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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
7.25%
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 %
MAM
401
Milestone Asset Management
Pennsylvania
$237K -$138K -2,741 -37%
CCFM
402
Clear Creek Financial Management
Washington
$235K +$235K +4,638 New
VCP
403
Verus Capital Partners
Arizona
$231K +$231K +4,548 New
HPC
404
Hobart Private Capital
North Carolina
$227K +$227K +4,479 New
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$224K +$64.4K +1,269 +40%
LCGC
406
Legacy Capital Group California
California
$223K – – –
RFN
407
RDA Financial Network
Iowa
$223K +$223K +4,391 New
AWM
408
Aspire Wealth Management
Massachusetts
$221K +$221K +4,347 New
IRC
409
Investors Research Corp
Georgia
$219K +$15.1K +297 +7%
BWM
410
Baystate Wealth Management
Massachusetts
$218K +$218K +4,301 New
VF
411
VitalStone Financial
Texas
$214K +$214K +4,230 New
ARC
412
Advisor Resource Council
Texas
$214K +$2.49K +49 +1%
NRC
413
New Republic Capital
North Carolina
$212K +$212K +4,176 New
MHB
414
Midwest Heritage Bank
Iowa
$211K +$211K +4,167 New
BWM
415
BlackDiamond Wealth Management
New York
$210K -$409K -8,067 -66%
GIA
416
Gladstone Institutional Advisory
Florida
$209K +$209K +4,111 New
T
417
TCWP
Ohio
$208K +$208K +4,093 New
AFP
418
Ausdal Financial Partners
Iowa
$206K +$206K +4,054 New
IFWM
419
Institute for Wealth Management
Colorado
$205K +$205K +4,043 New
RCM
420
Raleigh Capital Management
North Carolina
$185K +$185K +3,643 New
CIA
421
Cape Investment Advisory
Georgia
$163K +$163K +3,203 New
PCM
422
Penserra Capital Management
California
$158K -$15.9K -315 -9%
Citigroup
423
Citigroup
New York
$146K +$83.6K +1,647 +135%
TWC
424
TD Waterhouse Canada
Ontario, Canada
$141K +$29.1K +524 +26%
GFPC
425
Global Financial Private Client
Florida
$120K +$120K +2,370 New
15 16
17
18 19