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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Aquire Wealth Advisors
Utah
$471K -$48.5K -960 -9%
PFP
277
Pinnacle Financial Partners
Tennessee
$469K +$25.1K +498 +6%
SEIA
278
Signature Estate & Investment Advisors
California
$467K -$322K -6,372 -41%
CTI
279
Community Trust & Investment
Kentucky
$463K -$142K -2,806 -23%
KIM
280
Karpus Investment Management
New York
$454K -$5.2M -103,100 -92%
PWA
281
Physician Wealth Advisors
Utah
$451K -$85.3K -1,690 -16%
BWP
282
Balboa Wealth Partners
Arizona
$447K – – –
UAG
283
United Advisor Group
Ohio
$445K +$445K +8,822 New
PFS
284
Prospera Financial Services
Texas
$440K -$268K -5,319 -38%
PAG
285
Private Advisory Group
Washington
$439K -$25.8K -511 -6%
VAM
286
Verity Asset Management
North Carolina
$421K -$114K -2,259 -21%
HIP
287
HUB Investment Partners
Texas
$419K +$45.5K +902 +12%
GA
288
GSG Advisors
New Jersey
$415K +$1.77K +35 +0.4%
PA
289
Pinnacle Associates
New York
$414K +$414K +8,207 New
SSWM
290
Sheets Smith Wealth Management
North Carolina
$409K -$573K -11,345 -58%
S4W
291
Solutions 4 Wealth
Texas
$408K -$105K -2,084 -21%
IFWM
292
Institute for Wealth Management
Colorado
$403K +$4.74K +94 +1%
DADC
293
D.A. Davidson & Co
Montana
$399K +$106K +2,104 +36%
SVWG
294
Shared Vision Wealth Group
United States
$398K +$8.63K +171 +2%
WCM
295
Winebrenner Capital Management
Kentucky
$394K +$394K +7,811 New
MG
296
Mather Group
Illinois
$387K -$68.8K -1,364 -15%
LSIA
297
LaSalle St. Investment Advisors
Illinois
$374K +$374K +7,414 New
HI
298
Harbour Investments
Wisconsin
$372K -$20.4K -405 -5%
RF
299
RHS Financial
California
$358K -$73.9K -1,465 -17%
BlackRock
300
BlackRock
New York
$355K -$9.24K -183 -3%
10 11
12
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