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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
2
AssetMark Inc
California
$71.2M
3
HTC
3
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.8M
5
HA
5
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
LPL Financial
3
LPL Financial
California
$257M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$42.6M -$28.2M -556,468 -40%
WI
27
Wintrust Investments
Illinois
$42.5M +$215K +4,233 +0.5%
CAN
28
Cetera Advisor Networks
California
$38M -$20.3M -400,964 -35%
NQWM
29
Northwest Quadrant Wealth Management
Oregon
$37.9M +$517K +10,209 +1%
LC
30
Landaas & Company
Wisconsin
$37M +$2.18M +43,091 +6%
PAG
31
Private Advisor Group
New Jersey
$32.9M -$917K -18,099 -3%
NRI
32
NFP Retirement Inc
California
$30.6M +$30.6M +602,856 New
HighTower Advisors
33
HighTower Advisors
Illinois
$27.6M +$2.51M +49,601 +10%
Stifel Financial
34
Stifel Financial
Missouri
$26.9M -$22.4M -442,123 -45%
BPWM
35
Badgley Phelps Wealth Managers
Washington
$26.2M -$22.5M -444,222 -46%
FWI
36
Facet Wealth Inc
Maryland
$25.9M +$4.45M +88,028 +21%
Goldman Sachs
37
Goldman Sachs
New York
$25.4M -$10.7M -211,816 -30%
SI
38
Stash Investments
New York
$24.8M +$2.7M +53,245 +12%
SL
39
Summitry LLC
California
$23.8M -$6.33M -124,858 -21%
SFI
40
SPC Financial Inc
Maryland
$23.7M +$33.6K +663 +0.1%
MML Investors Services
41
MML Investors Services
Massachusetts
$23.5M -$74.2M -1,464,381 -76%
IFS
42
Ifrah Financial Services
Arkansas
$23.3M +$1.19M +23,452 +5%
MWM
43
Moulton Wealth Management
Washington
$22.8M +$2.97M +58,688 +15%
DWA
44
Divergent Wealth Advisors
Utah
$22.3M +$2.09M +41,187 +10%
BFG
45
Beacon Financial Group
Texas
$22M -$1.68M -33,048 -7%
KWAG
46
Kiely Wealth Advisory Group
North Carolina
$21.9M -$162K -3,196 -0.7%
GWA
47
GGM Wealth Advisors
Maryland
$21.2M -$2.71M -53,546 -11%
OC
48
Oppenheimer & Co
New York
$21.1M -$3.11M -61,383 -13%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$21M -$149M -2,929,866 -88%
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.3M +$4.45M +87,806 +30%
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