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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
376
Hemington Wealth Management
Virginia
$2K +$2K +47 New
RIL
377
Rothschild Investment LLC
Illinois
$1.52K – – –
VWM
378
Venturi Wealth Management
Texas
$1.27K – – –
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$708 +$708 +14 New
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$656 – – –
OLVIG
381
Oliver Lagore Vanvalin Investment Group
Michigan
$59 -$1.65K -28 -97%
OSNBOA
382
Old Second National Bank of Aurora
Illinois
$51 +$51 +1 New
CFG
383
Copley Financial Group
California
$51 +$51 +1 New
SHIM
384
Stone House Investment Management
Pennsylvania
$5 -$23.5K -464 Closed
SFA
385
Semmax Financial Advisors
North Carolina
$4 -$2.93K -58 Closed
RCS
386
Retirement Capital Strategies
California
– -$16.9M -334,457 Closed
WWM
387
WJ Wealth Management
Arizona
– -$13.5M -265,800 Closed
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
– -$7.33M -145,540 Closed
SW
389
SVB Wealth
Massachusetts
– -$4.85M -95,663 Closed
FTS
390
Fifth Third Securities
Ohio
– -$4.31M -85,167 Closed
F4L
391
Fortune 45 LLC
Louisiana
– -$3.13M -61,800 Closed
FFWA
392
Forthright Family Wealth Advisory
Texas
– -$2.43M -47,926 Closed
HF
393
HRT Financial
New York
– -$2.18M -43,077 Closed
HH
394
Hilltop Holdings
Texas
– -$1.9M -37,455 Closed
HSG
395
Helen Stephens Group
Texas
– -$1.8M -35,610 Closed
KIM
396
Kestra Investment Management
Texas
– -$1.13M -22,341 Closed
SFS
397
Sowell Financial Services
Arkansas
– -$935K -18,449 Closed
TWM
398
TSA Wealth Management
Texas
– -$854K -16,854 Closed
SRSA
399
S.R. Schill & Associates
Washington
– -$742K -14,651 Closed
RPGK
400
Retirement Planning Group (Kansas)
Kansas
– -$741K -14,632 Closed
14 15
16
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