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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$10.1M 199,339 -68,904 -26%
KWAG
77
Kiely Wealth Advisory Group
North Carolina
$10M 198,104 -22,616 -10%
LWAM
78
Legacy Wealth Asset Management
Minnesota
$10M 198,274 +3,109 +2%
UCFA
79
United Capital Financial Advisors
Texas
$9.76M 193,308 -169,639 -47%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$9.25M 183,256 +108,676 +146%
SOS
81
Silver Oak Securities
Tennessee
$9.23M 182,925 +26,743 +17%
EW
82
Element Wealth
Mississippi
$8.97M 177,810 +2,928 +2%
MA
83
MKT Advisors
California
$8.85M 175,000 +42,445 +32%
WMG
84
WESCAP Management Group
California
$8.82M 174,779 -110,210 -39%
MA
85
Mutual Advisors
Nebraska
$8.64M 170,734 +17,546 +11%
HCA
86
Heck Capital Advisors
Wisconsin
$8.62M 170,714 +29,732 +21%
BCI
87
Brinker Capital Investments
Pennsylvania
$8.5M 168,390 -46,648 -22%
OPS
88
Orion Portfolio Solutions
Nebraska
$8.5M 168,390 -46,648 -22%
CPCM
89
Cardinal Point Capital Management
Ontario, Canada
$8.32M 164,759 +97,798 +146%
PWM
90
Perigon Wealth Management
California
$8.3M 164,055 -1,165 -0.7%
EWM
91
Elmwood Wealth Management
California
$8.06M 159,604 -3,546 -2%
CWM
92
Centurion Wealth Management
Virginia
$7.99M 158,379 +14,393 +10%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$7.77M 153,855 +153,855 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$7.75M 153,562 +24,833 +19%
CWMGP
95
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$7.62M 150,963 -6,827 -4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$7.62M 150,905 -28,744 -16%
MWM
97
Meridian Wealth Management
Kentucky
$7.52M 149,001 +46,267 +45%
VHAM
98
Van Hulzen Asset Management
California
$7.37M 146,067 +16,675 +13%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$7.32M 145,076 +8,152 +6%
VBFG
100
Vishria Bird Financial Group
Tennessee
$7.27M 144,030 +447 +0.3%
2 3
4
5 6