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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$3.77M +$2.48M +48,944 +191%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$3.77M -$578K -11,422 -13%
AIP
128
Almanack Investment Partners
Pennsylvania
$3.76M -$44.3K -876 -1%
CW
129
CreativeOne Wealth
Kansas
$3.62M -$2.08M -41,126 -36%
FGC
130
Financial Gravity Companies
Texas
$3.62M +$3.62M +71,561 New
IWS
131
Insight Wealth Strategies
California
$3.6M -$7.89M -155,893 -69%
MM
132
Main Management
California
$3.46M -$362K -7,153 -9%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$3.4M -$15M -296,923 -82%
DAS
134
Dynamic Advisor Solutions
Arizona
$3.39M -$1.21M -23,879 -26%
CPCM
135
Cardinal Point Capital Management
Ontario, Canada
$3.39M -$1.01M -20,027 -23%
SC
136
Slow Capital
California
$3.35M -$337K -6,658 -9%
SIA
137
SkyView Investment Advisors
New Jersey
$3.23M +$3.23M +63,755 New
CCA
138
Cravens & Co Advisors
Tennessee
$3.18M -$1.34M -26,463 -30%
Jane Street
139
Jane Street
New York
$3.15M -$26.3M -520,024 -89%
CFA
140
Cahill Financial Advisors
Minnesota
$3.1M -$656K -12,961 -17%
OP
141
ORG Partners
Indiana
$3.07M +$752K +14,872 +32%
APS
142
American Planning Services
Florida
$3.03M +$17.5K +346 +0.6%
DL
143
DOHJ LLC
Washington
$3.02M +$2.81M +55,655 +1,287%
PFA
144
Professional Financial Advisors
Nebraska
$3.02M +$334K +6,593 +12%
PAS
145
Park Avenue Securities
New York
$3.02M -$822K -16,240 -21%
IP
146
Ignite Planners
California
$2.73M +$343K +6,772 +14%
JIR
147
James Investment Research
Ohio
$2.67M -$279K -5,516 -9%
FFN
148
Focus Financial Network
Minnesota
$2.63M +$925K +18,288 +54%
CL
149
Choreo LLC
Illinois
$2.57M -$245K -4,835 -9%
WA
150
Waverly Advisors
Alabama
$2.48M +$1.68M +33,166 +210%
4 5
6
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