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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
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
276
Hamel Associates
New Jersey
$1.5M +$1.5M +29,800 New
SAW
277
Signal Advisors Wealth
Michigan
$1.5M +$1.5M +29,680 New
MWM
278
Mosley Wealth Management
California
$1.47M +$1.47M +29,039 New
CF
279
Clarity Financial
Texas
$1.46M -$28.8K -571 -2%
MW
280
Maia Wealth
Colorado
$1.45M +$1.45M +28,633 New
RFP
281
RCS Financial Planning
Maryland
$1.44M +$357K +7,066 +33%
CF
282
Centaurus Financial
California
$1.43M +$114K +2,260 +9%
MWM
283
Maripau Wealth Management
Indiana
$1.42M -$63.7K -1,263 -4%
OWMIAS
284
One Wealth Management Investment & Advisory Services
Florida
$1.41M +$1.41M +27,974 New
MYIA
285
Mount Yale Investment Advisors
Colorado
$1.39M -$32.6K -646 -2%
MWA
286
MN Wealth Advisors
Kansas
$1.39M +$1.39M +27,468 New
KIM
287
Karpus Investment Management
New York
$1.37M +$1.37M +27,150 New
AI
288
AXS Investments
New York
$1.36M -$2.27M -45,000 -63%
GWM
289
Geneos Wealth Management
Colorado
$1.35M -$452K -8,965 -25%
WP
290
WealthPLAN Partners
Nebraska
$1.35M +$301K +5,959 +29%
GC
291
Guidance Capital
Kentucky
$1.34M +$74.5K +1,476 +6%
TAM
292
Titleist Asset Management
Texas
$1.31M +$704K +13,952 +117%
NP
293
Nilsine Partners
Colorado
$1.3M +$1.3M +25,736 New
KV
294
Kickstand Ventures
New York
$1.29M -$4.87M -96,539 -79%
CFD
295
Creative Financial Designs
Indiana
$1.28M +$719K +14,252 +127%
LNC
296
Lincoln National Corp
Pennsylvania
$1.25M +$786K +15,580 +169%
AWA
297
Arkadios Wealth Advisors
Georgia
$1.24M -$30.8K -610 -2%
CIA
298
Concurrent Investment Advisors
Florida
$1.22M +$1.22M +24,236 New
SWP
299
ShoreHaven Wealth Partners
New Jersey
$1.22M +$963K +19,078 +375%
VWM
300
Venturi Wealth Management
Texas
$1.2M -$107K -2,114 -8%
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