TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
F4L
101
Fortune 45 LLC
Louisiana
$5.15M 101,602 -53,891 -35%
Creative Planning
102
Creative Planning
Kansas
$5.08M 100,297 +20,690 +26%
SIA
103
Sovereign Investment Advisors
Arizona
$5.03M 99,186 – –
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.98M 98,236 -3,156 -3%
CF
105
Clarity Financial
Texas
$4.98M 98,197 +69,275 +240%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$4.95M 97,763 +46,809 +92%
DAS
107
Dynamic Advisor Solutions
Arizona
$4.78M 94,322 -26,545 -22%
PCP
108
Proficio Capital Partners
Massachusetts
$4.69M 92,641 +4,695 +5%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$4.61M 90,953 +6,333 +7%
JIR
110
James Investment Research
Ohio
$4.54M 89,665 -5,902 -6%
LTI
111
Laffer Tengler Investments
Tennessee
$4.48M 88,348 +24,477 +38%
Citadel Advisors
112
Citadel Advisors
Florida
$4.46M 87,956 -97,130 -52%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$4.33M 85,502 -3,932 -4%
AF
114
Allworth Financial
California
$4.31M 84,992 +3,279 +4%
VWM
115
Vigilare Wealth Management
Arizona
$4.04M 79,656 +24,656 +45%
BFG
116
Buttonwood Financial Group
Missouri
$3.9M 77,063 +77,063 New
PFS
117
Prospera Financial Services
Texas
$3.85M 75,905 -71,567 -49%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3.64M 71,764 +614 +0.9%
MA
119
Mutual Advisors
Nebraska
$3.4M 67,178 -11,975 -15%
SFS
120
Sowell Financial Services
Arkansas
$3.36M 66,331 +66,331 New
PP
121
PFS Partners
New Jersey
$3.34M 65,871 +65,871 New
MA
122
MKT Advisors
California
$3.34M 65,826 +65,826 New
KWA
123
KCS Wealth Advisory
California
$3.11M 61,400 +43,734 +248%
HPC
124
HM Payson & Co
Maine
$3.04M 60,000 – –
DI
125
Disciplined Investments
Oklahoma
$3.01M 59,306 -5,100 -8%
3 4
5
6 7