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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
2
AssetMark Inc
California
$71.2M
3
HTC
3
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.8M
5
HA
5
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
LPL Financial
3
LPL Financial
California
$257M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
126
Spectrum Wealth Counsel
Indiana
$4.46M +$111K +2,182 +3%
MM
127
Main Management
California
$4.46M -$204K -4,033 -4%
NCM
128
New Capital Management
Texas
$4.45M -$310K -6,113 -7%
Betterment LLC
129
Betterment LLC
New York
$4.41M -$2.7M -53,269 -38%
AAS
130
Avantax Advisory Services
Texas
$4.32M -$10.5M -207,292 -71%
WA
131
WESPAC Advisors
California
$4.28M -$216K -4,266 -5%
SW
132
SVB Wealth
Massachusetts
$4.23M -$1M -19,775 -19%
Jane Street
133
Jane Street
New York
$4.2M -$7.35M -144,931 -64%
RA
134
RFG Advisory
Alabama
$4.12M -$2.82M -55,696 -41%
SFC
135
Strategic Financial Concepts
Texas
$4.08M +$444K +8,752 +12%
JIR
136
James Investment Research
Ohio
$4.04M -$312K -6,153 -7%
Cerity Partners
137
Cerity Partners
New York
$4.02M -$554K -10,934 -12%
PA
138
PFG Advisors
Arizona
$3.8M -$587K -11,576 -13%
GF
139
Gries Financial
Ohio
$3.72M -$3.43M -67,704 -48%
FH
140
FWG Holdings
Florida
$3.68M -$620K -12,256 -14%
APS
141
American Planning Services
Florida
$3.44M -$147K -2,902 -4%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$3.42M -$659K -13,009 -16%
HFA
143
High Falls Advisors
New York
$3.3M -$8.86M -174,875 -73%
CFA
144
Cahill Financial Advisors
Minnesota
$3.23M -$1.5M -29,598 -32%
WWA
145
WCG Wealth Advisors
Nevada
$3.17M +$2.51M +49,473 +379%
KIM
146
Karpus Investment Management
New York
$3.14M +$1.76M +34,700 +128%
AAS
147
Ameritas Advisory Services
Nebraska
$3.13M +$723K +14,310 +30%
TFGT
148
TS Financial Group (TSFG)
Illinois
$3.03M +$3.03M +59,790 New
WWS
149
Wellington Wealth Strategies
Indiana
$3.02M +$3.02M +59,642 New
F4L
150
Fortune 45 LLC
Louisiana
$2.98M -$34.7K -683 -1%
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