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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$8.53M +$2.36M +46,627 +38%
Citadel Advisors
77
Citadel Advisors
Florida
$8.38M +$6.83M +135,078 +442%
PWM
78
Perigon Wealth Management
California
$8.36M -$742K -14,670 -8%
SFI
79
SPC Financial Inc
Maryland
$8.27M -$1.07M -21,240 -11%
EWM
80
Elmwood Wealth Management
California
$8.26M +$1.69M +33,485 +26%
CWMGP
81
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$7.98M +$2.02M +40,004 +34%
SOS
82
Silver Oak Securities
Tennessee
$7.9M +$309K +6,099 +4%
MA
83
Mutual Advisors
Nebraska
$7.75M -$2.12M -41,866 -21%
Creative Planning
84
Creative Planning
Kansas
$7.48M +$1.06M +20,883 +16%
GAM
85
Gotham Asset Management
New York
$7.38M +$7.38M +145,855 New
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$7.37M -$32.9K -650 -0.4%
CWM
87
Centurion Wealth Management
Virginia
$7.29M +$7.29M +143,986 New
VBFG
88
Vishria Bird Financial Group
Tennessee
$7.27M – – –
LCM
89
Lunt Capital Management
Utah
$7.21M -$303K -5,995 -4%
HCA
90
Heck Capital Advisors
Wisconsin
$7.13M +$517K +10,220 +8%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$6.97M -$7.11M -140,526 -50%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$6.93M -$4.51M -89,208 -39%
MA
93
MKT Advisors
California
$6.68M +$2.24M +44,381 +50%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$6.6M +$1.86M +36,784 +39%
VHAM
95
Van Hulzen Asset Management
California
$6.55M +$426K +8,425 +7%
BPA
96
Beacon Pointe Advisors
California
$6.53M -$142K -2,812 -2%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$6.51M +$3.74M +73,881 +135%
PP
98
PFS Partners
New Jersey
$5.98M +$4.42M +87,300 +282%
KIM
99
Karpus Investment Management
New York
$5.67M +$1.32M +26,100 +30%
Goldman Sachs
100
Goldman Sachs
New York
$5.66M -$10.6M -209,611 -65%
2 3
4
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