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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 %
BWA
326
BCU Wealth Advisors
Illinois
$896K +$896K +17,745 New
LA
327
Lane & Associates
New Jersey
$889K +$81.6K +1,616 +10%
CWA
328
Clearview Wealth Advisors
Oregon
$886K +$49.8K +986 +6%
SFG
329
Sovereign Financial Group
Connecticut
$858K +$61.5K +1,219 +8%
ACA
330
Aptus Capital Advisors
Alabama
$855K +$406K +8,048 +90%
GWANC
331
Guardian Wealth Advisors (North Carolina)
North Carolina
$855K +$533K +10,569 +166%
BEC
332
Blue Edge Capital
Virginia
$855K -$1.31M -25,861 -60%
DWG
333
Darden Wealth Group
Michigan
$844K +$844K +16,721 New
CCFM
334
Clear Creek Financial Management
Washington
$840K +$606K +11,998 +259%
CAL
335
Capital Analysts LLC
Pennsylvania
$814K -$21.4K -425 -3%
TPWA
336
Twin Peaks Wealth Advisors
California
$802K +$802K +15,897 New
CWP
337
Core Wealth Partners
California
$802K -$215K -4,255 -21%
PAWA
338
Palo Alto Wealth Advisors
California
$784K +$784K +15,525 New
IFWM
339
Institute for Wealth Management
Colorado
$782K +$578K +11,446 +283%
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$773K -$745K -14,771 -49%
IWM
341
IHT Wealth Management
Illinois
$772K -$30.6K -607 -4%
SPI
342
Sutton Place Investors
New York
$759K -$33.1K -656 -4%
AA
343
Ancora Advisors
Ohio
$757K +$27.4K +542 +4%
MA
344
MONECO Advisors
Connecticut
$755K +$755K +14,953 New
PO
345
Private Ocean
California
$754K +$732K +14,512 +3,336%
PWM
346
PBMares Wealth Management
Virginia
$741K +$247K +4,897 +50%
BAM
347
BTS Asset Management
Massachusetts
$735K +$194K +3,840 +36%
HIM
348
Hanlon Investment Management
New Jersey
$725K -$188K -3,731 -21%
LA
349
LexAurum Advisors
Kansas
$712K +$2.47K +49 +0.3%
TI
350
Trexquant Investment
Connecticut
$705K +$705K +13,968 New
12 13
14
15 16