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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
United Capital Financial Advisors
Texas
$67.3M
4
SL
Summitry LLC
California
$30M
5
Renaissance Technologies
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$201M
2
SFI
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
Bank of America
North Carolina
$466M
4
LPL Financial
LPL Financial
California
$553M
5
Cerity Partners
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
226
Hilltop Holdings
Texas
$2.43M +$2.43M +48,143 New
MG
227
Mather Group
Illinois
$2.42M -$148K -2,928 -6%
IGWM
228
ICA Group Wealth Management
Colorado
$2.41M +$1.83M +36,168 +310%
AAS
229
Ameritas Advisory Services
Nebraska
$2.41M +$590K +11,679 +32%
TWM
230
Tradition Wealth Management
Minnesota
$2.39M -$141K -2,802 -6%
MLA
231
My Legacy Advisors
Oregon
$2.32M +$57.6K +1,140 +3%
GM
232
GeoWealth Management
Illinois
$2.32M -$7.19M -142,404 -76%
SEIA
233
Signature Estate & Investment Advisors
California
$2.31M +$1.05M +20,856 +84%
Citadel Advisors
234
Citadel Advisors
Florida
$2.31M +$2.31M +45,697 New
SWA
235
Stratos Wealth Advisors
Ohio
$2.25M +$175K +3,458 +8%
MIS
236
Morningstar Investment Services
Illinois
$2.25M +$1.62M +32,029 +256%
FCIM
237
Fairview Capital Investment Management
California
$2.24M -$58K -1,150 -3%
OCM
238
One Capital Management
California
$2.21M +$2.21M +43,839 New
ARC
239
Advisor Resource Council
Texas
$2.15M +$1.93M +38,299 +909%
HI
240
Harbour Investments
Wisconsin
$2.11M -$2.3M -45,490 -52%
TCWM
241
Total Clarity Wealth Management
Illinois
$2.04M +$455K +9,011 +29%
DWM
242
Destination Wealth Management
California
$2.04M +$45.9K +909 +2%
MA
243
MKT Advisors
California
$2.02M -$1.32M -26,173 -40%
CAG
244
Csenge Advisory Group
Florida
$1.98M -$152K -3,011 -7%
GWM
245
GSB Wealth Management
Connecticut
$1.97M -$195K -3,869 -9%
CWM
246
Certus Wealth Management
California
$1.95M -$1.72K -34 -0.1%
BFO
247
Boston Family Office
Massachusetts
$1.94M -$811K -16,080 -29%
SWP
248
Stratos Wealth Partners
Ohio
$1.93M +$333K +6,602 +21%
KWM
249
Kingsview Wealth Management
Oregon
$1.89M -$76K -1,505 -4%
CC
250
Copperleaf Capital
North Carolina
$1.83M -$56.2K -1,113 -3%
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