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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 %
OCPWS
351
One Charles Private Wealth Services
Massachusetts
$694K -$212K -4,191 -23%
IA
352
IFG Advisory
Georgia
$686K +$38.7K +767 +6%
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$684K +$684K +13,547 New
LIA
354
LifePlan Investment Advisors
North Carolina
$671K +$92.1K +1,825 +16%
CAM
355
Concorde Asset Management
Michigan
$667K +$242K +4,793 +57%
WWA
356
WCG Wealth Advisors
Nevada
$660K +$660K +13,068 New
PAG
357
Private Advisory Group
Washington
$657K -$1.15M -22,763 -64%
CFG
358
Cooper Financial Group
California
$650K -$559K -11,086 -46%
SWA
359
Strata Wealth Advisors
Texas
$643K -$98.2K -1,946 -13%
T
360
Tidemark
California
$642K +$642K +12,728 New
CCA
361
Cravens & Co Advisors
Tennessee
$639K -$157K -3,115 -20%
AWM
362
Able Wealth Management
New Jersey
$628K +$628K +12,441 New
WFC
363
Western Financial Corp
California
$617K +$1.67K +33 +0.3%
BIA
364
Bigelow Investment Advisors
Maine
$607K -$11.1K -219 -2%
Northern Trust
365
Northern Trust
Illinois
$602K -$83.8K -1,660 -12%
OP
366
ORG Partners
Indiana
$602K +$587K +11,639 +3,972%
CCWM
367
Correct Capital Wealth Management
Missouri
$599K +$599K +11,873 New
BIG
368
Bush Investment Group
Georgia
$593K +$593K +11,739 New
KWM
369
Keebeck Wealth Management
Illinois
$590K -$75.5K -1,496 -11%
SPAS
370
Spectrum Planning & Advisory Services
California
$586K +$54.1K +1,071 +10%
SWP
371
Significant Wealth Partners
Illinois
$577K +$577K +11,426 New
ACM
372
Absolute Capital Management
Pennsylvania
$575K +$6.92K +137 +1%
SPWG
373
Syntegra Private Wealth Group
Missouri
$575K +$114K +2,268 +25%
BAM
374
BOS Asset Management
Illinois
$575K +$214K +4,238 +59%
JAG
375
Journey Advisory Group
Kentucky
$561K -$13.5M -267,911 -96%
13 14
15
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