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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$39.2M +$911K +18,000 +2%
OIA
27
OneDigital Investment Advisors
Kansas
$38.2M +$10.3M +203,462 +37%
SYBT
28
Stock Yards Bank & Trust
Kentucky
$36.8M +$36.8M +727,208 New
Stifel Financial
29
Stifel Financial
Missouri
$34.6M +$184K +3,634 +0.5%
OAS
30
Optivise Advisory Services
Tennessee
$34M +$12M +237,991 +55%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$33.7M -$18.2M -360,903 -35%
Wells Fargo
32
Wells Fargo
California
$33.3M -$10.1M -199,189 -23%
MAM
33
Madison Asset Management
Wisconsin
$32.4M -$5.68M -112,187 -15%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$31.8M -$23.1M -456,977 -42%
NRI
35
NFP Retirement Inc
California
$31.5M +$989K +19,555 +3%
SI
36
Stash Investments
New York
$29.8M +$2.68M +53,050 +10%
FWI
37
Facet Wealth Inc
Maryland
$28.2M +$1.97M +39,131 +8%
MML Investors Services
38
MML Investors Services
Massachusetts
$27.8M -$1.61M -31,819 -5%
PDL
39
Portfolio Design Labs
California
$26.1M +$20.6M +407,824 +377%
SL
40
Summitry LLC
California
$24.5M +$253K +4,994 +1%
IFS
41
Ifrah Financial Services
Arkansas
$24.4M +$759K +14,997 +3%
Betterment LLC
42
Betterment LLC
New York
$24M +$8.74M +172,764 +57%
DWA
43
Divergent Wealth Advisors
Utah
$23.2M +$1.01M +20,051 +5%
PAG
44
Private Advisor Group
New Jersey
$23M +$5.49M +108,547 +31%
LWANC
45
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.5M +$1.34M +26,396 +6%
PCA
46
Prosperity Capital Advisors
Ohio
$22M +$20.5M +405,825 +1,403%
GWA
47
GGM Wealth Advisors
Maryland
$21.9M +$515K +10,177 +2%
BFG
48
Beacon Financial Group
Texas
$21M -$1.02M -20,068 -5%
MWM
49
Moulton Wealth Management
Washington
$19.4M -$4M -79,377 -17%
CC
50
Cypress Capital
Tennessee
$19.1M -$1.25M -24,658 -6%
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