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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

172 hedge funds and large institutions have $2.72B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+60
Holders Change %
+53.57%
% of All Funds
2.97%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.47%
New
72
Increased
63
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$358M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$89.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$109M
5
MAM
5
Madison Asset Management
Wisconsin
$68.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.5M
2
CF
2
Clarity Financial
Texas
$38.6M
3
DWP
3
Destiny Wealth Partners
Florida
$84K
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.43M
5
SFI
5
SPC Financial Inc
Maryland
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFG
51
Vishria Bird Financial Group
Tennessee
$6.14M +$4.06M +80,439 +195%
GM
52
GeoWealth Management
Illinois
$5.92M +$5.92M +117,238 New
JIC
53
JRM Investment Counsel
Nebraska
$5.41M +$5.41M +107,134 New
OPS
54
Orion Portfolio Solutions
Nebraska
$5.3M +$893K +17,685 +20%
AAS
55
Ameritas Advisory Services
Nebraska
$5.21M +$688K +13,626 +15%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.03M +$896K +17,736 +22%
BEC
57
Blue Edge Capital
Virginia
$5.03M -$3.58M -70,981 -42%
SIA
58
Sovereign Investment Advisors
Arizona
$5.01M – – –
JCM
59
J2 Capital Management
Michigan
$4.58M +$4.58M +90,587 New
F4L
60
Fortune 45 LLC
Louisiana
$4.54M +$4.54M +89,885 New
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$4.53M +$4.53M +89,774 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.43M -$5.51M -109,156 -55%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$4.36M +$4.36M +86,232 New
JIR
64
James Investment Research
Ohio
$4.33M +$4.32M +85,456 +31,303%
PAG
65
Private Advisor Group
New Jersey
$4.27M -$3.41M -67,471 -44%
LI
66
LMCG Investments
Massachusetts
$4.17M +$4.17M +82,496 New
AWS
67
Atria Wealth Solutions
New York
$3.83M +$2.79M +55,179 +268%
DI
68
Disciplined Investments
Oklahoma
$3.79M +$3.79M +74,982 New
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$3.73M -$176K -3,499 -5%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$3.56M +$3.56M +70,548 New
NCM
71
New Capital Management
Texas
$3.46M +$238K +4,718 +7%
SW
72
SVB Wealth
Massachusetts
$3.42M +$1.98M +39,249 +138%
MG
73
Mather Group
Illinois
$3.37M +$1.97M +39,100 +142%
CA
74
Cetera Advisors
Colorado
$3.02M +$2.72M +53,822 +909%
AWA
75
Aquire Wealth Advisors
Utah
$2.99M +$2.99M +59,116 New
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3
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