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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 %
AWM
426
Apollon Wealth Management
South Carolina
– -$220K -4,345 Closed
WHCI
427
W.H. Cornerstone Investments
Massachusetts
– -$217K -4,290 Closed
PA
428
PFG Advisors
Arizona
– -$217K -4,274 Closed
PCM
429
Pennsylvania Capital Management
Pennsylvania
– -$204K -4,028 Closed
CWS
430
Cypress Wealth Services
California
– -$203K -4,015 Closed
CIAS
431
CFS Investment Advisory Services
New Jersey
– -$201K -3,973 Closed
ME
432
McIlrath & Eck
Washington
– -$138K -2,731 Closed
TFF
433
The Family Firm
Maryland
– -$127K -2,508 Closed
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
– -$63.5K -1,253 Closed
CAL
435
Capital Analysts LLC
Pennsylvania
– -$51K -1,006 Closed
FAM
436
Family Asset Management
South Carolina
– -$40.6K -802 Closed
SA
437
Scarborough Advisors
Maryland
– -$34.8K -688 Closed
GEA
438
Glen Eagle Advisors
New Jersey
– -$15.2K -300 Closed
KFS
439
Kelly Financial Services
Massachusetts
– -$10.8K -213 Closed
ATPW
440
Ashton Thomas Private Wealth
Arizona
– -$8.21K -162 Closed
PCM
441
Penserra Capital Management
California
– -$8K -157 Closed
RCM
442
Raleigh Capital Management
North Carolina
– -$7.26K -143 Closed
EC
443
EdgeRock Capital
Colorado
– -$4.46K -88 Closed
BHWM
444
Bay Harbor Wealth Management
Maryland
– -$2.89K -57 Closed
TWP
445
Triad Wealth Partners
Kansas
– -$861 -17 Closed
AWM
446
Aspire Wealth Management
Massachusetts
– -$253 -5 Closed
GI
447
Gradient Investments
Minnesota
– -$203 -4 Closed
VAG
448
VisionPoint Advisory Group
Texas
– -$51 -1 Closed
IHWM
449
Iron Horse Wealth Management
Iowa
– -$17 – –
LFA
450
LGT Financial Advisors
Texas
– -$10 – –
14 15 16 17
18