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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 %
GSC
101
G&S Capital
Colorado
$4.71M +$4.14M +81,791 +729%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$4.52M +$2.09M +41,234 +86%
PCP
103
Proficio Capital Partners
Massachusetts
$4.45M +$4.45M +87,946 New
VAS
104
Vestmark Advisory Solutions
Massachusetts
$4.28M +$103K +2,045 +2%
AF
105
Allworth Financial
California
$4.13M +$277K +5,482 +7%
AWA
106
Aquire Wealth Advisors
Utah
$4.11M -$1.07M -21,166 -21%
Creative Planning
107
Creative Planning
Kansas
$4.03M +$2.79M +55,135 +225%
MA
108
Mutual Advisors
Nebraska
$4M +$372K +7,360 +10%
CWP
109
Core Wealth Partners
California
$3.63M -$45.4K -898 -1%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$3.6M +$80.7K +1,596 +2%
DI
111
Disciplined Investments
Oklahoma
$3.26M -$2.14M -42,254 -40%
LTI
112
Laffer Tengler Investments
Tennessee
$3.23M +$3.23M +63,871 New
TAM
113
Titleist Asset Management
Texas
$3.15M +$3.15M +62,227 New
WA
114
Win Advisors
Florida
$3.04M +$3.04M +60,095 New
HPC
115
HM Payson & Co
Maine
$3.04M – – –
RSWM
116
Robertson Stephens Wealth Management
California
$2.97M +$2.97M +58,650 New
MSAM
117
Moloney Securities Asset Management
Missouri
$2.95M +$1.9M +37,554 +181%
HSG
118
Helen Stephens Group
Texas
$2.92M +$2.28M +45,042 +355%
MM
119
Main Management
California
$2.88M +$1.06M +20,971 +58%
BFO
120
Boston Family Office
Massachusetts
$2.84M +$559K +11,052 +25%
TCWM
121
Total Clarity Wealth Management
Illinois
$2.83M +$950K +18,780 +51%
DC
122
Davenport & Co
Virginia
$2.81M +$87.6K +1,731 +3%
VWM
123
Vigilare Wealth Management
Arizona
$2.78M +$2.78M +55,000 New
MG
124
Mather Group
Illinois
$2.76M -$859K -16,979 -24%
RIA
125
Regal Investment Advisors
Michigan
$2.68M +$324K +6,399 +14%
3 4
5
6 7