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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$131M
2
SFG
2
Steward Financial Group
Texas
$106M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
5
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$432M
2
WA
2
WestEnd Advisors
North Carolina
$56.4M
3
II
3
Inspire Investing
Idaho
$0
4
CF
4
Clarity Financial
Texas
$1.46M
5
MCM
5
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
Connectus Wealth
Ohio
$13.5M +$2.35M +46,369 +21%
FFS
52
Founders Financial Securities
Maryland
$13.5M +$10.9M +216,139 +429%
SW
53
SVB Wealth
Massachusetts
$13.3M +$6.41M +126,716 +92%
LWANC
54
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.9M -$2.43M -48,107 -16%
EW
55
Element Wealth
Mississippi
$12.8M +$1.54M +30,492 +14%
IA
56
IFP Advisors
Florida
$12.5M +$12.4M +247,593 +101,890%
Stifel Financial
57
Stifel Financial
Missouri
$11.7M +$1.72M +33,906 +17%
WCG
58
Weaver Consulting Group
California
$11.5M +$11.5M +227,398 New
MCA
59
Magnolia Capital Advisors
Mississippi
$10.8M +$31K +612 +0.3%
HCA
60
Heck Capital Advisors
Wisconsin
$10.6M +$3.93M +77,592 +59%
EH
61
Equitable Holdings
New York
$10.4M +$1.12M +22,141 +12%
CAAS
62
Capital Asset Advisory Services
Michigan
$10.1M +$10.1M +200,564 New
LWAM
63
Legacy Wealth Asset Management
Minnesota
$10M +$6.69M +132,333 +202%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$9.8M +$9.8M +193,686 New
Citadel Advisors
65
Citadel Advisors
Florida
$9.36M +$9.36M +185,086 New
MMFA
66
Main Management Fund Advisors
California
$9.03M +$9.03M +178,500 New
JCM
67
J2 Capital Management
Michigan
$8.99M +$4.4M +86,995 +96%
NCM
68
New Capital Management
Texas
$8.88M +$1.99M +39,355 +29%
AI
69
Atria Investments
North Carolina
$8.66M +$852K +16,850 +11%
TJHA
70
Thomas J. Herzfeld Advisors
Florida
$8.59M +$8.59M +169,829 New
BEC
71
Blue Edge Capital
Virginia
$8.29M +$3.5M +69,271 +73%
SPIA
72
Steward Partners Investment Advisory
New York
$8.16M -$642K -12,700 -7%
OPS
73
Orion Portfolio Solutions
Nebraska
$8.16M +$2.13M +42,151 +35%
BCI
74
Brinker Capital Investments
Pennsylvania
$8.16M +$7.79M +153,915 +2,068%
F4L
75
Fortune 45 LLC
Louisiana
$7.87M +$3.22M +63,673 +69%
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