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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$131M
2
SFG
Steward Financial Group
Texas
$106M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$432M
2
WA
WestEnd Advisors
North Carolina
$56.4M
3
II
Inspire Investing
Idaho
$0
4
CF
Clarity Financial
Texas
$1.46M
5
MCM
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
126
Divergent Wealth Advisors
Utah
$2.65M +$1.73M +34,266 +189%
UCFA
127
United Capital Financial Advisors
Texas
$2.62M +$1.54M +30,419 +143%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$2.58M +$2.57M +50,798 +32,563%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$2.48M +$698K +13,795 +39%
BCM
130
Brookstone Capital Management
Illinois
$2.46M -$622K -12,303 -20%
SFC
131
Strategic Financial Concepts
Texas
$2.43M +$2.43M +48,117 New
FCIM
132
Fairview Capital Investment Management
California
$2.39M +$50.6K +1,000 +2%
BIP
133
Blueprint Investment Partners
North Carolina
$2.33M +$2.33M +46,053 New
GWM
134
GSB Wealth Management
Connecticut
$2.21M -$1.15M -22,734 -34%
JIC
135
JRM Investment Counsel
Nebraska
$2.06M +$335K +6,625 +19%
BWM
136
BlackDiamond Wealth Management
New York
$2.06M +$1.81M +35,752 +717%
CC
137
Cypress Capital
Tennessee
$2M +$2M +39,479 New
JSA
138
Jacobson & Schmitt Advisors
Wisconsin
$1.97M +$1.97M +38,956 New
IWC
139
Integrated Wealth Concepts
Massachusetts
$1.94M +$22.7K +448 +1%
TC
140
TownSquare Capital
Utah
$1.86M +$967K +19,122 +108%
CFAM
141
Coury Firm Asset Management
Pennsylvania
$1.85M -$2.22M -43,824 -54%
PWP
142
Private Wealth Partners
California
$1.84M +$430K +8,500 +31%
CFGS
143
Concourse Financial Group Securities
Alabama
$1.79M +$1.79M +35,357 +35,714%
HighTower Advisors
144
HighTower Advisors
Illinois
$1.73M -$87.9K -1,737 -5%
FWI
145
Facet Wealth Inc
Maryland
$1.7M +$1.7M +33,683 New
CA
146
Calton & Associates
Florida
$1.63M +$27.3K +539 +2%
WC
147
Waterloo Capital
Texas
$1.62M +$1.62M +32,114 New
RJT
148
Raymond James Trust
Florida
$1.6M +$176K +3,470 +12%
TW
149
TrinityPoint Wealth
Connecticut
$1.59M +$80K +1,581 +5%
CPWMP
150
Cardinal Point Wealth Management Partners
California
$1.48M +$1.48M +29,330 New
4 5
6
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