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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
101
Kelly Financial Services
Massachusetts
$11.3M 222,992 +222,992 New
PAG
102
Private Advisor Group
New Jersey
$11.2M 221,515 +18,150 +9%
MMFA
103
Main Management Fund Advisors
California
$10.9M 215,350 -100,200 -32%
IPW
104
IronBridge Private Wealth
Texas
$10.9M 214,091 +41,890 +24%
CRWM
105
Castle Rock Wealth Management
California
$10.8M 213,952 +67,538 +46%
CIAS
106
CFS Investment Advisory Services
New Jersey
$10.8M 211,961 +211,961 New
SW
107
SteelPeak Wealth
California
$10.7M 211,747 +211,747 New
AG
108
Ascent Group
Virginia
$10.7M 211,078 +11,549 +6%
IWP
109
Icon Wealth Partners
Texas
$10.6M 207,928 +207,928 New
APW
110
Austin Private Wealth
Texas
$10.5M 207,729 +207,729 New
SMG
111
Smart Money Group
Texas
$10.2M 201,653 +201,653 New
Prudential Financial
112
Prudential Financial
New Jersey
$10M 197,447 +191,945 +3,489%
SLFPAM
113
St. Louis Financial Planners Asset Management
Missouri
$9.88M 195,437 +29,048 +17%
PG
114
Prostatis Group
Maryland
$9.67M 190,604 +190,604 New
GM
115
GeoWealth Management
Illinois
$9.56M 188,313 +139,761 +288%
CS
116
Comerica Securities
Michigan
$9.5M 187,132 +187,132 New
SFO
117
Stokes Family Office
Louisiana
$8.81M 173,658 +173,658 New
VPP
118
Vertex Planning Partners
Illinois
$8.76M 172,708 +55,189 +47%
SPIA
119
Steward Partners Investment Advisory
New York
$8.7M 171,371 +11,649 +7%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$8.67M 170,941 +73,178 +75%
LCM
121
Lunt Capital Management
Utah
$8.17M 161,075 -34,044 -17%
SW
122
SVB Wealth
Massachusetts
$8.16M 160,835 -18,243 -10%
OWA
123
One Wealth Advisors
California
$7.7M 151,852 +151,852 New
PFG
124
PAX Financial Group
Texas
$7.68M 151,268 +151,268 New
RCS
125
Retirement Capital Strategies
California
$7.67M 151,094 +128,566 +571%
3 4
5
6 7