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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
26
Arbor Investment Advisors
North Carolina
$40.9M 806,552 +146,857 +22%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$40.4M 797,311 +899 +0.1%
AWM
28
AE Wealth Management
Kansas
$38.9M 767,378 -42,344 -5%
RI
29
Rinkey Investments
California
$38.3M 755,538 +166,438 +28%
W
30
Wealthquest
Ohio
$37.3M 736,231 +2,768 +0.4%
CAN
31
Cetera Advisor Networks
California
$36.5M 720,829 +323,446 +81%
Renaissance Technologies
32
Renaissance Technologies
New York
$35.2M 694,800 – –
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$34.6M 682,427 +24,693 +4%
BPWM
34
Badgley Phelps Wealth Managers
Washington
$33.1M 653,097 -403 -0.1%
AWS
35
AJ Wealth Strategies
New York
$33M 650,880 -135,968 -17%
GWA
36
GGM Wealth Advisors
Maryland
$27.3M 541,057 +40,065 +8%
OC
37
Oppenheimer & Co
New York
$27M 532,737 +6,664 +1%
Goldman Sachs
38
Goldman Sachs
New York
$26.7M 527,052 -511,809 -49%
WI
39
Wintrust Investments
Illinois
$25.7M 507,765 +507,765 New
SI
40
Stephens Inc
Arkansas
$25.5M 503,820 +26,663 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$24.3M 480,068 -344,364 -42%
IFS
42
Ifrah Financial Services
Arkansas
$21.6M 426,436 +6,285 +1%
WWM
43
WJ Wealth Management
Arizona
$21.4M 422,721 +274,895 +186%
Victory Capital Management
44
Victory Capital Management
Texas
$21M 414,331 +14,634 +4%
CW
45
Connectus Wealth
Ohio
$20.8M 410,253 +143,407 +54%
LC
46
Landaas & Company
Wisconsin
$20.6M 406,964 +43,126 +12%
MWM
47
Moulton Wealth Management
Washington
$18.3M 360,481 +82,261 +30%
CAAS
48
Capital Asset Advisory Services
Michigan
$17.9M 354,576 +154,012 +77%
Stifel Financial
49
Stifel Financial
Missouri
$17.7M 348,623 +116,374 +50%
BFS
50
Bard Financial Services
Connecticut
$16.4M 322,914 +32,815 +11%
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