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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
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
United Capital Financial Advisors
Texas
$67.3M
4
SL
Summitry LLC
California
$30M
5
Renaissance Technologies
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$201M
2
SFI
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
Bank of America
North Carolina
$466M
4
LPL Financial
LPL Financial
California
$553M
5
Cerity Partners
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
401
TritonPoint Wealth
Maryland
$438K +$438K +8,677 New
FHA
402
Flagship Harbor Advisors
Massachusetts
$438K -$89.8K -1,779 -17%
APC
403
Aspire Private Capital
North Carolina
$435K +$505 +10 +0.1%
PFP
404
Pinnacle Financial Partners
Tennessee
$434K -$6.76K -134 -2%
ANBT
405
American National Bank & Trust
Texas
$425K +$114K +2,262 +37%
ACP
406
Aveo Capital Partners
Colorado
$424K -$20.9K -415 -5%
RB
407
Renasant Bank
Mississippi
$423K -$23.8K -471 -5%
TSS
408
Two Sigma Securities
New York
$423K +$423K +8,385 New
BWA
409
BlueChip Wealth Advisors
Georgia
$419K +$419K +8,309 New
OLVIG
410
Oliver Lagore Vanvalin Investment Group
Michigan
$417K -$98.8K -1,957 -19%
PG
411
Prostatis Group
Maryland
$415K -$8.94M -182,141 -96%
JSL
412
JT Stratford LLC
Georgia
$409K -$31.4K -622 -7%
CBFP
413
Cedar Brook Financial Partners
Ohio
$401K +$401K +7,931 New
RCS
414
Retirement Capital Strategies
California
$398K -$7.23M -143,217 -95%
RFA
415
Resurgent Financial Advisors
Georgia
$397K +$86.5K +1,714 +28%
TI
416
Truepoint Inc
Ohio
$394K – – –
TC
417
Trilogy Capital
California
$391K -$343K -6,797 -47%
IF
418
Insight Folios
North Carolina
$391K +$5.7K +113 +1%
JFG
419
Jefferies Financial Group
New York
$385K +$6.76K +134 +2%
VF
420
VitalStone Financial
Texas
$384K +$170K +3,377 +80%
SPC
421
Sigma Planning Corp
Michigan
$384K -$480K -9,518 -56%
SRWM
422
Shira Ridge Wealth Management
California
$376K +$24.6K +488 +7%
BFA
423
Beacon Financial Advisory
Ohio
$371K -$32.6K -645 -8%
CPL
424
CAP Partners LLC
Tennessee
$371K +$371K +7,348 New
Brown Advisory
425
Brown Advisory
Maryland
$365K +$365K +7,230 New
15 16
17
18 19