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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

408 hedge funds and large institutions have $4.1B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 140 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-23
Holders Change %
-5.34%
% of All Funds
5.93%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.64%
New
53
Increased
140
Reduced
196
Closed
69
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$39.9M
2
LPL Financial
LPL Financial
California
+$31.5M
3
Jane Street
Jane Street
New York
+$25.3M
4
WANY
Wealthspire Advisors (New York)
New York
+$21.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.3M
2
BPWM
Badgley Phelps Wealth Managers
Washington
-$25.8M
3
MAM
Madison Asset Management
Wisconsin
-$25.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$17.4M
5
BW
BIP Wealth
Georgia
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
401
Harbor Investment Advisory
Maryland
$2.43K – – –
RIL
402
Rothschild Investment LLC
Illinois
$1.52K – – –
OLVIG
403
Oliver Lagore Vanvalin Investment Group
Michigan
$1.48K -$3.41K -67 -70%
VWM
404
Venturi Wealth Management
Texas
$1.27K -$30.1K -593 -96%
TWP
405
Triad Wealth Partners
Kansas
$861 +$861 +17 New
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$659 +$659 +13 New
AWM
407
Aspire Wealth Management
Massachusetts
$253 -$3.59K -71 -93%
GI
408
Gradient Investments
Minnesota
$203 – – –
VAG
409
VisionPoint Advisory Group
Texas
$51 – – –
IHWM
410
Iron Horse Wealth Management
Iowa
$17 -$17 -1 Closed
LFA
411
LGT Financial Advisors
Texas
$10 -$60 -1 Closed
AT
412
Arden Trust
Delaware
– -$12.2M -241,133 Closed
MCA
413
Magnolia Capital Advisors
Mississippi
– -$6.57M -129,865 Closed
HFA
414
High Falls Advisors
New York
– -$3.3M -65,023 Closed
WWA
415
WCG Wealth Advisors
Nevada
– -$3.17M -62,541 Closed
QC
416
Quadrature Capital
United Kingdom
– -$1.93M -38,001 Closed
CCP
417
Carmel Capital Partners
California
– -$1.92M -37,906 Closed
CWA
418
Clearview Wealth Advisors
Oregon
– -$1.81M -35,761 Closed
KFSC
419
Keystone Financial Services (Colorado)
Colorado
– -$1.39M -27,333 Closed
AI
420
AXS Investments
New York
– -$1.37M -27,000 Closed
KFGK
421
Keystone Financial Group (Kentucky)
Kentucky
– -$1.32M -26,019 Closed
CWM
422
Certus Wealth Management
California
– -$1.3M -25,663 Closed
SWP
423
Significant Wealth Partners
Illinois
– -$1.26M -24,869 Closed
WA
424
Win Advisors
Florida
– -$1.24M -24,528 Closed
RW
425
Regimen Wealth
Georgia
– -$1.19M -23,496 Closed
15 16
17
18 19