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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
AssetMark Inc
California
$71.2M
3
HTC
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.8M
5
HA
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
401
Kelly Financial Services
Massachusetts
$20.6K -$10.8M -212,241 -100%
CA
402
Continuum Advisory
Idaho
$19.4K +$19.4K +383 New
WPWM
403
Western Pacific Wealth Management
Illinois
$19.2K +$19.2K +379 New
GFPC
404
Global Financial Private Client
Florida
$18.5K -$87.5K -1,734 -83%
GEA
405
Glen Eagle Advisors
New Jersey
$15.2K – – –
CIAS
406
Capital Investment Advisory Services
North Carolina
$12.7K +$5.07K +100 +67%
CA
407
CoreCap Advisors
Michigan
$11.9K +$11.9K +234 New
FCA
408
FinTrust Capital Advisors
South Carolina
$11.8K -$280K -5,528 -96%
GA
409
GoalVest Advisory
New York
$10.8K – – –
EWA
410
EverSource Wealth Advisors
Alabama
$10.7K -$177K -3,487 -94%
JWM
411
Janiczek Wealth Management
Colorado
$9.63K – – –
PMFA
412
Plante Moran Financial Advisors
Michigan
$8.72K – – –
C
413
Covestor
United Kingdom
$7K +$1.85K +36 +36%
PB
414
Pinnacle Bancorp
Nebraska
$6.44K +$203 +4 +3%
NP
415
NorthRock Partners
Minnesota
$5.88K -$254 -5 -4%
OLVIG
416
Oliver Lagore Vanvalin Investment Group
Michigan
$4.87K -$415K -8,173 -99%
AWM
417
Aspire Wealth Management
Massachusetts
$3.85K -$217K -4,280 -98%
BHWM
418
Bay Harbor Wealth Management
Maryland
$2.89K -$5.39M -106,442 -100%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$2.54K +$2.54K +50 New
HIA
420
Harbor Investment Advisory
Maryland
$2.43K -$9.63K -190 -80%
SFA
421
Semmax Financial Advisors
North Carolina
$1.7K -$193K -3,876 -99%
FPF
422
First Pacific Financial
Washington
$1.62K – – –
RIL
423
Rothschild Investment LLC
Illinois
$1.52K – – –
NC
424
NewSquare Capital
Pennsylvania
$1.06K +$1.06K +21 New
HPC
425
HM Payson & Co
Maine
$862 -$4.05M -79,783 -100%
15 16
17
18 19