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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLFPAM
126
St. Louis Financial Planners Asset Management
Missouri
$1.71M +$1.71M +33,828 New
HF
127
HRT Financial
New York
$1.68M +$1.68M +33,375 New
BCMLT
128
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M -$41.4M -822,185 -96%
CA
129
Calton & Associates
Florida
$1.6M +$990K +19,634 +163%
TW
130
TrinityPoint Wealth
Connecticut
$1.51M -$15.2K -301 -1%
RJT
131
Raymond James Trust
Florida
$1.42M -$969K -19,219 -41%
PWP
132
Private Wealth Partners
California
$1.4M +$1.4M +27,800 New
TCA
133
Transcend Capital Advisors
New Jersey
$1.34M +$5.5K +109 +0.4%
GDP
134
Great Diamond Partners
Maine
$1.25M +$1.25M +24,805 New
OCPWS
135
One Charles Private Wealth Services
Massachusetts
$1.25M -$173K -3,435 -12%
Creative Planning
136
Creative Planning
Kansas
$1.23M +$467K +9,267 +61%
UCFA
137
United Capital Financial Advisors
Texas
$1.07M +$1.07M +21,315 New
PAG
138
Private Advisory Group
Washington
$1.05M +$1.05M +20,838 New
MSAM
139
Moloney Securities Asset Management
Missouri
$1.04M +$1.04M +20,700 New
DWM
140
Destination Wealth Management
California
$990K +$990K +19,631 New
RA
141
RFG Advisory
Alabama
$943K +$704K +13,969 +295%
DWA
142
Divergent Wealth Advisors
Utah
$913K +$913K +18,117 New
TC
143
TownSquare Capital
Utah
$890K +$890K +17,660 New
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$825K +$13.5K +268 +2%
FEM
145
Fulcrum Equity Management
Texas
$766K -$2.97K -59 -0.4%
ASN
146
Advisory Services Network
Georgia
$753K +$753K +14,943 New
MBT
147
Montecito Bank & Trust
California
$740K +$740K +14,670 New
ACA
148
Aptus Capital Advisors
Alabama
$721K +$721K +14,298 New
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$721K +$721K +14,298 New
KAS
150
Kestra Advisory Services
Texas
$711K +$275K +5,448 +63%
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6
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