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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
7.26%
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 %
CFD
326
Creative Financial Designs
Indiana
$568K +$568K +11,199 New
IAN
327
Integrated Advisors Network
Texas
$564K +$27.8K +548 +5%
SAM
328
Secure Asset Management
Michigan
$547K -$34.7K -684 -6%
BAM
329
BTS Asset Management
Massachusetts
$544K +$15.4K +303 +3%
JIC
330
JRM Investment Counsel
Nebraska
$536K +$1.98K +39 +0.4%
SPAS
331
Spectrum Planning & Advisory Services
California
$534K +$534K +10,531 New
FHC
332
First Heartland Consultants
Missouri
$532K +$532K +10,476 New
WWP
333
WR Wealth Planners
Missouri
$531K +$531K +10,471 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$530K +$178K +3,503 +50%
CPG
335
Cornerstone Planning Group
New Jersey
$521K +$496K +9,784 +2,013%
OLVIG
336
Oliver Lagore Vanvalin Investment Group
Michigan
$519K +$519K +10,226 New
PFS
337
Prospera Financial Services
Texas
$515K -$3.34M -65,752 -87%
GSC
338
G&S Capital
Colorado
$506K -$20.7K -407 -4%
Vontobel Holding
339
Vontobel Holding
Switzerland
$505K -$22.3K -440 -4%
PWM
340
PBMares Wealth Management
Virginia
$496K +$32.2K +635 +7%
TF
341
Theory Financial
Colorado
$470K +$470K +9,272 New
LNC
342
Lincoln National Corp
Pennsylvania
$468K +$468K +9,223 New
SPWG
343
Syntegra Private Wealth Group
Missouri
$463K +$463K +9,123 New
BWP
344
Balboa Wealth Partners
Arizona
$461K -$8.73K -172 -2%
GSWM
345
Greenup Street Wealth Management
Michigan
$455K -$95.5K -1,883 -17%
ACA
346
Aptus Capital Advisors
Alabama
$451K +$128K +2,521 +40%
RB
347
Renasant Bank
Mississippi
$450K +$450K +8,859 New
ACP
348
Aveo Capital Partners
Colorado
$447K +$165K +3,257 +59%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$444K -$519K -10,220 -54%
JSL
350
JT Stratford LLC
Georgia
$443K +$443K +8,730 New
12 13
14
15 16