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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

112 hedge funds and large institutions have $1.32B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+42
Holders Change %
+60%
% of All Funds
1.89%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.22%
New
49
Increased
41
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$178M
2
AWM
AE Wealth Management
Kansas
$82.4M
3
Bank of America
Bank of America
North Carolina
$89.9M
4
BPWM
Badgley Phelps Wealth Managers
Washington
$62.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$65.3M

Top Sellers

1
Jane Street
Jane Street
New York
$1.83M
2
FTUS
Flow Traders U.S.
New York
$0
3
NQWM
Northwest Quadrant Wealth Management
Oregon
$20.9M
4
SI
Stephens Inc
Arkansas
$861K
5
LNC
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
26
Blue Edge Capital
Virginia
$8.59M +$403K +7,997 +5%
LC
27
Landaas & Company
Wisconsin
$8.4M +$7.2M +142,897 +602%
PAG
28
Private Advisor Group
New Jersey
$7.66M +$1.54M +30,631 +25%
CFAM
29
Coury Firm Asset Management
Pennsylvania
$7.28M +$7.07M +140,286 +3,380%
PFA
30
Professional Financial Advisors
Nebraska
$7.04M +$7.04M +139,591 New
Mariner
31
Mariner
Kansas
$6.58M +$6.58M +130,595 New
DWP
32
Destiny Wealth Partners
Florida
$6.21M +$6.21M +123,212 New
Citadel Advisors
33
Citadel Advisors
Florida
$5.05M +$1.81M +35,869 +56%
SIA
34
Sovereign Investment Advisors
Arizona
$5M +$5M +99,186 New
AAS
35
Ameritas Advisory Services
Nebraska
$4.52M +$4.52M +89,618 New
OPS
36
Orion Portfolio Solutions
Nebraska
$4.4M -$421K -8,344 -9%
MML Investors Services
37
MML Investors Services
Massachusetts
$4.13M +$4.13M +81,931 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$3.91M +$3.91M +77,640 New
NCM
39
New Capital Management
Texas
$3.22M +$12.5K +248 +0.4%
LAM
40
LFS Asset Management
California
$2.63M +$2.63M +52,158 New
GRP
41
Global Retirement Partners
California
$2.6M +$95.9K +1,903 +4%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$2.38M -$41.3K -815 -2%
VBFG
43
Vishria Bird Financial Group
Tennessee
$2.07M +$2.07M +41,159 New
SPC
44
Sigma Planning Corp
Michigan
$2.06M +$1.53M +30,399 +288%
Stifel Financial
45
Stifel Financial
Missouri
$1.94M +$756K +14,994 +64%
Jane Street
46
Jane Street
New York
$1.83M -$7.51M -148,915 -80%
WIA
47
World Investment Advisors
California
$1.71M +$1.18M +23,466 +223%
APA
48
American Portfolios Advisors
New York
$1.61M -$73.1K -1,450 -4%
AIA
49
Arbor Investment Advisors
North Carolina
$1.58M +$852K +16,915 +116%
SW
50
SVB Wealth
Massachusetts
$1.43M +$1.43M +28,440 New
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