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TFLO · iShares Treasury Floating Rate Bond ETF ETF

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$50.52 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $21,368,136
Total Shares: 422,045

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
66.0%
Mar 2023 → Jun 2026 · range 7.6% – 100.0%
−28.5 pts
Top 5
100.0%
Mar 2023 → Jun 2026 · range 28.5% – 100.0%
−0.0 pts
Top 10
100.0%
Mar 2023 → Jun 2026 · range 39.4% – 100.0%
0.0 pts
HHI
4,800
Mar 2023 → Jun 2026 · range 242 – 10,000
Highly concentrated−4,157

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
0
Decreased
2
Sold Out
0
Unchanged
1
Holder count: +3
Institutional value: +503.6%
Shares held: +503.6%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −215 3,615
Range Advisory, LLC −33 66,026

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Wellington Grp LLC 278,621 $14,106,581
Corient Private Wealth LLC 56,566 $2,863,936
CITADEL ADVISORS LLC 17,188 $870,228

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 3 Increased 0 Reduced 2 Sold out 0 Unchanged 1
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Wellington Grp LLC TFLO $14,106,581 66.02% 278,621
Range Advisory, LLC TFLO $3,342,896 15.64% 66,026
Corient Private Wealth LLC TFLO $2,863,936 13.40% 56,566
CITADEL ADVISORS LLC TFLO $870,228 4.07% 17,188
Cornerstone Financial Management LLC TFLO $183,027 0.86% 3,615
TUCKER ASSET MANAGEMENT LLC TFLO $1,468 0.01% 29