0%N/A0.000%
7/17/2025 HCR Wealth Advisors21,585$1.09M0.1%-37.3%0.016%
7/17/2025 Janney Montgomery Scott LLC99,200$5.02M0.0%+58.2%0.074%
7/17/2025 GC Wealth Management RIA LLC4,908$249K0.0%N/A0.004%
7/17/2025 Independence Bank of Kentucky596$30K0.0%N/A0.000%
7/17/2025 Johnson Bixby & Associates LLC84,580$4.28M0.6%+62.7%0.063%
7/16/2025 ORG Partners LLC60,550$3.07M0.7%+5.7%0.045%
7/16/2025 Eagle Global Advisors LLC11,257$570K0.0%-2.7%0.008%
7/16/2025 PFS Partners LLC77,842$3.94M2.0%+3.7%0.058%
7/16/2025 TCI Wealth Advisors Inc.13,907$704K0.0%-3.2%0.010%
7/16/2025 MKT Advisors LLC212,248$10.71M4.2%+6.8%0.159%
7/16/2025 Perigon Wealth Management LLC140,018$7.09M0.2%-3.3%0.105%
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7/16/2025 Maridea Wealth Management LLC26,374$1.34M0.3%+44.7%0.020%
7/16/2025 Magnus Financial Group LLC9,956$504K0.0%-25.3%0.007%
7/16/2025 Littlejohn Financial Services Inc.111,465$5.65M4.4%+8.4%0.084%
7/15/2025 Retireful LLC12,988$658K0.5%N/A0.010%
7/15/2025 GSB Wealth Management LLC22,000$1.11M0.3%-16.9%0.017%
7/14/2025 Gries Financial LLC15,498$785K0.1%+51.4%0.012%
7/14/2025 Baring Financial LLC76,794$3.89M2.9%+5.9%0.058%
7/14/2025 Chris Bulman Inc32,548$1.65M0.9%-2.4%0.024%
7/14/2025 Park Avenue Securities LLC42,326$2.14M0.0%+12.3%0.032%
7/14/2025 Sowell Financial Services LLC4,535$230K0.0%N/A0.003%
(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, 634 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Morgan Stanley ($379.43M), Bank of America Corp DE ($329.91M), LPL Financial LLC ($316.54M), UBS Group AG ($220.54M), Envestnet Asset Management Inc. ($111.97M), Renaissance Technologies LLC ($92.13M), and BIP Wealth LLC ($91.86M).Learn more on iShares Treasury Floating Rate Bond ETF's institutional investors.

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

Of the 558 institutional investors that purchased iShares Treasury Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($26.34M), LPL Financial LLC ($7.84M), Envestnet Portfolio Solutions Inc. ($3.82M), Morgan Stanley ($3.47M), JPMorgan Chase & Co. ($3.38M), CWM LLC ($3.26M), and Oxbow Advisors LLC ($2.49M).

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

Institutional investors have bought a total of 28,626,389 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 249 institutional investors that sold iShares Treasury Floating Rate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Oxbow Advisors LLC ($2.66M), SPC Financial Inc. ($1.34M), Acute Investment Advisory LLC ($995.98K), Envestnet Asset Management Inc. ($950.76K), Advocacy Wealth Management Services LLC ($896.82K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($836.53K), and Private Advisor Group LLC ($815.41K).

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

Institutional investors have sold a total of 20,120,260 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.



This page (NYSEARCA:TFLO) was last updated on 8/2/2025 by MarketBeat.com Staff
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