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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 %
SCA
276
Snowden Capital Advisors
New York
$1.11M +$1.11M +21,910 New
RFP
277
RCS Financial Planning
Maryland
$1.09M +$1.09M +21,387 New
SSWM
278
Sheets Smith Wealth Management
North Carolina
$1.06M +$1.06M +20,854 New
WP
279
WealthPLAN Partners
Nebraska
$1.05M +$1.02M +20,129 +3,435%
DAM
280
Derbend Asset Management
Georgia
$1.04M +$1.04M +20,555 New
PTC
281
Private Trust Company
Ohio
$1.02M +$442K +8,703 +76%
CWP
282
Core Wealth Partners
California
$1.02M -$888K -17,507 -47%
GWP
283
Gateway Wealth Partners
Wisconsin
$982K +$982K +19,345 New
AWA
284
Arete Wealth Advisors
Illinois
$975K +$975K +19,218 New
KNW
285
Kesler Norman & Wride
Utah
$942K +$942K +18,556 New
SAMC
286
Spectrum Asset Management (California)
California
$941K +$941K +18,542 New
MFG
287
Magnus Financial Group
New York
$940K +$220K +4,330 +31%
C1AG
288
Client 1st Advisory Group
Florida
$934K +$934K +18,406 New
WC
289
Waterloo Capital
Texas
$929K -$263K -5,183 -22%
HIM
290
Hanlon Investment Management
New Jersey
$919K +$919K +18,104 New
SA
291
Scarborough Advisors
Maryland
$917K +$917K +18,068 New
KPWS
292
Kestra Private Wealth Services
Texas
$913K -$88.6K -1,746 -9%
OCPWS
293
One Charles Private Wealth Services
Massachusetts
$911K +$17.1K +337 +2%
SPC
294
Sigma Planning Corp
Michigan
$869K +$869K +17,124 New
RIM
295
Redwood Investment Management
Arizona
$852K +$852K +16,791 New
CWA
296
Clearview Wealth Advisors
Oregon
$841K +$841K +16,571 New
CAL
297
Capital Analysts LLC
Pennsylvania
$840K +$786K +15,500 +1,468%
LA
298
Lane & Associates
New Jersey
$812K +$812K +15,994 New
IWM
299
IHT Wealth Management
Illinois
$807K +$321K +6,323 +66%
CCA
300
Cravens & Co Advisors
Tennessee
$801K -$399K -7,861 -33%
10 11
12
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