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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 %
HWA
251
HCR Wealth Advisors
California
$1.81M +$1.1M +21,885 +157%
PIA
252
Panoramic Investment Advisors
Colorado
$1.8M -$100K -1,986 -5%
HSG
253
Helen Stephens Group
Texas
$1.79M -$512K -10,147 -22%
MFA
254
Mayflower Financial Advisors
Massachusetts
$1.78M -$465K -9,211 -21%
MSWMA
255
Market Street Wealth Management Advisors
Indiana
$1.76M -$21M -416,977 -92%
FHA
256
First Horizon Advisors
Tennessee
$1.76M +$95.4K +1,890 +6%
KLC
257
Knowledge Leaders Capital
Colorado
$1.75M -$3.42M -67,726 -66%
CW
258
CreativeOne Wealth
Kansas
$1.74M +$428K +8,477 +33%
HPM
259
Hoxton Planning & Management
West Virginia
$1.73M -$574K -11,365 -25%
MCI
260
MRP Capital Investments
Georgia
$1.68M +$1.68M +33,225 New
SCA
261
Snowden Capital Advisors
New York
$1.67M +$563K +11,150 +51%
DAM
262
Derbend Asset Management
Georgia
$1.67M +$630K +12,485 +61%
AF
263
Advisornet Financial
Minnesota
$1.66M +$340K +6,736 +26%
TW
264
TrinityPoint Wealth
Connecticut
$1.66M -$59.1K -1,171 -3%
RJT
265
Raymond James Trust
Florida
$1.65M +$456K +9,037 +38%
SWP
266
Strategic Wealth Partners
Ohio
$1.63M +$228K +4,518 +16%
TA
267
Tactive Advisors
Florida
$1.61M -$311K -6,164 -16%
AWE
268
Avidian Wealth Enterprises
Texas
$1.59M -$231K -4,571 -13%
TWA
269
TCI Wealth Advisors
Arizona
$1.57M -$18.4K -365 -1%
SL
270
SWMG LLC
Texas
$1.55M -$140K -2,766 -8%
FWP
271
Firethorn Wealth Partners
Georgia
$1.55M -$92.2K -1,827 -6%
RSWM
272
Robertson Stephens Wealth Management
California
$1.54M -$3.58M -70,901 -70%
TPWA
273
TRUE Private Wealth Advisors
Oregon
$1.53M -$187K -3,715 -11%
SCM
274
Steele Capital Management
Iowa
$1.52M +$1.52M +30,096 New
CPCM
275
Cardinal Point Capital Management
Ontario, Canada
$1.51M +$179K +3,540 +13%
9 10
11
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