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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$80.8M
2
PAG
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
Bank of America
North Carolina
$330M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
Oxbow Advisors
Texas
$14.9M
2
UBS Group
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$134M
4
AIA
Acute Investment Advisory
Arizona
$31.2M
5
PCA
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
401
Sunbelt Securities
Texas
$783 -$133K -2,723 -99%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$656 – – –
Fidelity Investments
403
Fidelity Investments
Massachusetts
$211 -$8.28K -157 -98%
OLVIG
404
Oliver Lagore Vanvalin Investment Group
Michigan
$60 – – –
NS
405
NBC Securities
Alabama
$53 -$56K -1,056 -100%
T
406
Transce3nd
Texas
$50 +$50 +1 New
IHWM
407
Iron Horse Wealth Management
Iowa
$18 +$18 +1 New
SFA
408
Semmax Financial Advisors
North Carolina
$4 -$4 – –
Citadel Advisors
409
Citadel Advisors
Florida
– -$8.38M -165,611 Closed
KPWS
410
Kestra Private Wealth Services
Texas
– -$4.32M -85,351 Closed
FRA
411
FFG Retirement Advisors
Colorado
– -$2.16M -42,625 Closed
TSS
412
Two Sigma Securities
New York
– -$1.27M -25,003 Closed
Prudential Financial
413
Prudential Financial
New Jersey
– -$854K -16,868 Closed
DWM
414
Dakota Wealth Management
Florida
– -$488K -9,652 Closed
SRWM
415
Shira Ridge Wealth Management
California
– -$487K -9,634 Closed
JFG
416
Jefferies Financial Group
New York
– -$401K -7,918 Closed
SMG
417
Smart Money Group
Texas
– -$366K -7,240 Closed
BRWA
418
B. Riley Wealth Advisors
Florida
– -$325K -6,429 Closed
BWA
419
BlueChip Wealth Advisors
Georgia
– -$325K -6,428 Closed
LWM
420
Liberty Wealth Management
California
– -$281K -5,544 Closed
MHB
421
Midwest Heritage Bank
Iowa
– -$258K -5,101 Closed
TC
422
Trilogy Capital
California
– -$246K -4,865 Closed
BSTWA
423
Blake Schutter Theil Wealth Advisors
Ohio
– -$242K -4,782 Closed
CAM
424
Concorde Asset Management
Michigan
– -$213K -4,210 Closed
MW
425
Maia Wealth
Colorado
– -$213K -4,202 Closed
14 15 16
17
18