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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
2
AssetMark Inc
California
$71.2M
3
HTC
3
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.8M
5
HA
5
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
LPL Financial
3
LPL Financial
California
$257M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$18.3M -$15.5M -306,260 -46%
CA
52
Cetera Advisors
Colorado
$17.6M +$1.02M +20,085 +6%
BlackRock
53
BlackRock
New York
$16.5M -$241M -4,754,601 -94%
EH
54
Equitable Holdings
New York
$16.2M +$114K +2,250 +0.7%
RJA
55
Raymond James & Associates
Florida
$15.1M -$47.3M -932,311 -76%
Citadel Advisors
56
Citadel Advisors
Florida
$14.8M +$12.5M +246,396 +539%
FFS
57
Founders Financial Securities
Maryland
$14.6M +$3.31M +65,267 +29%
WWM
58
WJ Wealth Management
Arizona
$14.4M -$6.14M -121,109 -30%
WMG
59
WESCAP Management Group
California
$13.9M +$2.88M +56,774 +26%
SWM
60
Spire Wealth Management
Virginia
$13.6M -$1.33M -26,171 -9%
NA
61
NewEdge Advisors
Louisiana
$13.5M -$7.64M -150,764 -36%
HA
62
Hamel Associates
New Jersey
$13.3M +$11.8M +232,550 +780%
CWM
63
Centurion Wealth Management
Virginia
$13.2M -$1.11M -21,921 -8%
OPS
64
Orion Portfolio Solutions
Nebraska
$13M -$7.76M -152,991 -37%
BCI
65
Brinker Capital Investments
Pennsylvania
$13M -$7.76M -152,991 -37%
WCG
66
Weaver Consulting Group
California
$13M +$150K +2,964 +1%
SMAM
67
Sugar Maple Asset Management
Wisconsin
$12.6M +$12.6M +248,942 New
HTC
68
Haverford Trust Company
Pennsylvania
$12.6M +$12.6M +248,279 New
OIA
69
OneDigital Investment Advisors
Kansas
$12.2M -$47.8M -943,460 -80%
AT
70
Arden Trust
Delaware
$12.2M -$8.83M -174,239 -42%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$11.9M -$47.5M -936,420 -80%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$11M +$180K +3,546 +2%
SLFPAM
73
St. Louis Financial Planners Asset Management
Missouri
$10.8M +$894K +17,705 +9%
LWAM
74
Legacy Wealth Asset Management
Minnesota
$10.7M -$5.07K -100 -0%
AI
75
Atria Investments
North Carolina
$9.62M -$12.6M -248,019 -57%
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