TFLO icon

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 %
S
501
SignatureFD
Georgia
$13.2K – – –
HIA
502
Harbor Investment Advisory
Maryland
$12K -$404 -8 -3%
MFT
503
Moisand Fitzgerald Tamayo
Florida
$11.9K +$11.9K +235 New
GA
504
GoalVest Advisory
New York
$10.8K -$22.9K -453 -68%
JWM
505
Janiczek Wealth Management
Colorado
$9.59K +$1.51K +30 +19%
PMFA
506
Plante Moran Financial Advisors
Michigan
$8.68K +$8.68K +172 New
CIAS
507
Capital Investment Advisory Services
North Carolina
$7.57K – – –
PCM
508
Penserra Capital Management
California
$7K -$142K -2,991 -95%
PB
509
Pinnacle Bancorp
Nebraska
$6.21K -$4.09K -81 -40%
GI
510
Gradient Investments
Minnesota
$6.21K +$1.26K +25 +26%
NP
511
NorthRock Partners
Minnesota
$6.13K +$6.13K +121 New
IPW
512
Impact Partnership Wealth
Georgia
$6.06K -$8.68K -172 -59%
C
513
Covestor
United Kingdom
$5K -$5.2K -104 -51%
EC
514
EdgeRock Capital
Colorado
$4.47K +$4.47K +88 New
HDIM
515
Hanson & Doremus Investment Management
Vermont
$4K +$4K +71 New
TF
516
Tompkins Financial
New York
$3.48K +$3.48K +69 New
PFM
517
Phillips Financial Management
Indiana
$2.17K +$2.17K +43 New
AWM
518
Atticus Wealth Management
Florida
$1.98K -$27.8K -548 -93%
FPF
519
First Pacific Financial
Washington
$1.62K +$1.62K +32 New
RIL
520
Rothschild Investment LLC
Illinois
$1.51K +$1.51K +30 New
CJ
521
Caitlin John
Michigan
$1.11K +$1.11K +22 New
AT
522
Arlington Trust
Alabama
$606 +$606 +12 New
VAG
523
VisionPoint Advisory Group
Texas
$31 +$31 +1 New
EF
524
Empowered Funds
Pennsylvania
– -$36.3M -718,274 Closed
SMG
525
Smart Money Group
Texas
– -$10.2M -201,653 Closed
19 20
21
22 23