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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$18.4M -$176K -3,469 -0.9%
WCG
52
Weaver Consulting Group
California
$17.6M +$5.46M +107,944 +45%
AG
53
Ascent Group
Virginia
$17.3M +$14.3M +282,502 +476%
FTUS
54
Flow Traders U.S.
New York
$15.9M +$13.2M +261,470 +497%
WMG
55
WESCAP Management Group
California
$14.4M +$177K +3,502 +1%
EH
56
Equitable Holdings
New York
$14M -$2.62M -51,757 -16%
SMAM
57
Sugar Maple Asset Management
Wisconsin
$13.9M +$540K +10,671 +4%
HighTower Advisors
58
HighTower Advisors
Illinois
$13.8M -$12.2M -241,892 -47%
FFS
59
Founders Financial Securities
Maryland
$13.6M -$595K -11,752 -4%
SLFPAM
60
St. Louis Financial Planners Asset Management
Missouri
$13.5M +$957K +18,978 +8%
AWS
61
Atria Wealth Solutions
New York
$13.2M -$42.8K -846 -0.3%
GRP
62
Global Retirement Partners
California
$12.2M +$1.71M +33,787 +16%
CRWM
63
Castle Rock Wealth Management
California
$11.8M +$2.72M +53,880 +30%
ATI
64
ARK & TLK Investments
Oklahoma
$11.4M +$110K +2,173 +1%
KWAG
65
Kiely Wealth Advisory Group
North Carolina
$11.1M -$10.5M -208,678 -49%
BCI
66
Brinker Capital Investments
Pennsylvania
$10.9M -$3.32M -65,533 -23%
OPS
67
Orion Portfolio Solutions
Nebraska
$10.9M -$3.32M -65,533 -23%
RJA
68
Raymond James & Associates
Florida
$10.6M -$4.94M -97,633 -32%
AI
69
Atria Investments
North Carolina
$10M +$391K +7,724 +4%
VPP
70
Vertex Planning Partners
Illinois
$9.89M +$1.81M +35,673 +22%
LWAM
71
Legacy Wealth Asset Management
Minnesota
$9.88M -$2.91M -57,469 -23%
HA
72
Hamel Associates
New Jersey
$9.69M +$391K +7,735 +4%
CWA
73
Capital Wealth Alliance
Arizona
$9.66M +$2.24M +44,318 +30%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$9.09M +$1.59M +31,431 +21%
EW
75
Element Wealth
Mississippi
$8.85M -$454K -8,974 -5%
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