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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$62.5M 1,231,744 +751,676 +157%
WANY
27
Wealthspire Advisors (New York)
New York
$60.5M 1,192,945 +131,512 +12%
WA
28
WestEnd Advisors
North Carolina
$60.2M 1,187,274 +20,448 +2%
Mariner
29
Mariner
Kansas
$58.9M 1,161,025 +128,298 +12%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$58.4M 1,151,496 +1,047,381 +1,006%
CAN
31
Cetera Advisor Networks
California
$58.1M 1,144,193 +423,364 +59%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$57.8M 1,138,668 +242,136 +27%
AIA
33
Arbor Investment Advisors
North Carolina
$55.1M 1,086,132 +279,580 +35%
AIA
34
Acute Investment Advisory
Arizona
$54.1M 1,065,412 +1,065,412 New
KWILP
35
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M 1,047,955 -465,742 -31%
AssetMark Inc
36
AssetMark Inc
California
$52.8M 1,040,755 -11,708 -1%
Renaissance Technologies
37
Renaissance Technologies
New York
$50.5M 995,900 +301,100 +43%
OIA
38
OneDigital Investment Advisors
Kansas
$49.5M 974,975 +974,975 New
Wells Fargo
39
Wells Fargo
California
$45.8M 902,259 +773,974 +603%
Stifel Financial
40
Stifel Financial
Missouri
$44.2M 870,878 +522,255 +150%
Cerity Partners
41
Cerity Partners
New York
$43.1M 849,421 +675,950 +390%
RI
42
Rinkey Investments
California
$39.1M 769,786 +14,248 +2%
W
43
Wealthquest
Ohio
$38.1M 751,856 +15,625 +2%
NQWM
44
Northwest Quadrant Wealth Management
Oregon
$37.1M 730,457 +48,030 +7%
EF
45
Empowered Funds
Pennsylvania
$36.3M 718,274 +405,843 +130%
AWS
46
Atria Wealth Solutions
New York
$34M 669,751 +351,224 +110%
BPWM
47
Badgley Phelps Wealth Managers
Washington
$32.8M 646,363 -6,734 -1%
AWM
48
Axxcess Wealth Management
California
$32.5M 640,537 +640,537 New
WP
49
WealthSource Partners
California
$32.5M 640,414 +640,414 New
CAAS
50
Capital Asset Advisory Services
Michigan
$31.7M 626,121 +271,545 +77%
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