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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APS
51
American Planning Services
Florida
$9.61M +$9.61M +190,539 +112,745%
FH
52
FWG Holdings
Florida
$9.26M +$6.68M +132,523 +259%
EH
53
Equitable Holdings
New York
$9.21M +$6.56M +130,097 +247%
SPIA
54
Steward Partners Investment Advisory
New York
$8.77M +$162K +3,216 +2%
OC
55
Oppenheimer & Co
New York
$8.25M +$5.9M +117,035 +251%
AI
56
Atria Investments
North Carolina
$7.78M +$6.39M +126,698 +457%
VBFG
57
Vishria Bird Financial Group
Tennessee
$7.43M +$1.3M +25,817 +21%
SFI
58
SPC Financial Inc
Maryland
$7.04M -$168M -3,324,320 -96%
SW
59
SVB Wealth
Massachusetts
$6.91M +$3.49M +69,309 +102%
NCM
60
New Capital Management
Texas
$6.86M +$3.41M +67,638 +99%
PWM
61
Perigon Wealth Management
California
$6.8M +$6.51M +129,155 +2,218%
RCS
62
Retirement Capital Strategies
California
$6.8M +$603K +11,958 +10%
CCA
63
Cravens & Co Advisors
Tennessee
$6.77M +$6.77M +134,237 New
SOS
64
Silver Oak Securities
Tennessee
$6.76M -$557K -11,056 -8%
HCA
65
Heck Capital Advisors
Wisconsin
$6.64M +$4.37M +86,598 +192%
MWM
66
Moulton Wealth Management
Washington
$6.52M +$6.52M +129,241 New
JIR
67
James Investment Research
Ohio
$6.45M +$2.13M +42,215 +49%
BFS
68
Bard Financial Services
Connecticut
$6.37M +$5.8M +115,145 +1,024%
OPS
69
Orion Portfolio Solutions
Nebraska
$6.01M +$715K +14,177 +13%
SWM
70
Scissortail Wealth Management
Oklahoma
$5.99M +$5.99M +118,743 New
OA
71
Oxbow Advisors
Texas
$5.82M +$5.82M +115,457 New
MML Investors Services
72
MML Investors Services
Massachusetts
$5.76M +$740K +14,676 +15%
AAS
73
Ameritas Advisory Services
Nebraska
$5.68M +$473K +9,386 +9%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.67M +$1.25M +24,724 +28%
AIA
75
Arbor Investment Advisors
North Carolina
$5.52M +$3.44M +68,216 +165%
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