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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

70 hedge funds and large institutions have $447M invested in iShares Treasury Floating Rate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$131M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$38.6M
3
UBS Group
3
UBS Group
Switzerland
$29.2M
4
NQWM
4
Northwest Quadrant Wealth Management
Oregon
$21.4M
5
Bank of America
5
Bank of America
North Carolina
$21M

Top Sellers

1
CF
1
Clarity Financial
Texas
$51.2M
2
CWA
2
Capital Wealth Alliance
Arizona
$690K
3
MC
3
Matisse Capital
Oregon
$0
4
HAM
4
Hedges Asset Management
Nevada
$0
5
IAN
5
Integrated Advisors Network
Texas
$371K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.42M +$2.3M +45,552 +2,054%
APA
27
American Portfolios Advisors
New York
$1.68M – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.47M +$864K +17,164 +143%
SI
29
Stephens Inc
Arkansas
$1.36M – – –
MCM
30
MV Capital Management
Maryland
$1.29M +$1.27M +25,230 +8,192%
LC
31
Landaas & Company
Wisconsin
$1.19M – – –
Stifel Financial
32
Stifel Financial
Missouri
$1.18M +$784K +15,573 +196%
AWMS
33
Advocacy Wealth Management Services
Georgia
$1.18M +$1.18M +23,474 New
WIC
34
Woodmont Investment Counsel
Tennessee
$800K -$50.9K -1,011 -6%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$749K +$397K +7,890 +113%
AIA
36
Arbor Investment Advisors
North Carolina
$731K -$37.8K -750 -5%
CWA
37
Capital Wealth Alliance
Arizona
$690K -$471K -9,355 -41%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$659K – – –
VA
39
Valmark Advisers
Ohio
$641K +$641K +12,739 New
SPC
40
Sigma Planning Corp
Michigan
$531K +$531K +10,554 New
WIA
41
World Investment Advisors
California
$530K +$530K +10,532 New
Vontobel Holding
42
Vontobel Holding
Switzerland
$501K – – –
BIA
43
Bigelow Investment Advisors
Maine
$461K +$98.4K +1,955 +27%
LNC
44
Lincoln National Corp
Pennsylvania
$427K -$4.23K -84 -1%
TI
45
Truepoint Inc
Ohio
$393K – – –
IAN
46
Integrated Advisors Network
Texas
$371K -$175K -3,473 -32%
AWS
47
Atria Wealth Solutions
New York
$299K +$299K +5,948 New
WWM
48
WT Wealth Management
Arizona
$278K +$50.3K +1,001 +22%
BWP
49
BSW Wealth Partners
Colorado
$267K -$14.8K -295 -5%
JWCA
50
J.W. Cole Advisors
Florida
$255K -$5.79K -115 -2%
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