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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 %
JAG
301
Journey Advisory Group
Kentucky
$351K – – –
AWM
302
Avior Wealth Management
Nebraska
$342K -$4.14K -82 -1%
FHA
303
Flagship Harbor Advisors
Massachusetts
$339K -$2.68K -53 -0.8%
CC
304
Copperleaf Capital
North Carolina
$337K -$560K -11,094 -62%
SWP
305
Strategic Wealth Partners
Ohio
$336K -$608K -12,031 -64%
IWS
306
Insight Wealth Strategies
California
$331K -$3.26M -64,628 -91%
PWM
307
PBMares Wealth Management
Virginia
$325K -$85.8K -1,700 -21%
EWA
308
EP Wealth Advisors
California
$325K +$135K +2,676 +71%
BPWM
309
Badgley Phelps Wealth Managers
Washington
$322K -$43K -852 -12%
CAG
310
Csenge Advisory Group
Florida
$322K -$3.38K -67 -1%
APW
311
Austin Private Wealth
Texas
$313K -$1.57K -31 -0.5%
C1AG
312
Client 1st Advisory Group
Florida
$311K -$472K -9,358 -60%
AP
313
Aspect Partners
Virginia
$302K – – –
WFA
314
WMG Financial Advisors
Tennessee
$300K +$48.5K +961 +19%
PAS
315
PKS Advisory Services
New York
$297K +$297K +5,889 New
SF
316
Safeguard Financial
Wisconsin
$295K +$4.54K +90 +2%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$294K +$294K +5,823 New
SCA
318
Snowden Capital Advisors
New York
$294K -$25.5K -506 -8%
RFN
319
Redwood Financial Network
Ohio
$281K +$281K +5,571 New
NL
320
Navalign LLC
California
$280K – – –
EFG
321
Embree Financial Group
Illinois
$279K +$10.9K +215 +4%
CWP
322
Core Wealth Partners
California
$275K -$116K -2,305 -30%
FPAS
323
Focus Partners Advisor Solutions
Missouri
$265K +$265K +5,243 New
WIA
324
World Investment Advisors
California
$248K -$35.8K -709 -13%
MMHP
325
Murphy Middleton Hinkle & Parker
Georgia
$247K +$247K +4,896 New
11 12
13
14 15