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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$131M
2
SFG
Steward Financial Group
Texas
$106M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$432M
2
WA
WestEnd Advisors
North Carolina
$56.4M
3
II
Inspire Investing
Idaho
$0
4
CF
Clarity Financial
Texas
$1.46M
5
MCM
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
Inspire Advisors
Idaho
– -$19.5M -387,328 Closed
TWA
252
Tillar-Wenstrup Advisors
Ohio
– -$12.9M -256,808 Closed
CCA
253
Cravens & Co Advisors
Tennessee
– -$6.77M -134,237 Closed
SWM
254
Scissortail Wealth Management
Oklahoma
– -$5.99M -118,743 Closed
SFS
255
Sowell Financial Services
Arkansas
– -$2.83M -56,143 Closed
BWCS
256
Beirne Wealth Consulting Services
Connecticut
– -$2M -39,659 Closed
TFA
257
Teamwork Financial Advisors
Texas
– -$1.9M -37,770 Closed
GDP
258
Great Diamond Partners
Maine
– -$1.25M -24,805 Closed
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
– -$825K -16,356 Closed
FEM
260
Fulcrum Equity Management
Texas
– -$766K -15,193 Closed
BTWM
261
Baker Tilly Wealth Management
Wisconsin
– -$645K -12,798 Closed
ACM
262
Absolute Capital Management
Pennsylvania
– -$458K -9,095 Closed
WI
263
Wintrust Investments
Illinois
– -$411K -8,158 Closed
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
– -$292K -5,802 Closed
S
265
SignatureFD
Georgia
– -$210K -4,161 Closed
PVH
266
Psagot Value Holdings
Israel
– -$200K -3,958 Closed
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
– -$76K -1,519 Closed
IGWM
268
ICA Group Wealth Management
Colorado
– -$66.1K -1,312 Closed
SC
269
Stephens Consulting
Michigan
– -$34.8K -691 Closed
VNA
270
Valley National Advisers
Pennsylvania
– -$25K -500 Closed
VF
271
VitalStone Financial
Texas
– -$9K -173 Closed
DWP
272
Destiny Wealth Partners
Florida
– -$7.36K -146 Closed
LS
273
Leelyn Smith
Illinois
– -$6.5K -129 Closed
OSAM
274
O'Shaughnessy Asset Management
Connecticut
– -$3.13K -62 Closed
CASC
275
Coppell Advisory Solutions Corp
Texas
– -$2.17K -43 Closed
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