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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 %
MFG
301
Magnus Financial Group
New York
$1.19M +$252K +4,988 +27%
RW
302
Regimen Wealth
Georgia
$1.18M +$24.4K +483 +2%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$1.17M +$1.17M +23,106 New
TMWM
304
Taylor & Morgan Wealth Management
Michigan
$1.15M -$150K -2,968 -11%
WIA
305
World Investment Advisors
California
$1.15M -$597K -11,821 -34%
IP
306
Ignite Planners
California
$1.13M +$424K +8,398 +60%
AWM
307
AllSquare Wealth Management
New York
$1.12M – – –
PWP
308
Private Wealth Partners
California
$1.11M +$328K +6,500 +42%
VCP
309
Verus Capital Partners
Arizona
$1.08M +$848K +16,809 +370%
RIM
310
Redwood Investment Management
Arizona
$1.07M +$227K +4,491 +27%
GWP
311
Gateway Wealth Partners
Wisconsin
$1.07M +$93.5K +1,852 +10%
PPC
312
Park Place Capital
Alabama
$1.06M -$130K -2,567 -11%
SSWM
313
Sheets Smith Wealth Management
North Carolina
$1.05M -$252 -5 -0%
IA
314
IFP Advisors
Florida
$1.04M -$15.2M -300,239 -94%
AWM
315
Alterna Wealth Management
Texas
$1.04M -$106K -2,099 -9%
PCM
316
Prelude Capital Management
New York
$1.01M +$1.01M +20,000 New
RFS
317
Richardson Financial Services
Massachusetts
$979K +$979K +19,403 New
W
318
Wealthquest
Ohio
$967K -$37M -732,695 -97%
AWA
319
Arete Wealth Advisors
Illinois
$959K -$10.9K -216 -1%
SAI
320
Savvy Advisors Inc
New York
$946K +$946K +18,748 New
MWS
321
Maxwell Wealth Strategies
California
$936K +$936K +18,549 New
BWM
322
Baystate Wealth Management
Massachusetts
$931K +$714K +14,148 +329%
C1AG
323
Client 1st Advisory Group
Florida
$912K -$17.3K -343 -2%
PTC
324
Private Trust Company
Ohio
$911K -$109K -2,153 -11%
CA
325
Calton & Associates
Florida
$896K +$896K +17,760 New
11 12
13
14 15