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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
51
Summitry LLC
California
$30M +$30M +594,086 New
SI
52
Stephens Inc
Arkansas
$29.4M +$3.26M +64,598 +12%
WP
53
WealthSource Partners
California
$26.9M -$5.41M -107,143 -17%
JC
54
JB Capital
Connecticut
$26.6M -$1.42M -28,068 -5%
FGAM
55
Financial Gravity Asset Management
Texas
$25.7M +$2.05M +59,969 +9%
HighTower Advisors
56
HighTower Advisors
Illinois
$25M +$3.83M +75,846 +18%
OC
57
Oppenheimer & Co
New York
$24.2M -$1.26M -25,007 -5%
GWA
58
GGM Wealth Advisors
Maryland
$24M -$5.41M -106,811 -18%
SFI
59
SPC Financial Inc
Maryland
$23.6M -$47.6M -942,724 -67%
BFG
60
Beacon Financial Group
Texas
$23.6M +$23.6M +466,898 New
CW
61
Connectus Wealth
Ohio
$22.3M -$7.12M -140,990 -24%
KWAG
62
Kiely Wealth Advisory Group
North Carolina
$22.1M +$22.1M +436,392 New
AI
63
Atria Investments
North Carolina
$22.1M +$305K +6,046 +1%
SI
64
Stash Investments
New York
$22M +$22M +435,488 New
IFS
65
Ifrah Financial Services
Arkansas
$22M +$34.1K +676 +0.2%
FWI
66
Facet Wealth Inc
Maryland
$21.5M +$7.25M +143,468 +51%
NA
67
NewEdge Advisors
Louisiana
$21.1M +$992K +19,622 +5%
AT
68
Arden Trust
Delaware
$21M +$2.42M +47,998 +13%
OPS
69
Orion Portfolio Solutions
Nebraska
$20.7M +$4.7M +93,132 +29%
BCI
70
Brinker Capital Investments
Pennsylvania
$20.7M +$4.7M +93,132 +29%
Victory Capital Management
71
Victory Capital Management
Texas
$20.6M -$176K -3,491 -0.8%
WWM
72
WJ Wealth Management
Arizona
$20.5M -$386K -7,650 -2%
DWA
73
Divergent Wealth Advisors
Utah
$20.1M -$1.13M -22,348 -5%
MWM
74
Moulton Wealth Management
Washington
$19.8M +$395K +7,819 +2%
PCP
75
Proficio Capital Partners
Massachusetts
$18.5M +$635K +12,582 +4%
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3
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