TFLO icon

iShares Treasury Floating Rate Bond ETF

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
251
GTS Securities
New York
$520K -$4.71M -93,135 -90%
AWA
252
Aquire Wealth Advisors
Utah
$520K -$4.49M -88,791 -90%
TMWM
253
Taylor & Morgan Wealth Management
Michigan
$518K -$215K -4,240 -29%
AIA
254
Accelerate Investment Advisors
California
$517K +$517K +10,223 New
ACA
255
Aptus Capital Advisors
Alabama
$516K -$66.4K -1,312 -11%
S4W
256
Solutions 4 Wealth
Texas
$514K +$514K +10,159 New
BAM
257
Belpointe Asset Management
Nevada
$514K -$3.75K -74 -0.7%
GWANC
258
Guardian Wealth Advisors (North Carolina)
North Carolina
$508K +$2.28K +45 +0.5%
MCM
259
MV Capital Management
Maryland
$506K -$224K -4,421 -31%
BAM
260
BTS Asset Management
Massachusetts
$495K -$271K -5,365 -35%
PA
261
Probity Advisors
Texas
$493K +$493K +9,750 New
DWM
262
Dakota Wealth Management
Florida
$488K +$101K +2,000 +26%
SRWM
263
Shira Ridge Wealth Management
California
$487K -$220K -4,354 -31%
VA
264
Valmark Advisers
Ohio
$478K +$1.57K +31 +0.3%
SWM
265
Spire Wealth Management
Virginia
$473K -$30.8K -609 -6%
PAG
266
Private Advisory Group
Washington
$466K -$335K -6,614 -42%
MG
267
Mather Group
Illinois
$457K -$1.42M -27,970 -76%
NL
268
NWAM LLC
Washington
$453K +$453K +8,952 New
BWP
269
Balboa Wealth Partners
Arizona
$448K
PFP
270
Pinnacle Financial Partners
Tennessee
$445K -$455 -9 -0.1%
RF
271
RHS Financial
California
$433K +$433K +8,549 New
GA
272
GSG Advisors
New Jersey
$413K +$413K +8,184 New
PWM
273
PBMares Wealth Management
Virginia
$412K +$25.3K +500 +7%
JFG
274
Jefferies Financial Group
New York
$401K +$5.26K +104 +1%
IFWM
275
Institute for Wealth Management
Colorado
$399K +$32.7K +646 +9%