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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
AssetMark Inc
California
$71.2M
3
HTC
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.8M
5
HA
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMFA
451
Main Management Fund Advisors
California
– -$3.89M -77,050 Closed
WA
452
Wealth Alliance
New York
– -$3.88M -76,915 Closed
MFG
453
Merit Financial Group
Georgia
– -$3.02M -59,752 Closed
TVM
454
True Vision MN
Minnesota
– -$3.01M -59,666 Closed
USCWA
455
U.S. Capital Wealth Advisors
Texas
– -$2.92M -57,784 Closed
MWM
456
Meridian Wealth Management
Kentucky
– -$2.9M -57,551 Closed
DC
457
Davenport & Co
Virginia
– -$2.85M -56,450 Closed
TCA
458
Transcend Capital Advisors
New Jersey
– -$2.53M -50,218 Closed
TWM
459
Tradition Wealth Management
Minnesota
– -$2.39M -47,343 Closed
MLA
460
My Legacy Advisors
Oregon
– -$2.32M -45,912 Closed
GM
461
GeoWealth Management
Illinois
– -$2.32M -45,909 Closed
SWA
462
Stratos Wealth Advisors
Ohio
– -$2.25M -44,617 Closed
OCM
463
One Capital Management
California
– -$2.21M -43,839 Closed
MFA
464
Mayflower Financial Advisors
Massachusetts
– -$1.78M -35,172 Closed
KLC
465
Knowledge Leaders Capital
Colorado
– -$1.75M -34,748 Closed
HPM
466
Hoxton Planning & Management
West Virginia
– -$1.73M -34,180 Closed
MCI
467
MRP Capital Investments
Georgia
– -$1.68M -33,225 Closed
TW
468
TrinityPoint Wealth
Connecticut
– -$1.66M -32,800 Closed
AWE
469
Avidian Wealth Enterprises
Texas
– -$1.59M -31,565 Closed
SL
470
SWMG LLC
Texas
– -$1.55M -30,793 Closed
TPWA
471
TRUE Private Wealth Advisors
Oregon
– -$1.53M -30,367 Closed
MWM
472
Mosley Wealth Management
California
– -$1.47M -29,039 Closed
RFP
473
RCS Financial Planning
Maryland
– -$1.44M -28,453 Closed
OWMIAS
474
One Wealth Management Investment & Advisory Services
Florida
– -$1.41M -27,974 Closed
MYIA
475
Mount Yale Investment Advisors
Colorado
– -$1.39M -27,572 Closed
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