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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
MCA
101
Magnolia Capital Advisors
Mississippi
$7.17M 142,071 +123,405 +661%
GAM
102
Gotham Asset Management
New York
$7.13M 141,333 -4,522 -3%
CWA
103
Capital Wealth Alliance
Arizona
$6.77M 134,194 -56,623 -30%
HA
104
Hamel Associates
New Jersey
$6.74M 133,595 -57,890 -30%
GCM
105
Generation Capital Management
New York
$6.7M 132,692 +132,692 New
BPA
106
Beacon Pointe Advisors
California
$6.49M 128,519 -441 -0.3%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$6.43M 127,337 -3,147 -2%
SW
108
SVB Wealth
Massachusetts
$6.21M 123,099 +123,099 New
SAI
109
Savvy Advisors Inc
New York
$5.73M 113,487 +16,504 +17%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.67M 112,287 +9,964 +10%
MBT
111
Montecito Bank & Trust
California
$5.64M 111,781 +7,617 +7%
CCA
112
Cypress Capital Advisors
Tennessee
$5.55M 110,050 +110,050 New
SA
113
Sovran Advisors
California
$5.4M 106,740 +106,740 New
SIA
114
Sovereign Investment Advisors
Arizona
$5.39M 106,809 +1,642 +2%
TF
115
Trek Financial
Arizona
$5.36M 106,158 +23,114 +28%
AWM
116
AE Wealth Management
Kansas
$5.15M 101,993 -4,533 -4%
DI
117
Disciplined Investments
Oklahoma
$5.12M 101,530 -4,709 -4%
SW
118
SteelPeak Wealth
California
$4.86M 96,275 -3,925 -4%
MAG
119
Members Advisory Group
New York
$4.81M 95,224 +95,224 New
GS
120
GTS Securities
New York
$4.76M 94,306 +84,021 +817%
LFS
121
Littlejohn Financial Services
Oregon
$4.64M 91,932 +91,932 New
AAS
122
Avantax Advisory Services
Texas
$4.63M 91,656 +3,945 +4%
SA
123
Sanctuary Advisors
Indiana
$4.58M 90,443 +730 +0.8%
PP
124
PFS Partners
New Jersey
$4.51M 89,420 -28,813 -24%
WWS
125
Wellington Wealth Strategies
Indiana
$4.33M 85,652 -15,225 -15%
3 4
5
6 7