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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
101
Legacy Wealth Asset Management
Minnesota
$10.7M +$4.54M +89,933 +74%
BTI
102
Blue Trust Inc
Georgia
$10.5M +$10.5M +207,859 New
EW
103
Element Wealth
Mississippi
$10.3M -$3.24M -64,225 -24%
IWA
104
Icon Wealth Advisors
Texas
$10M +$10M +198,399 New
Prudential Financial
105
Prudential Financial
New Jersey
$9.95M -$17.7K -350 -0.2%
SLFPAM
106
St. Louis Financial Planners Asset Management
Missouri
$9.89M +$31.2K +618 +0.3%
VPP
107
Vertex Planning Partners
Illinois
$9.79M +$1.07M +21,212 +12%
CRWM
108
Castle Rock Wealth Management
California
$9.05M -$1.76M -34,892 -16%
SOS
109
Silver Oak Securities
Tennessee
$8.47M +$1.14M +22,647 +16%
SW
110
SteelPeak Wealth
California
$8.44M -$2.24M -44,451 -21%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$8.35M -$8.96M -177,029 -52%
SFO
112
Stokes Family Office
Louisiana
$8.2M -$569K -11,281 -6%
LCM
113
Lunt Capital Management
Utah
$7.94M -$192K -3,813 -2%
SFS
114
Security Financial Services
Indiana
$7.63M +$713K +14,133 +10%
CC
115
Cypress Capital
Tennessee
$7.43M +$119K +2,349 +2%
SHIM
116
Stone House Investment Management
Pennsylvania
$7.43M -$13.6M -270,051 -65%
PCM
117
Pennsylvania Capital Management
Pennsylvania
$7.34M -$8.24M -163,232 -53%
VBFG
118
Vishria Bird Financial Group
Tennessee
$7.27M -$87.6K -1,736 -1%
OWA
119
One Wealth Advisors
California
$7.13M -$531K -10,519 -7%
GF
120
Gries Financial
Ohio
$7.12M +$1.45M +28,648 +25%
TWM
121
TSA Wealth Management
Texas
$7.09M +$7.09M +140,472 New
Creative Planning
122
Creative Planning
Kansas
$7.08M +$643K +12,742 +10%
Betterment LLC
123
Betterment LLC
New York
$7.08M +$102K +2,029 +1%
AIP
124
Almanack Investment Partners
Pennsylvania
$7.03M +$484K +9,583 +7%
RA
125
RFG Advisory
Alabama
$6.91M -$557K -11,041 -7%
3 4
5
6 7