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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
JCM
51
J2 Capital Management
Michigan
$17.1M 339,028 +339,028 New
GWA
52
GGM Wealth Advisors
Maryland
$16.7M 331,643 -100,905 -23%
AWS
53
Atria Wealth Solutions
New York
$15.2M 301,609 +41,007 +16%
OA
54
Oxbow Advisors
Texas
$14.9M 295,826 -2,380,536 -89%
MWM
55
Moulton Wealth Management
Washington
$14.4M 285,872 -99,202 -26%
MAM
56
Madison Asset Management
Wisconsin
$14.3M 283,868 -357,157 -56%
MIA
57
Madison Investment Advisors
Wisconsin
$14.3M 283,868 +283,868 New
EH
58
Equitable Holdings
New York
$14.3M 282,724 +6,778 +2%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$14M 277,064 +244,411 +749%
LCM
60
Lunt Capital Management
Utah
$13.9M 276,209 +133,715 +94%
HighTower Advisors
61
HighTower Advisors
Illinois
$13.9M 275,164 +3,299 +1%
ATI
62
ARK & TLK Investments
Oklahoma
$13.5M 268,002 +43,449 +19%
SLFPAM
63
St. Louis Financial Planners Asset Management
Missouri
$13.4M 266,036 -1,853 -0.7%
SMAM
64
Sugar Maple Asset Management
Wisconsin
$13.2M 260,625 -13,520 -5%
FFA
65
Farther Finance Advisors
California
$12.9M 255,399 +172,114 +207%
FTUS
66
Flow Traders U.S.
New York
$12.5M 247,365 -66,686 -21%
GRP
67
Global Retirement Partners
California
$12M 237,470 -3,718 -2%
CRWM
68
Castle Rock Wealth Management
California
$11.9M 235,027 +2,118 +0.9%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$11.9M 235,470 +168,220 +250%
Betterment LLC
70
Betterment LLC
New York
$11.5M 228,078 -246,911 -52%
VPP
71
Vertex Planning Partners
Illinois
$11.3M 224,207 +28,757 +15%
AI
72
Atria Investments
North Carolina
$11.2M 222,587 +24,045 +12%
Creative Planning
73
Creative Planning
Kansas
$10.8M 214,064 +66,327 +45%
Cerity Partners
74
Cerity Partners
New York
$10.6M 210,168 +41,567 +25%
SFG
75
Stonebridge Financial Group
Pennsylvania
$10.3M 203,865 +203,865 New
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