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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

70 hedge funds and large institutions have $447M invested in iShares Treasury Floating Rate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$131M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$38.6M
3
UBS Group
3
UBS Group
Switzerland
$29.2M
4
NQWM
4
Northwest Quadrant Wealth Management
Oregon
$21.4M
5
Bank of America
5
Bank of America
North Carolina
$21M

Top Sellers

1
CF
1
Clarity Financial
Texas
$51.2M
2
CWA
2
Capital Wealth Alliance
Arizona
$690K
3
MC
3
Matisse Capital
Oregon
$0
4
HAM
4
Hedges Asset Management
Nevada
$0
5
IAN
5
Integrated Advisors Network
Texas
$371K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$239K +$239K +4,739 New
S
52
SignatureFD
Georgia
$209K – – –
CFAM
53
Coury Firm Asset Management
Pennsylvania
$209K +$209K +4,150 New
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$196K +$196K +3,888 New
IRC
55
Investors Research Corp
Georgia
$116K +$25K +497 +27%
SWM
56
Selective Wealth Management
Virginia
$100K – – –
Wells Fargo
57
Wells Fargo
California
$78K -$2.92K -58 -4%
WAM
58
Worth Asset Management
Texas
$58K +$58K +1,155 New
FCA
59
FinTrust Capital Advisors
South Carolina
$45K – – –
FAG
60
Fortitude Advisory Group
Washington
$41K +$22.2K +443 +118%
CP
61
Castleview Partners
Texas
$16K +$16K +330 New
JIR
62
James Investment Research
Ohio
$14K – – –
BHWM
63
Bay Harbor Wealth Management
Maryland
$10K +$10K +195 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$8K – – –
LS
65
Leelyn Smith
Illinois
$6K – – –
SWM
66
Spire Wealth Management
Virginia
$4K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$4K +$4K +80 New
IA
68
IFP Advisors
Florida
$2K +$1.29K +22 +183%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$2K +$2K +50 New
FGAM
70
Financial Gravity Asset Management
Texas
$30 – – –
MC
71
Matisse Capital
Oregon
– -$442K -8,800 Closed
HAM
72
Hedges Asset Management
Nevada
– -$201K -4,000 Closed
EC
73
Estate Counselors
Wisconsin
– -$70K -1,400 Closed
FFG
74
Ford Financial Group
California
– -$45 -911 Closed
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