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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 %
QWP
251
Quotient Wealth Partners
Texas
$887K -$1.67M -32,918 -65%
BEC
252
Blue Edge Capital
Virginia
$866K +$7.1K +140 +0.8%
SWP
253
Strategic Wealth Partners
Ohio
$860K -$776K -15,305 -47%
IA
254
IFP Advisors
Florida
$856K -$192K -3,790 -18%
RIM
255
Redwood Investment Management
Arizona
$855K -$223K -4,408 -21%
DAM
256
Derbend Asset Management
Georgia
$844K -$830K -16,381 -50%
PIA
257
Panoramic Investment Advisors
Colorado
$830K -$978K -19,302 -54%
CIAS
258
CFS Investment Advisory Services
New Jersey
$826K -$11.3M -222,941 -93%
AA
259
Ancora Advisors
Ohio
$826K +$65.9K +1,301 +9%
BAM
260
BTS Asset Management
Massachusetts
$804K +$65.8K +1,299 +9%
TMWM
261
Taylor & Morgan Wealth Management
Michigan
$780K -$380K -7,493 -33%
Prudential Financial
262
Prudential Financial
New Jersey
$767K -$9.22M -181,972 -92%
PFS
263
Prospera Financial Services
Texas
$762K +$263K +5,188 +53%
CWP
264
Core Wealth Partners
California
$754K -$50.7K -1,000 -6%
PO
265
Private Ocean
California
$751K -$6.24K -123 -0.8%
MA
266
MONECO Advisors
Connecticut
$743K -$15.3K -301 -2%
ACA
267
Aptus Capital Advisors
Alabama
$714K -$145K -2,868 -17%
HWMA
268
Heritage Wealth Management (Arizona)
Arizona
$707K +$20.6K +407 +3%
AWM
269
Alterna Wealth Management
Texas
$684K -$355K -7,010 -34%
HIP
270
HUB Investment Partners
Texas
$684K +$684K +13,496 New
SPIA
271
Steward Partners Investment Advisory
New York
$682K -$4.3M -84,830 -86%
T
272
Tidemark
California
$645K – – –
SVWG
273
Shared Vision Wealth Group
United States
$643K -$2.27M -44,856 -78%
CCA
274
Cravens & Co Advisors
Tennessee
$640K -$1.88K -37 -0.3%
PG
275
Prostatis Group
Maryland
$639K +$210K +4,149 +49%
9 10
11
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