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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
SPC Financial Inc
Maryland
$80.8M
2
PAG
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
Bank of America
North Carolina
$330M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
Oxbow Advisors
Texas
$14.9M
2
UBS Group
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$134M
4
AIA
Acute Investment Advisory
Arizona
$31.2M
5
PCA
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
351
Principal Securities
Iowa
$115K +$41.7K +826 +57%
TJHA
352
Thomas J. Herzfeld Advisors
Florida
$109K -$116K -2,301 -51%
NCM
353
Northwest Capital Management
Oregon
$107K – – –
FFA
354
Founders Financial Alliance
North Carolina
$107K +$50 +1 +0%
WP
355
WealthShield Partners
North Carolina
$89.1K -$4.9K -97 -5%
IWM
356
IMG Wealth Management
Florida
$88.6K +$88.6K +1,755 New
CPBTD
357
Central Pacific Bank - Trust Division
Hawaii
$86K -$1.58M -31,232 -95%
FF
358
Friedenthal Financial
New Jersey
$71K -$68.5K -1,358 -49%
GCM
359
Gables Capital Management
Florida
$66.8K – – –
TWC
360
TD Waterhouse Canada
Ontario, Canada
$61.8K – – –
CA
361
Crewe Advisors
Utah
$55.1K +$55.1K +1,091 New
US Bancorp
362
US Bancorp
Minnesota
$49.6K – – –
LIS
363
Legacy Investment Solutions
Idaho
$46.7K +$46.7K +923 New
LWMI
364
Legacy Wealth Management (Idaho)
Idaho
$46.7K +$46.7K +923 New
NB
365
NBT Bank
New York
$42K – – –
MCI
366
MRP Capital Investments
Georgia
$40.4K -$353K -7,000 -90%
AT
367
Arlington Trust
Alabama
$39K – – –
CMA
368
Cedar Mountain Advisors
Oregon
$28.4K +$28.4K +562 New
IA
369
IFP Advisors
Florida
$24.1K -$19.9K -393 -45%
CSC
370
Caldwell Sutter Capital
California
$23.1K – – –
CFD
371
Creative Financial Designs
Indiana
$18.4K -$57.6K -1,141 -76%
Bessemer Group
372
Bessemer Group
New Jersey
$17K +$13.6K +276 +394%
PSFG
373
Park Square Financial Group
Georgia
$16.3K +$16.3K +322 New
CA
374
Continuum Advisory
Idaho
$13K -$1.57K -31 -11%
S
375
SignatureFD
Georgia
$12.9K -$25.2K -500 -66%
13 14
15
16 17