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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 %
SA
326
Skyline Advisors
Washington
$245K +$245K +4,854 New
QWP
327
Quotient Wealth Partners
Texas
$236K -$2.68K -53 -1%
XT
328
XTX Topco
Cayman Islands
$232K +$232K +4,591 New
Northern Trust
329
Northern Trust
Illinois
$231K +$231K +4,582 New
PJSIMP
330
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K -$606 -12 -0.3%
PI
331
PFG Investments
New York
$223K -$1.41K -28 -0.6%
Brown Advisory
332
Brown Advisory
Maryland
$220K -$152K -3,007 -41%
IAN
333
Integrated Advisors Network
Texas
$220K -$166K -3,289 -43%
HNB
334
Huntington National Bank
Ohio
$218K -$304K – –
KDA
335
Kraft Davis & Associates
Missouri
$216K -$181K -3,582 -46%
CSP
336
Cary Street Partners
Virginia
$215K +$215K +4,257 New
SC
337
Searle & Co
Connecticut
$212K – – –
MAM
338
Mainsail Asset Management
Alabama
$208K +$208K +4,116 New
FHA
339
First Horizon Advisors
Tennessee
$205K -$105K -2,089 -34%
LA
340
Lifeworks Advisors
Michigan
$203K -$24.6K -488 -11%
ICMM
341
Integrated Capital Management (Michigan)
Michigan
$202K -$303 -6 -0.1%
JIC
342
JRM Investment Counsel
Nebraska
$200K -$28.6K -567 -13%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$195K -$3.64K -72 -2%
AA
344
Ancora Advisors
Ohio
$179K -$14.3K -284 -7%
IRC
345
Investors Research Corp
Georgia
$162K +$2.88K +57 +2%
WTC
346
WhitTier Trust Company
Nevada
$158K -$151K -3,000 -49%
MCM
347
MV Capital Management
Maryland
$135K -$369K -7,320 -73%
CFP
348
Comprehensive Financial Planning
Pennsylvania
$130K +$130K +2,573 New
TCPW
349
Twin City Private Wealth
North Carolina
$120K -$220K -4,367 -65%
CFG
350
Chapman Financial Group
Hawaii
$119K +$119K +2,365 New
12 13
14
15 16