TFLO icon

iShares Treasury Floating Rate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
O3W
451
Omni 360 Wealth
New Jersey
-$265K -5,234 Closed
MWM
452
Maripau Wealth Management
Indiana
-$237K -4,668 Closed
RF
453
RHS Financial
California
-$236K -4,654 Closed
PWG
454
Portside Wealth Group
Utah
-$224K -4,427 Closed
BHPW
455
Beverly Hills Private Wealth
California
-$224K -4,420 Closed
BWM
456
BlackDiamond Wealth Management
New York
-$216K -4,265 Closed
PFA
457
Pettinga Financial Advisors
Indiana
-$210K -4,139 Closed
FIA
458
Foundations Investment Advisors
Arizona
-$207K -4,081 Closed
MWM
459
Modern Wealth Management
Kansas
-$203K -4,000 Closed
WIC
460
Woodmont Investment Counsel
Tennessee
-$156K -3,086 Closed
SIS
461
Sound Income Strategies
Florida
-$141K -2,781 Closed
MIM
462
Macroview Investment Management
Maryland
-$91.2K -1,800 Closed
CCA
463
Criterion Capital Advisors
Tennessee
-$80.6K -1,591 Closed
Simplex Trading
464
Simplex Trading
Illinois
-$40K -800 Closed
WPWM
465
Western Pacific Wealth Management
Illinois
-$19.2K -379 Closed
GFPC
466
Global Financial Private Client
Florida
-$18.5K -367 Closed
GA
467
GoalVest Advisory
New York
-$10.8K -214 Closed
EWA
468
EverSource Wealth Advisors
Alabama
-$10.7K -211 Closed
C
469
Covestor
United Kingdom
-$7K -136 Closed
PB
470
Pinnacle Bancorp
Nebraska
-$6.44K -127 Closed
NP
471
NorthRock Partners
Minnesota
-$5.88K -116 Closed
FMII
472
Farmers & Merchants Investments Inc
Nebraska
-$2.54K -50 Closed
FPF
473
First Pacific Financial
Washington
-$1.62K -32 Closed
NC
474
NewSquare Capital
Pennsylvania
-$1.06K -21 Closed
HPC
475
HM Payson & Co
Maine
-$862 -17 Closed