TFLO icon

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 %
EGA
376
Eagle Global Advisors
Texas
$546K +$546K +10,817 New
TF
377
Theory Financial
Colorado
$541K +$73K +1,447 +16%
QPWM
378
Quadrant Private Wealth Management
Pennsylvania
$534K +$534K +10,576 New
WWP
379
WR Wealth Planners
Missouri
$533K +$4.14K +82 +0.8%
YWM
380
Yoder Wealth Management
California
$532K +$260K +5,150 +95%
Citigroup
381
Citigroup
New York
$530K +$385K +7,625 +266%
FHC
382
First Heartland Consultants
Missouri
$517K -$12.1K -240 -2%
BAM
383
Belpointe Asset Management
Nevada
$513K -$871K -17,257 -63%
WHCI
384
W.H. Cornerstone Investments
Massachusetts
$511K -$259K -5,134 -34%
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$511K +$190K +3,765 +59%
Vontobel Holding
386
Vontobel Holding
Switzerland
$502K – – –
PFS
387
Prospera Financial Services
Texas
$497K -$15.4K -306 -3%
RWM
388
Ritholtz Wealth Management
New York
$490K +$490K +9,712 New
CCM
389
Coldstream Capital Management
Washington
$486K +$486K +9,634 New
BHPW
390
Beverly Hills Private Wealth
California
$484K +$138K +2,733 +40%
NL
391
NWAM LLC
Washington
$476K -$264K -5,234 -36%
OMC
392
Old Mission Capital
Illinois
$473K +$473K +9,378 New
CWP
393
Cyndeo Wealth Partners
Florida
$473K +$473K +9,365 New
BTWM
394
Baker Tilly Wealth Management
Wisconsin
$471K +$64.4K +1,276 +16%
WAL
395
W Advisors LLC
Tennessee
$467K -$223K -4,428 -32%
CCG
396
Catalina Capital Group
California
$467K +$467K +9,253 New
AWM
397
Apollon Wealth Management
South Carolina
$454K +$454K +8,990 New
TJHA
398
Thomas J. Herzfeld Advisors
Florida
$451K -$2.04M -40,334 -82%
VWM
399
VCI Wealth Management
Missouri
$450K +$450K +8,919 New
BWP
400
Balboa Wealth Partners
Arizona
$447K -$11.5K -228 -3%
14 15
16
17 18