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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 %
PWG
451
Portside Wealth Group
Utah
$261K -$64.2K -1,272 -20%
CAS
452
Coppell Advisory Solutions
Texas
$260K +$258K +5,114 +11,893%
PJSIMP
453
P.J. Schmidt Investment Management (PJS)
Wisconsin
$257K +$257K +5,072 New
VWWMG
454
Vermillion & White Wealth Management Group
Pennsylvania
$256K +$256K +5,069 New
EIP
455
Ellis Investment Partners
Pennsylvania
$253K +$253K +5,005 New
BCM
456
Beck Capital Management
Texas
$250K – – –
RFN
457
RDA Financial Network
Iowa
$240K +$18.6K +368 +8%
GSWM
458
Greenup Street Wealth Management
Michigan
$227K -$226K -4,468 -50%
Legacy Financial Group (Iowa)
459
Legacy Financial Group (Iowa)
Iowa
$226K -$4.19M -83,112 -95%
RF
460
RHS Financial
California
$222K -$180K -3,567 -45%
AWM
461
Aspire Wealth Management
Massachusetts
$220K +$454 +9 +0.2%
MHB
462
Midwest Heritage Bank
Iowa
$216K +$5.2K +103 +2%
FF
463
Friedenthal Financial
New Jersey
$215K +$215K +4,262 New
BWM
464
BlackDiamond Wealth Management
New York
$214K +$4.7K +93 +2%
DWMG
465
DB Wealth Management Group
California
$210K -$85.2K -1,689 -29%
IRC
466
Investors Research Corp
Georgia
$206K -$11.4K -226 -5%
CSPIA
467
Cary Street Partners Investment Advisory
Virginia
$206K -$17.2K -340 -8%
T
468
TCWP
Ohio
$203K -$3.18K -63 -2%
SRSA
469
S.R. Schill & Associates
Washington
$201K +$201K +3,980 New
SFPG
470
Stonebridge Financial Planning Group
Florida
$201K +$201K +3,980 New
SFA
471
Semmax Financial Advisors
North Carolina
$198K +$170K +3,358 +608%
NRC
472
New Republic Capital
North Carolina
$195K -$15.8K -313 -7%
EWA
473
EverSource Wealth Advisors
Alabama
$187K -$140K -2,771 -43%
BCMLT
474
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K -$148K -2,907 -46%
SS
475
Sunbelt Securities
Texas
$166K -$185K -3,661 -53%
17 18
19
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