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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$5.39M -$4.67M -92,239 -46%
DI
102
Disciplined Investments
Oklahoma
$5.38M +$192K +3,791 +4%
SIA
103
Sovereign Investment Advisors
Arizona
$5.32M +$191K +3,768 +4%
MBT
104
Montecito Bank & Trust
California
$5.27M -$33.5K -663 -0.6%
MWM
105
Meridian Wealth Management
Kentucky
$5.2M -$633K -12,504 -11%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.18M -$332K -6,569 -6%
WWS
107
Wellington Wealth Strategies
Indiana
$5.11M -$1.91M -37,664 -27%
SW
108
SteelPeak Wealth
California
$5.07M +$4.44M +87,733 +704%
NA
109
NewEdge Advisors
Louisiana
$4.98M -$3.05M -60,341 -38%
SAI
110
Savvy Advisors Inc
New York
$4.91M +$2.85M +56,413 +139%
Millennium Management
111
Millennium Management
New York
$4.84M +$2.81M +55,496 +138%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$4.7M -$2.37M -46,762 -33%
SA
113
Sanctuary Advisors
Indiana
$4.54M -$851K -16,827 -16%
AAS
114
Avantax Advisory Services
Texas
$4.44M -$57.9K -1,145 -1%
AF
115
Allworth Financial
California
$4.43M -$450K -8,902 -9%
KPWS
116
Kestra Private Wealth Services
Texas
$4.32M +$1.1M +21,676 +34%
NCM
117
New Capital Management
Texas
$4.3M -$42.6K -842 -1%
WA
118
WESPAC Advisors
California
$4.27M -$255K -5,036 -6%
FFA
119
Farther Finance Advisors
California
$4.21M -$192K -3,799 -4%
PCP
120
Proficio Capital Partners
Massachusetts
$4.2M -$3.28M -64,885 -44%
TF
121
Trek Financial
Arizona
$4.2M -$1.53M -30,195 -27%
WI
122
Wintrust Investments
Illinois
$3.97M -$40.8M -806,967 -91%
FH
123
FWG Holdings
Florida
$3.92M +$308K +6,092 +9%
RSWA
124
Robinson Smith Wealth Advisors
Maine
$3.89M -$1.77M -35,020 -31%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$3.87M -$3.63M -71,784 -48%
3 4
5
6 7