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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$131M
2
SFG
2
Steward Financial Group
Texas
$106M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
5
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$432M
2
WA
2
WestEnd Advisors
North Carolina
$56.4M
3
II
3
Inspire Investing
Idaho
$0
4
CF
4
Clarity Financial
Texas
$1.46M
5
MCM
5
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$39.8M -$1.09M -21,637 -3%
Mariner
27
Mariner
Kansas
$39.6M +$17.9M +354,411 +83%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$37.9M +$11.9M +235,578 +46%
W
29
Wealthquest
Ohio
$37.1M +$790K +15,616 +2%
Renaissance Technologies
30
Renaissance Technologies
New York
$35.2M +$5.76M +113,800 +20%
AIA
31
Arbor Investment Advisors
North Carolina
$33.4M +$27.8M +550,193 +502%
NQWM
32
Northwest Quadrant Wealth Management
Oregon
$33.3M +$1.16M +22,962 +4%
BPWM
33
Badgley Phelps Wealth Managers
Washington
$33.1M +$806K +15,927 +2%
RI
34
Rinkey Investments
California
$29.8M -$1.44M -28,375 -5%
OC
35
Oppenheimer & Co
New York
$26.6M +$18.3M +362,349 +221%
GWA
36
GGM Wealth Advisors
Maryland
$25.3M +$11.3M +222,649 +80%
SI
37
Stephens Inc
Arkansas
$24.1M +$1.32M +26,073 +6%
IFS
38
Ifrah Financial Services
Arkansas
$21.3M +$964K +19,058 +5%
Victory Capital Management
39
Victory Capital Management
Texas
$20.2M +$1.65M +32,698 +9%
CAN
40
Cetera Advisor Networks
California
$20.1M +$3.93M +77,629 +24%
APS
41
American Planning Services
Florida
$19M +$9.38M +185,391 +97%
LC
42
Landaas & Company
Wisconsin
$18.4M +$1.23M +24,335 +7%
Jane Street
43
Jane Street
New York
$17.3M +$4.96M +98,100 +40%
OA
44
Oxbow Advisors
Texas
$15.8M +$10M +197,690 +171%
AWS
45
Atria Wealth Solutions
New York
$15.4M +$11.3M +223,945 +278%
BFS
46
Bard Financial Services
Connecticut
$14.7M +$8.28M +163,704 +130%
JAG
47
Journey Advisory Group
Kentucky
$14.2M +$14.2M +281,564 New
MWM
48
Moulton Wealth Management
Washington
$14M +$7.52M +148,979 +115%
EWM
49
Elmwood Wealth Management
California
$14M +$1.67M +32,919 +13%
TM
50
Titan Managers
Arizona
$13.9M +$124K +2,450 +0.9%
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