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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
226
Vigilare Wealth Management
Arizona
$852K -$67.4K -1,336 -7%
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$848K +$10.1K +201 +1%
ARC
228
Advisor Resource Council
Texas
$837K +$837K +16,590 New
BEC
229
Blue Edge Capital
Virginia
$824K +$11K +217 +1%
GF
230
Gries Financial
Ohio
$802K -$165K -3,267 -17%
CA
231
Calton & Associates
Florida
$802K +$513K +10,168 +178%
IWM
232
IHT Wealth Management
Illinois
$795K +$135K +2,673 +20%
SWM
233
Spire Wealth Management
Virginia
$774K +$303K +6,003 +64%
MFG
234
Magnus Financial Group
New York
$774K -$1M -19,887 -56%
IDA
235
Intelligence Driven Advisers
California
$766K -$162K -3,210 -17%
IAA
236
Independent Advisor Alliance
North Carolina
$765K +$765K +15,163 New
SAM
237
Secure Asset Management
Michigan
$761K -$365K -7,235 -32%
Ameriprise
238
Ameriprise
Minnesota
$750K +$211K +4,177 +39%
RA
239
RFG Advisory
Alabama
$750K -$224K -4,434 -23%
DAS
240
Diversify Advisory Services
Utah
$730K -$87.8K -1,737 -11%
TWA
241
TCI Wealth Advisors
Arizona
$721K -$29.9K -592 -4%
SSWM
242
Strait & Sound Wealth Management
California
$720K -$76.7K -1,520 -10%
MCM
243
MAI Capital Management
Ohio
$712K +$712K +14,109 New
MA
244
MONECO Advisors
Connecticut
$711K +$99.9K +1,980 +16%
SPIA
245
Steward Partners Investment Advisory
New York
$704K -$169K -3,351 -19%
MFG
246
Merit Financial Group
Georgia
$693K +$19.8K +392 +3%
FIA
247
Foundations Investment Advisors
Arizona
$655K +$655K +12,988 New
Goldman Sachs
248
Goldman Sachs
New York
$650K -$5M -99,003 -88%
HFO
249
Heritage Family Offices
Arizona
$645K +$34.2K +678 +6%
AIA
250
Accelerate Investment Advisors
California
$639K +$123K +2,439 +24%
8 9
10
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