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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Arbor Investment Advisors
North Carolina
$63.4M +$8.53M +169,081 +16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$63.3M +$5.86M +116,132 +10%
RJA
28
Raymond James & Associates
Florida
$62.1M -$6.35M -125,770 -9%
AWMS
29
Advocacy Wealth Management Services
Georgia
$61.6M -$913K -18,088 -1%
OIA
30
OneDigital Investment Advisors
Kansas
$59.8M +$10.6M +209,785 +22%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$59.1M +$973K +19,274 +2%
WA
32
WestEnd Advisors
North Carolina
$58.5M -$1.39M -27,608 -2%
CAN
33
Cetera Advisor Networks
California
$58M +$279K +5,520 +0.5%
AIA
34
Acute Investment Advisory
Arizona
$55.6M +$1.78M +35,311 +3%
WANY
35
Wealthspire Advisors (New York)
New York
$55.2M -$5M -99,004 -8%
KWILP
36
Kiwi Wealth Investments Limited Partnership
New Zealand
$52.9M – – –
AssetMark Inc
37
AssetMark Inc
California
$51.4M -$1.1M -21,716 -2%
Stifel Financial
38
Stifel Financial
Missouri
$49.1M +$5.16M +102,311 +12%
BPWM
39
Badgley Phelps Wealth Managers
Washington
$48.5M +$15.9M +315,419 +49%
AWM
40
Axxcess Wealth Management
California
$48.1M +$15.8M +312,791 +49%
CAAS
41
Capital Asset Advisory Services
Michigan
$47.6M +$16M +316,303 +51%
RI
42
Rinkey Investments
California
$43.7M +$4.88M +96,701 +13%
Wells Fargo
43
Wells Fargo
California
$43.2M -$2.32M -45,905 -5%
WI
44
Wintrust Investments
Illinois
$42.1M +$13.4M +266,212 +47%
AWM
45
AE Wealth Management
Kansas
$38.4M -$34.2M -674,621 -47%
NQWM
46
Northwest Quadrant Wealth Management
Oregon
$37.2M +$311K +6,156 +0.8%
Goldman Sachs
47
Goldman Sachs
New York
$36M +$8.87M +175,811 +33%
LC
48
Landaas & Company
Wisconsin
$34.7M +$8.4M +166,432 +32%
PAG
49
Private Advisor Group
New Jersey
$33.7M +$22.5M +445,519 +201%
AWS
50
Atria Wealth Solutions
New York
$33.6M -$155K -3,071 -0.5%
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