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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
2
AssetMark Inc
California
$71.2M
3
HTC
3
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.8M
5
HA
5
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
LPL Financial
3
LPL Financial
California
$257M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
101
Magnolia Capital Advisors
Mississippi
$6.57M +$446K +8,808 +7%
HCA
102
Heck Capital Advisors
Wisconsin
$6.37M +$2.91M +57,330 +84%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$6.23M -$156M -3,085,721 -96%
FGAM
104
Financial Gravity Asset Management
Texas
$6.16M -$31.9M -631,238 -84%
VHAM
105
Van Hulzen Asset Management
California
$6.02M +$5.58K +110 +0.1%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$6.01M +$2.35M +46,266 +64%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$5.86M -$186M -3,676,565 -97%
AF
108
Allworth Financial
California
$5.77M +$836K +16,501 +17%
KAS
109
Kestra Advisory Services
Texas
$5.64M -$362K -7,136 -6%
TF
110
Trek Financial
Arizona
$5.63M -$1.11M -21,811 -16%
FRA
111
FFG Retirement Advisors
Colorado
$5.36M +$278K +5,484 +5%
RSWA
112
Robinson Smith Wealth Advisors
Maine
$5.36M -$304K -5,994 -5%
MA
113
MKT Advisors
California
$5.28M +$3.27M +64,651 +162%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.2M +$219K +4,325 +4%
SIA
115
Sovereign Investment Advisors
Arizona
$5.19M +$47.1K +929 +0.9%
SWP
116
Stratos Wealth Partners
Ohio
$5.14M +$3.2M +63,116 +165%
PDL
117
Portfolio Design Labs
California
$5.06M -$11.4M -224,665 -69%
MBT
118
Montecito Bank & Trust
California
$4.96M +$58K +1,145 +1%
FFA
119
Farther Finance Advisors
California
$4.92M -$1.51M -30,008 -24%
T
120
TNF
Montana
$4.82M -$1.76M -34,701 -27%
DI
121
Disciplined Investments
Oklahoma
$4.79M +$465K +9,173 +11%
GRP
122
Global Retirement Partners
California
$4.66M -$728K -14,352 -13%
AWA
123
Aquire Wealth Advisors
Utah
$4.66M -$992K -19,577 -18%
DAS
124
Dynamic Advisor Solutions
Arizona
$4.62M +$600K +11,827 +15%
CW
125
CreativeOne Wealth
Kansas
$4.48M +$2.73M +53,907 +156%
3 4
5
6 7