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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 %
CWM
526
Cornerstone Wealth Management
Missouri
– -$1.65M -32,432 Closed
MSAM
527
Moloney Securities Asset Management
Missouri
– -$1.26M -24,775 Closed
KNW
528
Kesler Norman & Wride
Utah
– -$942K -18,556 Closed
SAMC
529
Spectrum Asset Management (California)
California
– -$941K -18,542 Closed
WC
530
Waterloo Capital
Texas
– -$929K -18,311 Closed
GSC
531
G&S Capital
Colorado
– -$506K -9,976 Closed
VC
532
Veracity Capital
Georgia
– -$383K -7,548 Closed
KWA
533
Kingswood Wealth Advisors
California
– -$374K -7,369 Closed
D
534
Dentgroup
Louisiana
– -$347K -6,840 Closed
NW
535
NewEdge Wealth
Pennsylvania
– -$312K -6,154 Closed
DWM
536
Drive Wealth Management
Utah
– -$304K -6,000 Closed
Fisher Asset Management
537
Fisher Asset Management
Washington
– -$296K -5,835 Closed
TCM
538
Telos Capital Management
California
– -$296K -5,833 Closed
WDC
539
Woodward Diversified Capital
California
– -$289K -5,702 Closed
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
– -$289K -5,700 Closed
WIC
541
Woodmont Investment Counsel
Tennessee
– -$287K -5,665 Closed
PCA
542
Pallas Capital Advisors
Massachusetts
– -$287K -5,647 Closed
Bessemer Group
543
Bessemer Group
New Jersey
– -$254K -5,000 Closed
EL
544
EQ LLC
Washington
– -$248K -4,880 Closed
MAM
545
Milestone Asset Management
Pennsylvania
– -$237K -4,690 Closed
HPC
546
Hobart Private Capital
North Carolina
– -$227K -4,479 Closed
LCGC
547
Legacy Capital Group California
California
– -$223K -4,403 Closed
AFP
548
Ausdal Financial Partners
Iowa
– -$206K -4,054 Closed
FAM
549
Family Asset Management
South Carolina
– -$106K -2,089 Closed
CFB
550
Cullen/Frost Bankers
Texas
– -$25.2K -497 Closed
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