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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Elmwood Wealth Management
California
$7.6M -$3.58M -70,543 -32%
FH
127
FWG Holdings
Florida
$7.6M +$535K +10,583 +8%
JCM
128
J2 Capital Management
Michigan
$7.57M +$61.4K +1,211 +0.8%
RA
129
RFG Advisory
Alabama
$7.51M +$6.05M +119,209 +414%
VBFG
130
Vishria Bird Financial Group
Tennessee
$7.4M -$20K -394 -0.3%
SOS
131
Silver Oak Securities
Tennessee
$7.37M -$189K -3,723 -2%
CC
132
Cypress Capital
Tennessee
$7.35M +$5.34M +105,287 +266%
BRWA
133
B. Riley Wealth Advisors
Florida
$7.32M +$7.32M +144,283 New
VWM
134
Vigilare Wealth Management
Arizona
$7.02M +$2.97M +58,601 +74%
Betterment LLC
135
Betterment LLC
New York
$7.01M +$7.01M +138,220 New
SFS
136
Security Financial Services
Indiana
$6.95M +$6.95M +137,004 New
Baird Financial Group
137
Baird Financial Group
Wisconsin
$6.95M +$6.95M +136,926 New
TF
138
Trek Financial
Arizona
$6.85M +$6.85M +134,978 New
BPA
139
Beacon Pointe Advisors
California
$6.79M +$6.79M +133,905 New
AIP
140
Almanack Investment Partners
Pennsylvania
$6.58M +$4.46M +87,905 +210%
Creative Planning
141
Creative Planning
Kansas
$6.48M +$1.39M +27,321 +27%
UCFA
142
United Capital Financial Advisors
Texas
$6.47M +$4.19M +82,607 +184%
FFS
143
Founders Financial Securities
Maryland
$6.44M -$1.88M -36,992 -23%
WF
144
Williams Financial
Vermont
$6.42M +$6.42M +126,494 New
T
145
TNF
Montana
$6.28M +$6.28M +123,986 New
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$6.2M +$4.98M +98,080 +405%
KV
147
Kickstand Ventures
New York
$6.2M +$6.2M +122,128 New
LWAM
148
Legacy Wealth Asset Management
Minnesota
$6.17M -$4.7M -92,553 -43%
OAP
149
One Advisory Partners
Kansas
$6.07M +$6.07M +119,604 New
I
150
INVST
Indiana
$6.06M +$6.06M +119,415 New
4 5
6
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