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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 %
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M +$947K +18,655 +163%
CF
252
Clarity Financial
Texas
$1.5M -$3.48M -68,620 -70%
MWM
253
Maripau Wealth Management
Indiana
$1.49M +$1.49M +29,430 New
MYIA
254
Mount Yale Investment Advisors
Colorado
$1.43M +$1.43M +28,218 New
PA
255
PFG Advisors
Arizona
$1.42M +$990K +19,518 +229%
SWP
256
Strategic Wealth Partners
Ohio
$1.41M +$700K +13,796 +99%
BAM
257
Belpointe Asset Management
Nevada
$1.39M +$45.3K +892 +3%
CPCM
258
Cardinal Point Capital Management
Ontario, Canada
$1.34M +$102K +2,015 +8%
AF
259
Advisornet Financial
Minnesota
$1.33M +$1.33M +26,145 New
CF
260
Centaurus Financial
California
$1.33M +$599K +11,819 +83%
CW
261
CreativeOne Wealth
Kansas
$1.32M +$638K +12,576 +94%
VWM
262
Venturi Wealth Management
Texas
$1.32M +$1.32M +25,961 New
TMWM
263
Taylor & Morgan Wealth Management
Michigan
$1.31M +$230K +4,529 +21%
PFO
264
Pathstone Family Office
New Jersey
$1.29M +$36.5K +720 +3%
AWA
265
Arkadios Wealth Advisors
Georgia
$1.28M +$592K +11,676 +86%
GC
266
Guidance Capital
Kentucky
$1.27M -$429K -8,487 -25%
SEIA
267
Signature Estate & Investment Advisors
California
$1.26M -$280K -5,522 -18%
MSAM
268
Moloney Securities Asset Management
Missouri
$1.26M -$697K -13,736 -36%
CFG
269
Cooper Financial Group
California
$1.22M +$1.22M +23,957 New
RJT
270
Raymond James Trust
Florida
$1.2M -$636K -12,527 -35%
PPC
271
Park Place Capital
Alabama
$1.2M +$1.2M +23,595 New
Millennium Management
272
Millennium Management
New York
$1.19M +$420K +8,285 +55%
RW
273
Regimen Wealth
Georgia
$1.16M +$1.16M +22,838 New
AWM
274
Alterna Wealth Management
Texas
$1.15M +$1.15M +22,609 New
AWM
275
AllSquare Wealth Management
New York
$1.12M +$50.7K +1,000 +5%
9 10
11
12 13