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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$17.9M -$427K -8,451 -2%
CA
77
Cetera Advisors
Colorado
$16.5M +$1.16M +22,967 +8%
PDL
78
Portfolio Design Labs
California
$16.4M +$16.4M +324,483 New
EH
79
Equitable Holdings
New York
$16M +$1.32M +26,151 +9%
SWM
80
Spire Wealth Management
Virginia
$14.9M +$2.66M +52,543 +22%
HGWM
81
Horst & Graben Wealth Management
Oregon
$14.9M +$988K +19,567 +7%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.8M +$927K +18,374 +7%
AAS
83
Avantax Advisory Services
Texas
$14.8M +$1.68M +33,267 +13%
CWM
84
Centurion Wealth Management
Virginia
$14.2M +$2.49M +49,330 +21%
PWM
85
Perigon Wealth Management
California
$14.2M +$803K +15,907 +6%
MCM
86
MV Capital Management
Maryland
$13.7M -$4.61M -91,319 -25%
WCG
87
Weaver Consulting Group
California
$12.8M +$452K +8,963 +4%
BCM
88
Brookstone Capital Management
Illinois
$12.1M +$358K +7,086 +3%
HFA
89
High Falls Advisors
New York
$12.1M -$242K -4,804 -2%
CIAS
90
CFS Investment Advisory Services
New Jersey
$12.1M +$1.38M +27,282 +13%
FIA
91
Foundations Investment Advisors
Arizona
$12M -$6.02M -119,274 -33%
SHJ
92
Sharkey, Howes & Javer
Colorado
$12M -$120K -2,387 -1%
CFGS
93
Concourse Financial Group Securities
Alabama
$11.7M -$1.29M -25,591 -10%
Jane Street
94
Jane Street
New York
$11.5M +$8.47M +167,892 +281%
AG
95
Ascent Group
Virginia
$11.4M +$697K +13,776 +7%
FFS
96
Founders Financial Securities
Maryland
$11.2M +$4.8M +95,048 +75%
APW
97
Austin Private Wealth
Texas
$11M +$528K +10,460 +5%
WMG
98
WESCAP Management Group
California
$10.9M +$5.74M +113,760 +110%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$10.8M +$2.14M +42,451 +25%
KFS
100
Kelly Financial Services
Massachusetts
$10.7M -$522K -10,345 -5%
2 3
4
5 6