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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 %
RCM
476
Raleigh Capital Management
North Carolina
$164K -$19.6K -388 -11%
PS
477
Principal Securities
Iowa
$142K +$142K +2,816 New
TWC
478
TD Waterhouse Canada
Ontario, Canada
$137K -$3.31K -60 -2%
CIA
479
Cape Investment Advisory
Georgia
$126K -$35.3K -700 -22%
SIS
480
Sound Income Strategies
Florida
$124K +$115K +2,270 +1,176%
NCM
481
Northwest Capital Management
Oregon
$122K +$122K +2,423 New
GFPC
482
Global Financial Private Client
Florida
$106K -$13.6K -269 -11%
CCA
483
Criterion Capital Advisors
Tennessee
$97.6K +$97.6K +1,934 New
MIM
484
Macroview Investment Management
Maryland
$90.5K +$656 +13 +0.7%
Fifth Third Bancorp
485
Fifth Third Bancorp
Ohio
$87K +$73.5K +1,457 +546%
NB
486
NBT Bank
New York
$72.9K +$72.9K +1,445 New
NS
487
NBC Securities
Alabama
$71K +$5.26K +105 +8%
SIC
488
Salem Investment Counselors
North Carolina
$50.7K – – –
RFG
489
REAP Financial Group
Texas
$48.3K +$48.3K +956 New
LFA
490
LGT Financial Advisors
Texas
$45.8K +$34.8K +690 +317%
SC
491
SouthState Corp
Florida
$40.6K +$40.6K +805 New
NSIM
492
North Star Investment Management
Illinois
$33.3K +$33.3K +659 New
HNB
493
Huntington National Bank
Ohio
$32.5K -$51 – –
AP
494
Aspect Partners
Virginia
$29.3K +$29.3K +580 New
Fidelity Investments
495
Fidelity Investments
Massachusetts
$27.7K -$52.1K -1,032 -65%
CSC
496
Caldwell Sutter Capital
California
$26.4K -$2.32K -46 -8%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$17.6K – – –
PA
498
Parallel Advisors
California
$16.3K +$16.3K +323 New
GEA
499
Glen Eagle Advisors
New Jersey
$15.1K +$15.1K +300 New
AWA
500
Alaska Wealth Advisors
Alaska
$13.2K -$3.68K -73 -22%
18 19
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