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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$131M
2
SFG
Steward Financial Group
Texas
$106M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$432M
2
WA
WestEnd Advisors
North Carolina
$56.4M
3
II
Inspire Investing
Idaho
$0
4
CF
Clarity Financial
Texas
$1.46M
5
MCM
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
SouthState Corp
Florida
$107K +$107K +2,113 New
FAM
227
Family Asset Management
South Carolina
$103K – – –
MIM
228
Macroview Investment Management
Maryland
$96.6K +$3.49K +69 +4%
SIC
229
Salem Investment Counselors
North Carolina
$91.4K +$91.4K +1,806 New
HI
230
Harbour Investments
Wisconsin
$90.1K +$49.9K +987 +124%
CAL
231
Capital Analysts LLC
Pennsylvania
$53K – – –
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$41.7K +$16.4K +323,732 +65%
US Bancorp
233
US Bancorp
Minnesota
$37.3K – – –
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$37.1K -$3.58M -70,781 -99%
WP
235
WealthPLAN Partners
Nebraska
$30.7K +$30.7K +607 New
MCM
236
Manchester Capital Management
Vermont
$26.8K – – –
CSC
237
Caldwell Sutter Capital
California
$24.4K +$24.4K +483 New
AWA
238
Alaska Wealth Advisors
Alaska
$24.1K +$24.1K +476 New
Fidelity Investments
239
Fidelity Investments
Massachusetts
$11.4K +$10.4K +205 +976%
PB
240
Pinnacle Bancorp
Nebraska
$10.7K – – –
FHA
241
First Horizon Advisors
Tennessee
$7.99K – – –
CIAS
242
Capital Investment Advisory Services
North Carolina
$7.59K – – –
C
243
Covestor
United Kingdom
$7K -$378 -8 -5%
JWM
244
Janiczek Wealth Management
Colorado
$5.05K – – –
GI
245
Gradient Investments
Minnesota
$4.96K – – –
Citigroup
246
Citigroup
New York
$4.5K +$4.5K +89 New
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$4.2K – – –
GFWA
248
Grey Fox Wealth Advisors
Delaware
$1.21K +$1.21K +24 New
FGAM
249
Financial Gravity Asset Management
Texas
$481 +$365 +7,230 +315%
II
250
Inspire Investing
Idaho
– -$50.2M -996,224 Closed
8 9
10
11 12