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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
7.25%
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 %
SFG
301
Sovereign Financial Group
Connecticut
$800K +$800K +15,773 New
SPI
302
Sutton Place Investors
New York
$796K +$796K +15,693 New
PWP
303
Private Wealth Partners
California
$784K -$129K -2,550 -14%
WHCI
304
W.H. Cornerstone Investments
Massachusetts
$775K +$775K +15,267 New
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$769K +$769K +15,149 New
T
306
TRUADVICE
Florida
$761K -$170K -3,366 -18%
SWA
307
Strata Wealth Advisors
Texas
$746K +$746K +14,693 New
NL
308
NWAM LLC
Washington
$744K +$744K +14,669 New
TC
309
Trilogy Capital
California
$738K -$52.9K -1,043 -7%
AA
310
Ancora Advisors
Ohio
$733K +$733K +14,448 New
LA
311
LexAurum Advisors
Kansas
$713K +$713K +14,055 New
IP
312
Ignite Planners
California
$709K +$709K +14,008 New
HWA
313
HCR Wealth Advisors
California
$706K +$706K +13,905 New
KWA
314
KCS Wealth Advisory
California
$700K -$2.42M -47,613 -78%
WAL
315
W Advisors LLC
Tennessee
$695K +$695K +13,689 New
Northern Trust
316
Northern Trust
Illinois
$690K -$6.24K -123 -0.9%
KWM
317
Keebeck Wealth Management
Illinois
$669K +$669K +13,185 New
IA
318
IFG Advisory
Georgia
$651K +$651K +12,833 New
MIS
319
Morningstar Investment Services
Illinois
$635K +$635K +12,517 New
BIA
320
Bigelow Investment Advisors
Maine
$622K +$1.02K +20 +0.2%
WFC
321
Western Financial Corp
California
$618K +$618K +12,189 New
TAM
322
Titleist Asset Management
Texas
$605K -$16.4K -324 -3%
IGWM
323
ICA Group Wealth Management
Colorado
$590K +$508K +10,043 +618%
LIA
324
LifePlan Investment Advisors
North Carolina
$582K +$582K +11,471 New
ACM
325
Absolute Capital Management
Pennsylvania
$571K +$571K +11,254 New
11 12
13
14 15