TFLO icon

iShares Treasury Floating Rate Bond ETF

172 hedge funds and large institutions have $2.72B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+60
Holders Change %
+53.57%
% of All Funds
2.97%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.47%
New
72
Increased
63
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
126
Truepoint Inc
Ohio
$394K
SWM
127
Spire Wealth Management
Virginia
$388K +$384K +7,600 +9,157%
KWA
128
KCS Wealth Advisory
California
$379K +$379K +7,500 New
FHA
129
Flagship Harbor Advisors
Massachusetts
$368K +$135K +2,667 +58%
RF
130
Resolute Financial
Massachusetts
$351K +$351K +6,950 New
VA
131
Valmark Advisers
Ohio
$338K
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$338K +$22.8K +452 +7%
ACM
133
Absolute Capital Management
Pennsylvania
$331K -$67.7K -1,341 -17%
IWC
134
Integrated Wealth Concepts
Massachusetts
$320K +$27.4K +543 +9%
PWM
135
Perigon Wealth Management
California
$294K +$294K +5,824 New
BWP
136
BSW Wealth Partners
Colorado
$268K +$454 +9 +0.2%
PWM
137
PBMares Wealth Management
Virginia
$247K +$247K +4,900 New
RA
138
RFG Advisory
Alabama
$239K +$239K +4,731 New
RIA
139
Regal Investment Advisors
Michigan
$234K +$234K +4,631 New
ETC
140
Exchange Traded Concepts
Oklahoma
$231K +$231K +4,583 New
BWM
141
BlackDiamond Wealth Management
New York
$223K +$223K +4,420 New
BAM
142
Belpointe Asset Management
Nevada
$222K -$105K -2,070 -32%
DWMG
143
DB Wealth Management Group
California
$214K +$76.6K +1,518 +56%
S
144
SignatureFD
Georgia
$210K
ARC
145
Advisor Resource Council
Texas
$207K +$207K +4,100 New
IRC
146
Investors Research Corp
Georgia
$152K +$24.1K +478 +19%
CF
147
Centaurus Financial
California
$116K +$116K +2,297 New
Wells Fargo
148
Wells Fargo
California
$114K +$35.4K +699 +45%
SWM
149
Selective Wealth Management
Virginia
$100K
PCFFS
150
Pacific Center for Financial Services
California
$99K -$215K -4,266 -68%