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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
2
AssetMark Inc
California
$71.2M
3
HTC
3
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.8M
5
HA
5
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
LPL Financial
3
LPL Financial
California
$257M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
76
Element Wealth
Mississippi
$9.52M -$867K -17,103 -8%
SOS
77
Silver Oak Securities
Tennessee
$9.46M +$954K +18,819 +11%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$9.46M +$1.09M +21,442 +13%
UCFA
79
United Capital Financial Advisors
Texas
$8.97M -$58.7M -1,157,233 -87%
CRWM
80
Castle Rock Wealth Management
California
$8.96M -$79.2K -1,569 -0.9%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$8.8M -$179M -3,541,004 -95%
PWM
82
Perigon Wealth Management
California
$8.72M -$5.51M -108,630 -39%
VPP
83
Vertex Planning Partners
Illinois
$8.61M -$1.22M -24,153 -12%
LCM
84
Lunt Capital Management
Utah
$8.44M +$473K +9,334 +6%
BCM
85
Brookstone Capital Management
Illinois
$8.42M -$3.74M -73,753 -31%
PCP
86
Proficio Capital Partners
Massachusetts
$8.3M -$10.3M -203,682 -55%
SHJ
87
Sharkey, Howes & Javer
Colorado
$8.22M -$3.84M -75,727 -32%
AWM
88
AE Wealth Management
Kansas
$8.18M -$30.2M -595,690 -79%
CWA
89
Capital Wealth Alliance
Arizona
$8.14M +$3.17M +62,553 +64%
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$8M +$3.58M +70,646 +81%
OMC
91
Old Mission Capital
Illinois
$7.96M +$7.48M +147,560 +1,573%
CC
92
Cypress Capital
Tennessee
$7.78M +$311K +6,144 +4%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$7.54M +$977K +19,269 +15%
VBFG
94
Vishria Bird Financial Group
Tennessee
$7.33M +$28.2K +556 +0.4%
BRWA
95
B. Riley Wealth Advisors
Florida
$7.32M +$1.53M +30,075 +26%
AIP
96
Almanack Investment Partners
Pennsylvania
$7.11M +$44.2K +871 +0.6%
BPA
97
Beacon Pointe Advisors
California
$6.72M -$6.08K -120 -0.1%
EWM
98
Elmwood Wealth Management
California
$6.72M +$2.61M +51,548 +64%
Creative Planning
99
Creative Planning
Kansas
$6.7M -$412K -8,119 -6%
ATI
100
ARK & TLK Investments
Oklahoma
$6.58M +$207K +4,085 +3%
2 3
4
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