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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$40.4M 799,596 +24,469 +3%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$39.9M 790,231 +122,515 +18%
Osaic Holdings
28
Osaic Holdings
Arizona
$39.1M 775,108 -163,973 -17%
Stifel Financial
29
Stifel Financial
Missouri
$39M 772,718 +89,768 +13%
Wells Fargo
30
Wells Fargo
California
$36.3M 718,491 +61,262 +9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$34.7M 687,900 +59,141 +9%
LC
32
Landaas & Company
Wisconsin
$32.8M 649,654 -183,891 -22%
SI
33
Stash Investments
New York
$31.7M 628,144 +40,018 +7%
AIA
34
Acute Investment Advisory
Arizona
$31.2M 618,863 -493,205 -44%
PDL
35
Portfolio Design Labs
California
$31.1M 616,781 +100,781 +20%
NRI
36
NFP Retirement Inc
California
$29.9M 593,405 -28,298 -5%
FWI
37
Facet Wealth Inc
Maryland
$29.9M 591,221 +31,972 +6%
GM
38
GeoWealth Management
Illinois
$29.6M 587,357 -285,349 -33%
SL
39
Summitry LLC
California
$26.5M 525,981 +42,416 +9%
IFS
40
Ifrah Financial Services
Arkansas
$24.8M 491,320 +8,651 +2%
MML Investors Services
41
MML Investors Services
Massachusetts
$24.4M 484,387 -64,265 -12%
LC
42
Luminist Capital
Michigan
$24.2M 447,222 +447,222 New
WCG
43
Weaver Consulting Group
California
$24.1M 476,816 +128,888 +37%
OIA
44
OneDigital Investment Advisors
Kansas
$23.9M 473,749 -281,702 -37%
LWANC
45
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.1M 457,140 +11,649 +3%
BFG
46
Beacon Financial Group
Texas
$20.4M 403,397 -12,263 -3%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$19M 376,617 +231,062 +159%
CC
48
Cypress Capital
Tennessee
$18.9M 374,992 -1,645 -0.4%
AG
49
Ascent Group
Virginia
$18.7M 369,562 +27,651 +8%
OAS
50
Optivise Advisory Services
Tennessee
$18.1M 357,918 -313,478 -47%
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