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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$131M
2
SFG
2
Steward Financial Group
Texas
$106M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
5
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$432M
2
WA
2
WestEnd Advisors
North Carolina
$56.4M
3
II
3
Inspire Investing
Idaho
$0
4
CF
4
Clarity Financial
Texas
$1.46M
5
MCM
5
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$7.6M +$1.81M +35,821 +31%
NA
77
NewEdge Advisors
Louisiana
$7.55M -$3.28M -64,827 -30%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$7.52M +$3.64M +71,977 +94%
PWM
79
Perigon Wealth Management
California
$7.52M +$691K +13,664 +10%
WWM
80
WJ Wealth Management
Arizona
$7.48M -$4.86M -96,041 -39%
PFS
81
Prospera Financial Services
Texas
$7.46M +$2.37M +46,811 +47%
VBFG
82
Vishria Bird Financial Group
Tennessee
$7.42M -$40.3K -796 -0.5%
SOS
83
Silver Oak Securities
Tennessee
$7.37M +$583K +11,517 +9%
OMC
84
Old Mission Capital
Illinois
$6.82M +$6.82M +134,767 New
Wells Fargo
85
Wells Fargo
California
$6.61M +$6.53M +129,143 +8,326%
AAS
86
Avantax Advisory Services
Texas
$6.44M +$1.73M +34,216 +37%
DAS
87
Dynamic Advisor Solutions
Arizona
$6.11M +$6.11M +120,867 New
PCM
88
Pennsylvania Capital Management
Pennsylvania
$6.09M +$5.85M +115,701 +2,428%
SLFPAM
89
St. Louis Financial Planners Asset Management
Missouri
$5.94M +$4.23M +83,611 +247%
GM
90
GeoWealth Management
Illinois
$5.33M +$1.72M +33,896 +47%
AAS
91
Ameritas Advisory Services
Nebraska
$5.33M -$372K -7,349 -7%
AG
92
Ascent Group
Virginia
$5.3M +$2.45M +48,439 +86%
KLC
93
Knowledge Leaders Capital
Colorado
$5.21M +$5.21M +102,978 New
PAG
94
Private Advisor Group
New Jersey
$5.19M +$52.5K +1,038 +1%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13M -$559K -11,044 -10%
SIA
96
Sovereign Investment Advisors
Arizona
$5.02M – – –
RCS
97
Retirement Capital Strategies
California
$4.9M -$1.93M -38,087 -28%
JIR
98
James Investment Research
Ohio
$4.84M -$1.64M -32,377 -25%
FH
99
FWG Holdings
Florida
$4.83M -$4.46M -88,131 -48%
VPP
100
Vertex Planning Partners
Illinois
$4.76M +$482K +9,524 +11%
2 3
4
5 6