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 %
TA
526
TrueWealth Advisors
Alabama
– -$262K -5,193 Closed
EIP
527
Ellis Investment Partners
Pennsylvania
– -$253K -5,005 Closed
BCM
528
Beck Capital Management
Texas
– -$250K -4,961 Closed
RFN
529
RDA Financial Network
Iowa
– -$240K -4,759 Closed
GSWM
530
Greenup Street Wealth Management
Michigan
– -$227K -4,507 Closed
Legacy Financial Group (Iowa)
531
Legacy Financial Group (Iowa)
Iowa
– -$226K -4,486 Closed
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
– -$206K -4,084 Closed
T
533
TCWP
Ohio
– -$203K -4,030 Closed
SFPG
534
Stonebridge Financial Planning Group
Florida
– -$201K -3,980 Closed
NRC
535
New Republic Capital
North Carolina
– -$195K -3,863 Closed
RCM
536
Raleigh Capital Management
North Carolina
– -$164K -3,255 Closed
CIA
537
Cape Investment Advisory
Georgia
– -$126K -2,503 Closed
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
– -$87K -1,724 Closed
RFG
539
REAP Financial Group
Texas
– -$48.3K -956 Closed
SC
540
SouthState Corp
Florida
– -$40.6K -805 Closed
NSIM
541
North Star Investment Management
Illinois
– -$33.3K -659 Closed
AP
542
Aspect Partners
Virginia
– -$29.3K -580 Closed
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
– -$17.6K -348 Closed
PA
544
Parallel Advisors
California
– -$16.3K -323 Closed
MFT
545
Moisand Fitzgerald Tamayo
Florida
– -$11.9K -235 Closed
PCM
546
Penserra Capital Management
California
– -$7K -147 Closed
IPW
547
Impact Partnership Wealth
Georgia
– -$6.06K -120 Closed
EC
548
EdgeRock Capital
Colorado
– -$4.47K -88 Closed
HDIM
549
Hanson & Doremus Investment Management
Vermont
– -$4K -71 Closed
TF
550
Tompkins Financial
New York
– -$3.48K -69 Closed
19 20 21
22
23