TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

58 hedge funds and large institutions have $222M invested in iShares Treasury Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
14
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Clarity Financial
Texas
$52.1M
2
LPL Financial
2
LPL Financial
California
$48.9M
3
RJA
3
Raymond James & Associates
Florida
$2.54M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.74M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.33M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$5.34M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.68M
3
Jane Street
3
Jane Street
New York
$5.61M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SI
5
Stephens Inc
Arkansas
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
26
Shepherd Kaplan Krochuk
Massachusetts
$658K +$13.1K +260 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$601K +$38K +757 +7%
IAN
28
Integrated Advisors Network
Texas
$545K +$15.6K +311 +3%
Vontobel Holding
29
Vontobel Holding
Switzerland
$500K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$451K – – –
MC
31
Matisse Capital
Oregon
$442K – – –
LNC
32
Lincoln National Corp
Pennsylvania
$431K +$2.62K +52 +0.6%
Stifel Financial
33
Stifel Financial
Missouri
$399K +$36.7K +730 +10%
TI
34
Truepoint Inc
Ohio
$392K – – –
BIA
35
Bigelow Investment Advisors
Maine
$362K +$46K +915 +15%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$352K +$352K +6,996 New
BWP
37
BSW Wealth Partners
Colorado
$282K – – –
JWCA
38
J.W. Cole Advisors
Florida
$260K +$260K +5,179 New
WWM
39
WT Wealth Management
Arizona
$228K -$798K -15,863 -78%
S
40
SignatureFD
Georgia
$209K – – –
HAM
41
Hedges Asset Management
Nevada
$201K +$201K +4,000 New
NFG
42
Next Financial Group
Texas
$137K +$55.8K +1,109 +69%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$123K +$123K +2,218 New
Osaic Holdings
44
Osaic Holdings
Arizona
$122K -$603 -12 -0.5%
SWM
45
Selective Wealth Management
Virginia
$100K – – –
IRC
46
Investors Research Corp
Georgia
$91K +$24.6K +489 +37%
Wells Fargo
47
Wells Fargo
California
$81K – – –
EC
48
Estate Counselors
Wisconsin
$70K -$1.06M -21,220 -94%
FCA
49
FinTrust Capital Advisors
South Carolina
$45K -$55.6K -1,100 -55%
FAG
50
Fortitude Advisory Group
Washington
$19K +$19K +375 New
1
2
3