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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$16.1M 318,527 +14,026 +5%
MMFA
52
Main Management Fund Advisors
California
$16M 315,550 +137,050 +77%
EST
53
EA Series Trust
Pennsylvania
$15.8M 312,431 +312,431 New
EF
54
Empowered Funds
Pennsylvania
$15.8M 312,431 +312,431 New
APS
55
American Planning Services
Florida
$15.1M 298,046 -78,053 -21%
IA
56
IFP Advisors
Florida
$14.7M 290,852 +43,016 +17%
PIWA
57
Prevail Innovative Wealth Advisors
Kansas
$14.6M 287,824 +287,824 New
JAG
58
Journey Advisory Group
Kentucky
$13.9M 275,001 -6,563 -2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$13.7M 270,512 +121,841 +82%
HCA
60
Heck Capital Advisors
Wisconsin
$13.5M 267,169 +57,841 +28%
LWANC
61
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.4M 264,505 +10,137 +4%
EW
62
Element Wealth
Mississippi
$13.2M 260,843 +7,636 +3%
EH
63
Equitable Holdings
New York
$13.1M 258,982 +54,117 +26%
WCG
64
Weaver Consulting Group
California
$12M 236,625 +9,227 +4%
EWM
65
Elmwood Wealth Management
California
$11.2M 220,329 -56,895 -21%
LWAM
66
Legacy Wealth Asset Management
Minnesota
$10.9M 214,180 +16,425 +8%
PAG
67
Private Advisor Group
New Jersey
$10.3M 203,365 +100,704 +98%
AG
68
Ascent Group
Virginia
$10.1M 199,529 +94,841 +91%
LCM
69
Lunt Capital Management
Utah
$9.89M 195,119 +195,119 New
Jane Street
70
Jane Street
New York
$9.18M 181,167 -160,982 -47%
AI
71
Atria Investments
North Carolina
$9.1M 179,686 +8,443 +5%
OPS
72
Orion Portfolio Solutions
Nebraska
$9.1M 179,532 +18,175 +11%
BCI
73
Brinker Capital Investments
Pennsylvania
$9.1M 179,532 +18,175 +11%
SW
74
SVB Wealth
Massachusetts
$9.07M 179,078 -84,636 -32%
FTUS
75
Flow Traders U.S.
New York
$8.81M 173,887 +173,887 New
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