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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 %
SB
401
Strategic Blueprint
Georgia
– -$622K -12,276 Closed
RFG
402
Range Financial Group
Oregon
– -$573K -11,319 Closed
JC
403
JB Capital
Connecticut
– -$528K -10,429 Closed
MAM
404
Mainsail Asset Management
Alabama
– -$526K -10,383 Closed
PA
405
Parkside Advisors
California
– -$514K -10,150 Closed
OMC
406
Old Mission Capital
Illinois
– -$440K -8,694 Closed
MCC
407
Maiden Cove Capital
Maine
– -$420K -8,325 Closed
SFO
408
Stokes Family Office
Louisiana
– -$351K -6,933 Closed
SW
409
Simplicity Wealth
New Jersey
– -$346K -6,828 Closed
SPC
410
Sigma Planning Corp
Michigan
– -$338K -6,666 Closed
CFG
411
Cooper Financial Group
California
– -$329K -6,487 Closed
FWP
412
Firethorn Wealth Partners
Georgia
– -$327K -6,445 Closed
PFG
413
PAX Financial Group
Texas
– -$320K -6,322 Closed
CICC
414
Capital Investment Counsel (Colorado)
Colorado
– -$314K -6,191 Closed
MIS
415
Morningstar Investment Services
Illinois
– -$306K -6,047 Closed
FGA
416
Fortis Group Advisors
New Jersey
– -$287K -5,669 Closed
SHJ
417
Sharkey, Howes & Javer
Colorado
– -$281K -5,551 Closed
HGWM
418
Horst & Graben Wealth Management
Oregon
– -$273K -5,379 Closed
BWP
419
BSW Wealth Partners
Colorado
– -$266K -5,249 Closed
IWA
420
Icon Wealth Advisors
Texas
– -$252K -4,970 Closed
TW
421
TritonPoint Wealth
Maryland
– -$242K -4,784 Closed
RWM
422
Ritholtz Wealth Management
New York
– -$235K -4,644 Closed
KWM
423
Kingsview Wealth Management
Oregon
– -$230K -4,535 Closed
BAM
424
BOS Asset Management
Illinois
– -$224K -4,424 Closed
ARC
425
Advisor Resource Council
Texas
– -$220K -4,347 Closed
14 15 16
17
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