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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Stratos Wealth Advisors
Ohio
$2.09M +$2.09M +41,159 New
SW
227
Simplicity Wealth
New Jersey
$2.01M +$2.01M +39,562 New
DWM
228
Destination Wealth Management
California
$2.01M +$154K +3,028 +8%
KWM
229
Kingsview Wealth Management
Oregon
$1.98M +$1.7M +33,547 +612%
CWM
230
Certus Wealth Management
California
$1.96M +$1.96M +38,707 New
TA
231
Tactive Advisors
Florida
$1.93M +$280K +5,514 +17%
PIA
232
Panoramic Investment Advisors
Colorado
$1.91M +$1.91M +37,653 New
CC
233
Copperleaf Capital
North Carolina
$1.89M +$1.89M +37,335 New
AWE
234
Avidian Wealth Enterprises
Texas
$1.83M +$1.83M +36,136 New
AAS
235
Ameritas Advisory Services
Nebraska
$1.82M -$4.2M -82,942 -70%
PAG
236
Private Advisory Group
Washington
$1.82M +$292K +5,762 +19%
GWM
237
Geneos Wealth Management
Colorado
$1.81M +$1.03M +20,212 +130%
PFA
238
Professional Financial Advisors
Nebraska
$1.79M +$1.79M +35,258 New
Comerica Bank
239
Comerica Bank
Texas
$1.78M +$1.78M +35,054 New
WIA
240
World Investment Advisors
California
$1.75M +$1.75M +34,532 New
TPWA
241
TRUE Private Wealth Advisors
Oregon
$1.73M +$1.73M +34,082 New
TW
242
TrinityPoint Wealth
Connecticut
$1.72M +$37.1K +731 +2%
WA
243
WESPAC Advisors
California
$1.72M +$1.72M +33,949 New
SL
244
SWMG LLC
Texas
$1.7M +$1.7M +33,559 New
FHA
245
First Horizon Advisors
Tennessee
$1.67M +$1.66M +32,762 +20,735%
FWP
246
Firethorn Wealth Partners
Georgia
$1.65M +$1.65M +32,609 New
CWM
247
Cornerstone Wealth Management
Missouri
$1.65M +$138K +2,712 +9%
SWP
248
Stratos Wealth Partners
Ohio
$1.61M +$1.23M +24,185 +323%
TCWM
249
Total Clarity Wealth Management
Illinois
$1.6M +$377K +7,424 +31%
TWA
250
TCI Wealth Advisors
Arizona
$1.6M +$200K +3,942 +14%
8 9
10
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