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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Steward Financial Group
Texas
$27.3M +$17.4M +344,723 +176%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$25.9M +$2.42M +48,067 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$25.2M +$346K +6,871 +1%
WANY
29
Wealthspire Advisors (New York)
New York
$23.3M +$23.3M +462,494 New
SI
30
Stephens Inc
Arkansas
$22.7M -$9.64M -191,187 -30%
Mariner
31
Mariner
Kansas
$21.6M +$8.04M +159,566 +59%
IFS
32
Ifrah Financial Services
Arkansas
$20.2M +$1.62M +32,107 +9%
IA
33
Inspire Advisors
Idaho
$19.5M -$63K -1,250 -0.3%
Victory Capital Management
34
Victory Capital Management
Texas
$18.5M -$359K -7,123 -2%
AWM
35
Affinity Wealth Management
Delaware
$18.1M +$18.1M +359,215 New
LC
36
Landaas & Company
Wisconsin
$17.1M +$5.15M +102,098 +43%
CAN
37
Cetera Advisor Networks
California
$16.1M +$16.1M +319,754 New
LWANC
38
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.2M +$1.63M +32,261 +12%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$15M +$13.2M +260,939 +728%
GWA
40
GGM Wealth Advisors
Maryland
$14M +$14M +278,343 New
TM
41
Titan Managers
Arizona
$13.7M -$730K -14,473 -5%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$12.9M +$2.8M +55,487 +28%
EWM
43
Elmwood Wealth Management
California
$12.3M +$1.9M +37,740 +18%
Jane Street
44
Jane Street
New York
$12.3M +$9.38M +186,111 +321%
WWM
45
WJ Wealth Management
Arizona
$12.3M +$5.52M +109,537 +82%
EW
46
Element Wealth
Mississippi
$11.2M -$445K -8,836 -4%
CW
47
Connectus Wealth
Ohio
$11.1M +$11.1M +220,477 New
NA
48
NewEdge Advisors
Louisiana
$10.8M +$10.8M +214,050 New
MCA
49
Magnolia Capital Advisors
Mississippi
$10.8M -$59.3K -1,177 -0.5%
Stifel Financial
50
Stifel Financial
Missouri
$10M +$3.15M +62,502 +46%
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