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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 %
PFP
351
Pinnacle Financial Partners
Tennessee
$443K -$32.3K -636 -7%
APC
352
Aspire Private Capital
North Carolina
$436K +$436K +8,601 New
CAM
353
Concorde Asset Management
Michigan
$423K +$423K +8,421 New
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$409K +$197K +3,889 +93%
BFA
355
Beacon Financial Advisory
Ohio
$406K +$406K +8,001 New
RF
356
RHS Financial
California
$404K +$404K +7,961 New
TI
357
Truepoint Inc
Ohio
$396K – – –
IF
358
Insight Folios
North Carolina
$388K -$4.31K -85 -1%
VC
359
Veracity Capital
Georgia
$383K +$383K +7,548 New
JFG
360
Jefferies Financial Group
New York
$381K +$381K +7,500 New
MWM
361
Meridian Wealth Management
Kentucky
$374K +$120K +2,366 +47%
KWA
362
Kingswood Wealth Advisors
California
$374K +$374K +7,369 New
BAM
363
BOS Asset Management
Illinois
$363K +$363K +7,152 New
SRWM
364
Shira Ridge Wealth Management
California
$354K +$354K +6,968 New
SS
365
Sunbelt Securities
Texas
$352K +$352K +6,947 New
BHPW
366
Beverly Hills Private Wealth
California
$348K -$298K -5,881 -46%
D
367
Dentgroup
Louisiana
$347K +$347K +6,840 New
VA
368
Valmark Advisers
Ohio
$340K – – –
NL
369
Navalign LLC
California
$335K +$335K +6,599 New
EWA
370
EverSource Wealth Advisors
Alabama
$328K +$328K +6,469 New
PWG
371
Portside Wealth Group
Utah
$325K +$99K +1,966 +44%
PFA
372
Pinnacle Family Advisors
Missouri
$324K +$324K +6,384 New
GWANC
373
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K – – –
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$323K -$19.9K -392 -6%
FCA
375
FinTrust Capital Advisors
South Carolina
$322K +$322K +6,349 New
13 14
15
16 17