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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

172 hedge funds and large institutions have $2.72B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+60
Holders Change %
+53.57%
% of All Funds
2.97%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.47%
New
72
Increased
63
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$358M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$89.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$109M
5
MAM
5
Madison Asset Management
Wisconsin
$68.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23.5M
2
CF
2
Clarity Financial
Texas
$38.6M
3
DWP
3
Destiny Wealth Partners
Florida
$84K
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.43M
5
SFI
5
SPC Financial Inc
Maryland
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$2.93M +$1.1M +21,731 +60%
LAM
77
LFS Asset Management
California
$2.83M +$196K +3,888 +7%
DC
78
Davenport & Co
Virginia
$2.75M +$2.75M +54,359 New
EH
79
Equitable Holdings
New York
$2.66M +$2.12M +41,974 +394%
GRP
80
Global Retirement Partners
California
$2.65M +$43.8K +867 +2%
FH
81
FWG Holdings
Florida
$2.58M +$2.58M +51,128 New
BFO
82
Boston Family Office
Massachusetts
$2.45M +$2.45M +48,440 New
RJT
83
Raymond James Trust
Florida
$2.39M +$1.41M +27,854 +142%
OC
84
Oppenheimer & Co
New York
$2.36M +$2.15M +42,476 +1,008%
AG
85
Ascent Group
Virginia
$2.35M +$1.9M +37,530 +419%
TWC
86
TD Waterhouse Canada
Ontario, Canada
$2.3M -$86K -1,693 -4%
HCA
87
Heck Capital Advisors
Wisconsin
$2.28M +$2.28M +45,138 New
AIA
88
Arbor Investment Advisors
North Carolina
$2.09M +$497K +9,850 +31%
BWCS
89
Beirne Wealth Consulting Services
Connecticut
$2M +$2M +39,659 New
BIP
90
Blueprint Investment Partners
North Carolina
$1.99M +$1.99M +39,465 New
CAN
91
Claraphi Advisory Network
United States
$1.96M +$831K +16,455 +74%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.81M +$661K +13,089 +58%
APA
93
American Portfolios Advisors
New York
$1.6M -$9.09K -180 -0.6%
TW
94
TrinityPoint Wealth
Connecticut
$1.53M +$1.53M +30,244 New
FFS
95
Founders Financial Securities
Maryland
$1.5M +$1.5M +29,685 New
OCPWS
96
One Charles Private Wealth Services
Massachusetts
$1.42M +$1.42M +28,205 New
TC
97
Titleist Capital
Texas
$1.41M +$1.41M +27,962 New
AI
98
Atria Investments
North Carolina
$1.4M +$1.4M +27,695 New
TCA
99
Transcend Capital Advisors
New Jersey
$1.33M +$1.33M +26,421 New
SFS
100
Sowell Financial Services
Arkansas
$1.33M +$1.33M +26,358 New
2 3
4
5 6