TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$2.94M +$125K +2,470 +4%
BFO
127
Boston Family Office
Massachusetts
$2.92M +$74.7K +1,473 +3%
RSWM
128
Robertson Stephens Wealth Management
California
$2.9M -$71.7K -1,415 -2%
HI
129
Harbour Investments
Wisconsin
$2.89M +$2.8M +55,275 +3,105%
MM
130
Main Management
California
$2.74M -$145K -2,857 -5%
MG
131
Mather Group
Illinois
$2.73M -$38.2K -754 -1%
GM
132
GeoWealth Management
Illinois
$2.46M -$2.88M -56,831 -54%
RIA
133
Regal Investment Advisors
Michigan
$2.46M -$227K -4,488 -8%
HSG
134
Helen Stephens Group
Texas
$2.42M -$503K -9,918 -17%
FCIM
135
Fairview Capital Investment Management
California
$2.38M -$15.2K -300 -0.6%
OMC
136
Old Mission Capital
Illinois
$2.29M -$4.53M -89,478 -66%
UCFA
137
United Capital Financial Advisors
Texas
$2.28M -$345K -6,802 -13%
BEC
138
Blue Edge Capital
Virginia
$2.19M -$6.12M -120,718 -74%
AIP
139
Almanack Investment Partners
Pennsylvania
$2.12M +$838K +16,547 +65%
BCM
140
Brookstone Capital Management
Illinois
$2.11M -$345K -6,826 -14%
GWM
141
GSB Wealth Management
Connecticut
$2.02M -$198K -3,899 -9%
CC
142
Cypress Capital
Tennessee
$2.01M +$7.65K +151 +0.4%
SFC
143
Strategic Financial Concepts
Texas
$2M -$436K -8,607 -18%
MSAM
144
Moloney Securities Asset Management
Missouri
$1.95M -$1M -19,743 -34%
CWP
145
Core Wealth Partners
California
$1.91M -$1.73M -34,200 -48%
DWM
146
Destination Wealth Management
California
$1.85M +$595K +11,736 +47%
RJT
147
Raymond James Trust
Florida
$1.83M +$230K +4,542 +14%
CFGS
148
Concourse Financial Group Securities
Alabama
$1.78M -$14.1K -278 -0.8%
GC
149
Guidance Capital
Kentucky
$1.7M +$1.7M +33,587 New
HighTower Advisors
150
HighTower Advisors
Illinois
$1.69M -$47.6K -941 -3%
4 5
6
7 8