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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

112 hedge funds and large institutions have $1.32B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+42
Holders Change %
+60%
% of All Funds
1.89%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.22%
New
49
Increased
41
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$178M
2
AWM
AE Wealth Management
Kansas
$82.4M
3
Bank of America
Bank of America
North Carolina
$89.9M
4
BPWM
Badgley Phelps Wealth Managers
Washington
$62.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$65.3M

Top Sellers

1
Jane Street
Jane Street
New York
$1.83M
2
FTUS
Flow Traders U.S.
New York
$0
3
NQWM
Northwest Quadrant Wealth Management
Oregon
$20.9M
4
SI
Stephens Inc
Arkansas
$861K
5
LNC
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
76
Pinnacle Financial Partners
Tennessee
$388K +$388K +7,716 New
VA
77
Valmark Advisers
Ohio
$337K -$305K -6,047 -47%
APS
78
American Planning Services
Florida
$328K +$328K +6,527 New
BAM
79
Belpointe Asset Management
Nevada
$325K +$325K +6,458 New
Bank of New York Mellon
80
Bank of New York Mellon
New York
$320K +$320K +6,348 New
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$315K +$119K +2,361 +61%
PCFFS
82
Pacific Center for Financial Services
California
$314K +$314K +6,229 New
CA
83
Cetera Advisors
Colorado
$298K +$298K +5,918 New
IWC
84
Integrated Wealth Concepts
Massachusetts
$292K +$53.2K +1,056 +22%
WWM
85
WT Wealth Management
Arizona
$288K +$9.22K +183 +3%
BWP
86
BSW Wealth Partners
Colorado
$268K +$101 +2 +0%
MAM
87
Madison Asset Management
Wisconsin
$236K +$236K +4,675 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$233K +$233K +4,614 New
KAS
89
Kestra Advisory Services
Texas
$218K +$218K +4,321 New
OC
90
Oppenheimer & Co
New York
$212K +$212K +4,213 New
S
91
SignatureFD
Georgia
$210K – – –
DWMG
92
DB Wealth Management Group
California
$137K +$137K +2,723 New
WAM
93
Worth Asset Management
Texas
$130K +$71.8K +1,425 +123%
IRC
94
Investors Research Corp
Georgia
$128K +$11.5K +228 +10%
SWM
95
Selective Wealth Management
Virginia
$100K – – –
US Bancorp
96
US Bancorp
Minnesota
$89K +$89K +1,768 New
Wells Fargo
97
Wells Fargo
California
$78K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$48K +$48K +957 New
FCA
99
FinTrust Capital Advisors
South Carolina
$45K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$40K +$40K +798 New
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4
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