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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
426
Valmark Advisers
Ohio
$363K +$24.8K +492 +7%
DA
427
Detalus Advisors
Missouri
$360K +$360K +7,139 New
MOS
428
MGO One Seven
Ohio
$355K +$355K +7,027 New
O3W
429
Omni 360 Wealth
New Jersey
$355K +$355K +7,025 New
JIC
430
JRM Investment Counsel
Nebraska
$344K -$189K -3,747 -35%
EFG
431
Embree Financial Group
Illinois
$332K +$332K +6,583 New
SAM
432
Secure Asset Management
Michigan
$332K -$212K -4,204 -39%
WAP
433
Wealthcare Advisory Partners
Pennsylvania
$331K -$111K -2,200 -25%
PFA
434
Pinnacle Family Advisors
Missouri
$318K -$4.09K -81 -1%
RFG
435
Range Financial Group
Oregon
$318K +$318K +6,300 New
GIA
436
Gladstone Institutional Advisory
Florida
$317K +$109K +2,169 +53%
SMC
437
Smith, Moore & Co
Missouri
$315K +$315K +6,250 New
CPG
438
Cornerstone Planning Group
New Jersey
$315K -$203K -4,029 -39%
IAN
439
Integrated Advisors Network
Texas
$312K -$250K -4,949 -44%
WEG
440
World Equity Group
Illinois
$311K -$12.8K -254 -4%
PIA
441
Perennial Investment Advisors
California
$296K -$16.6K -328 -5%
FCA
442
FinTrust Capital Advisors
South Carolina
$291K -$29.7K -588 -9%
MAM
443
Mainsail Asset Management
Alabama
$287K +$287K +5,691 New
AFG
444
Atomi Financial Group
New York
$287K -$3.38K -67 -1%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$287K +$5.8K +115 +2%
NL
446
Navalign LLC
California
$280K -$52.9K -1,049 -16%
KFG
447
Kingdom Financial Group
Arizona
$277K -$42.9K -851 -13%
CICC
448
Capital Investment Counsel (Colorado)
Colorado
$263K +$263K +5,216 New
BWP
449
BSW Wealth Partners
Colorado
$262K +$1.92K +38 +0.7%
TA
450
TrueWealth Advisors
Alabama
$262K -$42.1K -835 -14%
16 17
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