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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 %
BCMLT
376
Beacon Capital Management LLC (Tennessee)
Tennessee
$322K – – –
KFG
377
Kingdom Financial Group
Arizona
$322K +$322K +6,337 New
WEG
378
World Equity Group
Illinois
$321K +$321K +6,414 New
PIA
379
Perennial Investment Advisors
California
$314K +$314K +6,196 New
ANBT
380
American National Bank & Trust
Texas
$313K +$313K +6,159 New
RFA
381
Resurgent Financial Advisors
Georgia
$312K +$312K +6,155 New
NW
382
NewEdge Wealth
Pennsylvania
$312K +$312K +6,154 New
TA
383
TrueWealth Advisors
Alabama
$306K +$306K +6,028 New
DWM
384
Drive Wealth Management
Utah
$304K +$304K +6,000 New
DWMG
385
DB Wealth Management Group
California
$297K -$31.6K -622 -10%
Fisher Asset Management
386
Fisher Asset Management
Washington
$296K +$296K +5,835 New
TCM
387
Telos Capital Management
California
$296K +$296K +5,833 New
Ameriprise
388
Ameriprise
Minnesota
$294K +$294K +5,794 New
AFG
389
Atomi Financial Group
New York
$292K +$292K +5,754 New
WDC
390
Woodward Diversified Capital
California
$289K +$289K +5,702 New
FLPIM
391
F.L. Putnam Investment Management
Massachusetts
$289K -$152K -3,000 -34%
WIC
392
Woodmont Investment Counsel
Tennessee
$287K -$127K -2,499 -31%
PCA
393
Pallas Capital Advisors
Massachusetts
$287K +$287K +5,647 New
BFEC
394
Benjamin F. Edwards & Company
Missouri
$283K +$283K +5,577 New
YWM
395
Yoder Wealth Management
California
$274K +$274K +5,400 New
BWP
396
BSW Wealth Partners
Colorado
$262K -$11.1K -218 -4%
SWP
397
ShoreHaven Wealth Partners
New Jersey
$258K +$258K +5,088 New
Bessemer Group
398
Bessemer Group
New Jersey
$254K +$254K +5,000 New
BCM
399
Beck Capital Management
Texas
$252K +$252K +4,961 New
EL
400
EQ LLC
Washington
$248K +$248K +4,880 New
14 15
16
17 18