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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
76
Disciplined Investments
Oklahoma
$5.38M +$1.6M +31,678 +42%
AWA
77
Aquire Wealth Advisors
Utah
$5.16M +$2.18M +43,207 +73%
PFS
78
Prospera Financial Services
Texas
$5.07M +$5.07M +100,661 New
SIA
79
Sovereign Investment Advisors
Arizona
$5M – – –
PAG
80
Private Advisor Group
New Jersey
$4.85M +$813K +17,036 +20%
BEC
81
Blue Edge Capital
Virginia
$4.77M -$248K -4,914 -5%
AAS
82
Avantax Advisory Services
Texas
$4.69M +$4.69M +93,088 New
F4L
83
Fortune 45 LLC
Louisiana
$4.63M +$97.5K +1,935 +2%
JCM
84
J2 Capital Management
Michigan
$4.58M +$8.97K +178 +0.2%
VPP
85
Vertex Planning Partners
Illinois
$4.27M +$4.27M +84,636 New
VAS
86
Vestmark Advisory Solutions
Massachusetts
$4.16M -$184K -3,657 -4%
AWS
87
Atria Wealth Solutions
New York
$4.06M +$243K +4,813 +6%
CFAM
88
Coury Firm Asset Management
Pennsylvania
$4.06M -$3.29M -65,213 -45%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$3.87M +$1.87M +36,953 +93%
AF
90
Allworth Financial
California
$3.84M +$3.84M +76,179 +146,498%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$3.83M +$3.83M +75,895 New
CWP
92
Core Wealth Partners
California
$3.68M +$3.68M +72,742 New
MA
93
Mutual Advisors
Nebraska
$3.62M +$3.18M +63,155 +731%
MG
94
Mather Group
Illinois
$3.61M +$248K +4,929 +7%
GM
95
GeoWealth Management
Illinois
$3.6M -$2.31M -45,751 -39%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$3.6M -$132K -2,627 -4%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$3.51M -$50.1K -994 -1%
MCI
98
MRP Capital Investments
Georgia
$3.49M +$3.49M +69,179 New
CA
99
Cetera Advisors
Colorado
$3.35M +$342K +6,794 +11%
GWM
100
GSB Wealth Management
Connecticut
$3.35M +$2.13M +42,330 +176%
2 3
4
5 6