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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
AssetMark Inc
California
$71.2M
3
HTC
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.8M
5
HA
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Clarity Financial
Texas
$1.23M -$243K -4,791 -17%
RJT
227
Raymond James Trust
Florida
$1.21M -$446K -8,805 -27%
IDA
228
Intelligence Driven Advisers
California
$1.21M +$1.21M +23,824 New
RW
229
Regimen Wealth
Georgia
$1.19M +$8.87K +175 +0.8%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$1.18M +$10.1K +200 +0.9%
AF
231
Advisornet Financial
Minnesota
$1.15M -$513K -10,115 -31%
KV
232
Kickstand Ventures
New York
$1.14M -$158K -3,109 -12%
AR
233
Apeiron RIA
Texas
$1.11M -$1.99M -39,328 -64%
MCM
234
MV Capital Management
Maryland
$1.1M -$12.6M -248,791 -92%
CFD
235
Creative Financial Designs
Indiana
$1.06M -$229K -4,525 -18%
IWC
236
Integrated Wealth Concepts
Massachusetts
$1.06M -$5.45M -107,605 -84%
SSWM
237
Sheets Smith Wealth Management
North Carolina
$1.03M -$28.8K -568 -3%
C1AG
238
Client 1st Advisory Group
Florida
$1.01M +$96.5K +1,903 +11%
JWCA
239
J.W. Cole Advisors
Florida
$1.01M +$1.01M +19,940 New
DWG
240
Darden Wealth Group
Michigan
$1.01M +$160K +3,147 +19%
AWM
241
Able Wealth Management
New Jersey
$975K +$345K +6,803 +55%
AWM
242
AllSquare Wealth Management
New York
$974K -$150K -2,950 -13%
AFG
243
AFS Financial Group
Maryland
$973K +$973K +19,199 New
CF
244
Centaurus Financial
California
$970K -$470K -9,267 -33%
TWM
245
TSA Wealth Management
Texas
$966K -$6.15M -121,409 -86%
SFG
246
Sovereign Financial Group
Connecticut
$960K +$98.6K +1,946 +11%
Northern Trust
247
Northern Trust
Illinois
$940K +$335K +6,611 +55%
TA
248
Tactive Advisors
Florida
$918K -$699K -13,793 -43%
IA
249
IFG Advisory
Georgia
$905K +$215K +4,246 +31%
MSWMA
250
Market Street Wealth Management Advisors
Indiana
$894K -$877K -17,300 -50%
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