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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
226
DB Wealth Management Group
California
$328K – – –
ACA
227
Aptus Capital Advisors
Alabama
$323K -$437K -8,625 -58%
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K -$437K -8,625 -58%
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$322K -$863K -17,024 -73%
ACP
230
Aveo Capital Partners
Colorado
$281K -$1.77K -35 -0.6%
Prudential Financial
231
Prudential Financial
New Jersey
$279K +$279K +5,502 New
KWM
232
Kingsview Wealth Management
Oregon
$278K +$278K +5,480 New
TJHA
233
Thomas J. Herzfeld Advisors
Florida
$277K -$8.33M -164,371 -97%
BWP
234
BSW Wealth Partners
Colorado
$273K +$1.27K +25 +0.5%
ETC
235
Exchange Traded Concepts
Oklahoma
$263K +$20.9K +412 +9%
MWM
236
Meridian Wealth Management
Kentucky
$254K +$254K +5,012 New
TM
237
Titan Managers
Arizona
$241K -$13.7M -270,311 -98%
PWG
238
Portside Wealth Group
Utah
$227K +$227K +4,486 New
LCGC
239
Legacy Capital Group California
California
$223K -$138K -2,721 -38%
CCA
240
Checchi Capital Advisers
California
$217K -$31.7K -626 -13%
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$211K +$211K +4,173 New
ARC
242
Advisor Resource Council
Texas
$211K +$2.48K +49 +1%
IRC
243
Investors Research Corp
Georgia
$204K +$13.7K +270 +7%
PCM
244
Penserra Capital Management
California
$173K +$24.7K +493 +17%
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
$160K +$160K +3,155 New
SWM
246
Spire Wealth Management
Virginia
$131K -$48.9K -966 -27%
TWC
247
TD Waterhouse Canada
Ontario, Canada
$113K – – –
FAM
248
Family Asset Management
South Carolina
$103K – – –
SIC
249
Salem Investment Counselors
North Carolina
$98K +$6.54K +129 +7%
MIM
250
Macroview Investment Management
Maryland
$90K -$6.74K -133 -7%
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