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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
426
Family Asset Management
South Carolina
$106K +$2.64K +52 +3%
MIM
427
Macroview Investment Management
Maryland
$90.3K +$152 +3 +0.2%
Fidelity Investments
428
Fidelity Investments
Massachusetts
$80.2K +$73.4K +1,447 +1,080%
NS
429
NBC Securities
Alabama
$66K +$66K +1,312 New
SIC
430
Salem Investment Counselors
North Carolina
$50.9K -$47.2K -931 -48%
GA
431
GoalVest Advisory
New York
$33.8K +$10.9K +214 +47%
AWM
432
Atticus Wealth Management
Florida
$29.8K +$29.8K +587 New
CSC
433
Caldwell Sutter Capital
California
$28.9K – – –
SFA
434
Semmax Financial Advisors
North Carolina
$27.9K +$27.9K +552 New
CFB
435
Cullen/Frost Bankers
Texas
$25.2K +$25.2K +497 New
PO
436
Private Ocean
California
$22.1K – – –
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$17.7K +$17.7K +348 New
AWA
438
Alaska Wealth Advisors
Alaska
$17K -$7K -138 -29%
OP
439
ORG Partners
Indiana
$14.9K +$14.9K +293 New
IPW
440
Impact Partnership Wealth
Georgia
$14.8K +$14.8K +292 New
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$13.5K +$9.34K +184 +222%
S
442
SignatureFD
Georgia
$13.3K – – –
HIA
443
Harbor Investment Advisory
Maryland
$12.5K +$12.5K +246 New
LFA
444
LGT Financial Advisors
Texas
$11.1K +$11.1K +218 New
PB
445
Pinnacle Bancorp
Nebraska
$10.4K – – –
C
446
Covestor
United Kingdom
$10K +$2.79K +57 +39%
SIS
447
Sound Income Strategies
Florida
$9.79K +$9.79K +193 New
JWM
448
Janiczek Wealth Management
Colorado
$8.12K +$3.05K +60 +60%
CIAS
449
Capital Investment Advisory Services
North Carolina
$7.61K – – –
WWM
450
Wagner Wealth Management
South Carolina
$7.31K -$7.41K -146 -50%
15 16 17
18
19