TFLO icon

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 %
NP
276
Nilsine Partners
Colorado
$622K -$682K -13,461 -52%
HI
277
Harbour Investments
Wisconsin
$618K -$1.5M -29,613 -71%
BIA
278
Bigelow Investment Advisors
Maine
$610K – – –
MAM
279
Mainsail Asset Management
Alabama
$608K +$320K +6,310 +111%
PTC
280
Private Trust Company
Ohio
$604K -$311K -6,129 -34%
JC
281
JB Capital
Connecticut
$597K -$26.1M -515,022 -98%
US Bancorp
282
US Bancorp
Minnesota
$585K -$17.4M -342,930 -97%
VWM
283
VCI Wealth Management
Missouri
$583K +$131K +2,592 +29%
AWM
284
Apollon Wealth Management
South Carolina
$580K +$125K +2,461 +27%
SRWM
285
Shira Ridge Wealth Management
California
$573K +$195K +3,839 +51%
RFG
286
Range Financial Group
Oregon
$567K +$247K +4,877 +77%
FWP
287
Firethorn Wealth Partners
Georgia
$557K -$1M -19,797 -64%
RWM
288
Ritholtz Wealth Management
New York
$543K +$50.3K +992 +10%
LA
289
LexAurum Advisors
Kansas
$536K -$179K -3,523 -25%
CAG
290
Csenge Advisory Group
Florida
$529K -$1.46M -28,842 -73%
LA
291
Lane & Associates
New Jersey
$522K -$371K -7,312 -42%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$521K +$189K +3,729 +57%
CA
293
Calton & Associates
Florida
$518K -$382K -7,538 -42%
GWANC
294
Guardian Wealth Advisors (North Carolina)
North Carolina
$517K -$342K -6,752 -40%
BAM
295
Belpointe Asset Management
Nevada
$514K -$1.62K -32 -0.3%
SW
296
SteelPeak Wealth
California
$512K -$7.97M -157,196 -94%
SPC
297
Sigma Planning Corp
Michigan
$503K +$117K +2,316 +30%
EGA
298
Eagle Global Advisors
Texas
$503K -$45.6K -900 -8%
RSWM
299
Robertson Stephens Wealth Management
California
$502K -$1.05M -20,666 -68%
BWA
300
BlueChip Wealth Advisors
Georgia
$496K +$75.1K +1,482 +18%
10 11
12
13 14