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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 %
KV
426
Kickstand Ventures
New York
– -$1.14M -22,480 Closed
AR
427
Apeiron RIA
Texas
– -$1.11M -21,918 Closed
AFG
428
AFS Financial Group
Maryland
– -$973K -19,199 Closed
Northern Trust
429
Northern Trust
Illinois
– -$940K -18,544 Closed
MSWMA
430
Market Street Wealth Management Advisors
Indiana
– -$894K -17,633 Closed
RIM
431
Redwood Investment Management
Arizona
– -$855K -16,874 Closed
HIP
432
HUB Investment Partners
Texas
– -$684K -13,496 Closed
VWM
433
VCI Wealth Management
Missouri
– -$583K -11,511 Closed
LA
434
LexAurum Advisors
Kansas
– -$536K -10,581 Closed
LA
435
Lane & Associates
New Jersey
– -$522K -10,298 Closed
RSWM
436
Robertson Stephens Wealth Management
California
– -$502K -9,905 Closed
SAW
437
Signal Advisors Wealth
Michigan
– -$460K -9,078 Closed
CBFP
438
Cedar Brook Financial Partners
Ohio
– -$406K -8,004 Closed
SG
439
StoneX Group
New York
– -$385K -7,601 Closed
RB
440
Renasant Bank
Mississippi
– -$382K -7,528 Closed
HT
441
Headlands Technologies
Illinois
– -$375K -7,399 Closed
PWP
442
Private Wealth Partners
California
– -$345K -6,800 Closed
AFG
443
Atomi Financial Group
New York
– -$323K -6,370 Closed
VCP
444
Verus Capital Partners
Arizona
– -$322K -6,347 Closed
W
445
Wealthquest
Ohio
– -$308K -6,076 Closed
LNC
446
Lincoln National Corp
Pennsylvania
– -$300K -5,927 Closed
PFA
447
Pinnacle Family Advisors
Missouri
– -$278K -5,483 Closed
SCM
448
Sebold Capital Management
Illinois
– -$275K -5,434 Closed
RFA
449
Resurgent Financial Advisors
Georgia
– -$272K -5,361 Closed
CCG
450
Catalina Capital Group
California
– -$266K -5,245 Closed
16 17
18
19 20