TFLO icon

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
476
WealthPLAN Partners
Nebraska
– -$1.35M -26,674 Closed
TAM
477
Titleist Asset Management
Texas
– -$1.31M -25,875 Closed
CIA
478
Concurrent Investment Advisors
Florida
– -$1.22M -24,236 Closed
SWP
479
ShoreHaven Wealth Partners
New Jersey
– -$1.22M -24,166 Closed
WIA
480
World Investment Advisors
California
– -$1.15M -22,711 Closed
GWP
481
Gateway Wealth Partners
Wisconsin
– -$1.07M -21,197 Closed
PCM
482
Prelude Capital Management
New York
– -$1.01M -20,000 Closed
AWA
483
Arete Wealth Advisors
Illinois
– -$959K -19,002 Closed
MWS
484
Maxwell Wealth Strategies
California
– -$936K -18,549 Closed
BWA
485
BCU Wealth Advisors
Illinois
– -$896K -17,745 Closed
CCFM
486
Clear Creek Financial Management
Washington
– -$840K -16,636 Closed
CAL
487
Capital Analysts LLC
Pennsylvania
– -$814K -16,131 Closed
TPWA
488
Twin Peaks Wealth Advisors
California
– -$802K -15,897 Closed
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
– -$773K -15,307 Closed
SPI
490
Sutton Place Investors
New York
– -$759K -15,037 Closed
HIM
491
Hanlon Investment Management
New Jersey
– -$725K -14,373 Closed
TI
492
Trexquant Investment
Connecticut
– -$705K -13,968 Closed
OCPWS
493
One Charles Private Wealth Services
Massachusetts
– -$694K -13,755 Closed
LIA
494
LifePlan Investment Advisors
North Carolina
– -$671K -13,296 Closed
SWA
495
Strata Wealth Advisors
Texas
– -$643K -12,747 Closed
WFC
496
Western Financial Corp
California
– -$617K -12,222 Closed
OP
497
ORG Partners
Indiana
– -$602K -11,932 Closed
CCWM
498
Correct Capital Wealth Management
Missouri
– -$599K -11,873 Closed
BIG
499
Bush Investment Group
Georgia
– -$593K -11,739 Closed
KWM
500
Keebeck Wealth Management
Illinois
– -$590K -11,689 Closed
18 19
20
21 22