ISHARES TREASURY FLOATING RA (TFLO) Institutional Ownership Changes & 13F Activity
ISHARES TREASURY FLOATING RA (TFLO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Vertex Planning Partners, Llc, Wells Fargo & Company/Mn, Royal Bank Of Canada, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Sell | -1,457 | -27.6% | 3,830 | $193.90K | Q1 2026 | Aug 28, 2026 |
| Capital Advisor Network Llc | Buy | +36,554 | — | 36,554 | $1.85M | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +303,711 | +35.3% | 1,164,797 | $58.97M | Q1 2026 | Jul 08, 2026 |
| Cadia Private Client Llc | Sell | -243 | -0.3% | 84,014 | $4.25M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +36 | +0.8% | 4,338 | $219.62K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +1,920,892 | +33.0% | 7,745,149 | $392.14M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -7,946 | -49.2% | 8,213 | $264.11K | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, Llc | Buy | +5,577 | — | 5,577 | $282.39K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -2,731 | -15.3% | 15,142 | $766.66K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -1,046 | -8.6% | 11,144 | $564.00K | Q1 2026 | May 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +132 | +1.9% | 7,030 | $355.93K | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +62 | — | 62 | $3.14K | Q1 2026 | May 18, 2026 |
| Vertex Planning Partners, Llc | Buy | +709,301 | +215.3% | 1,038,819 | $52.60M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -233,995 | -18.6% | 1,023,783 | $51.84M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Sell | -163,236 | -33.9% | 317,993 | $16.10M | Q1 2026 | May 15, 2026 |
| Magnolia Capital Advisors Llc | Sell | -149,536 | -95.1% | 7,784 | $394.08K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +110,020 | — | 110,020 | $5.57M | Q1 2026 | May 15, 2026 |
| First Manhattan Co. Llc. | Buy | +109,835 | — | 109,835 | $5.56M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -104,189 | -44.7% | 128,737 | $6.52M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -87,089 | -43.2% | 114,282 | $5.79M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +85,518 | — | 85,518 | $4.33M | Q1 2026 | May 15, 2026 |
| Ascent Group, Llc | Buy | +73,684 | +36.2% | 277,035 | $14.03M | Q1 2026 | May 15, 2026 |
| Markin Asset Management, Lp | Sell | -65,060 | -30.0% | 152,152 | $7.70M | Q1 2026 | May 15, 2026 |
| Efg International Ag | Buy | +48,026 | — | 48,026 | $2.43M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Sell | -39,767 | -17.8% | 183,323 | $9.28M | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | Sell | -33,196 | -8.1% | 377,801 | $19.13M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +29,864 | +3.1% | 997,985 | $50.53M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -29,597 | -15.7% | 159,090 | $8.05M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +29,368 | +619.4% | 34,109 | $1.73M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Sell | -26,327 | -12.6% | 181,867 | $9.18M | Q1 2026 | May 15, 2026 |
Frequently asked questions about TFLO activity
Which institutional owners are buying TFLO?
Institutional owners buying TFLO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TFLO activity?
"Buy" means an investor increased their reported position in TFLO compared to the prior reporting period. This reflects growing exposure to ISHARES TREASURY FLOATING RA (TFLO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TFLO increasing?
Institutional interest in TFLO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.