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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
New Capital Management
Texas
$4.32M +$25.7K +509 +0.6%
SC
127
Slow Capital
California
$4.29M +$948K +18,778 +28%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$4.2M +$344K +6,820 +9%
AF
129
Allworth Financial
California
$4.19M -$243K -4,806 -5%
Millennium Management
130
Millennium Management
New York
$4.12M -$707K -14,017 -15%
HFA
131
Hershey Financial Advisers
Pennsylvania
$3.99M +$3.99M +79,051 New
WI
132
Wintrust Investments
Illinois
$3.98M +$17.5K +347 +0.4%
RSWA
133
Robinson Smith Wealth Advisors
Maine
$3.87M -$6.01K -119 -0.2%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$3.85M -$838K -16,599 -18%
SI
135
Seeds Investor
New York
$3.79M +$2.62M +51,930 +225%
CCA
136
Cravens & Co Advisors
Tennessee
$3.78M +$608K +12,056 +19%
FGC
137
Financial Gravity Companies
Texas
$3.77M +$163K +3,235 +5%
CW
138
CreativeOne Wealth
Kansas
$3.74M +$124K +2,454 +3%
PCP
139
Proficio Capital Partners
Massachusetts
$3.56M -$633K -12,545 -15%
CTC
140
Central Trust Company
Missouri
$3.55M +$2.03M +40,182 +133%
DAS
141
Dynamic Advisor Solutions
Arizona
$3.47M +$83.2K +1,649 +2%
RCS
142
Retirement Capital Strategies
California
$3.41M +$3.41M +67,493 New
FH
143
FWG Holdings
Florida
$3.34M -$576K -11,394 -15%
AHC
144
Anderson Hoagland & Co
Missouri
$3.34M +$1.32M +26,168 +66%
ASN
145
Advisory Services Network
Georgia
$3.19M +$1.1M +21,738 +52%
MSAM
146
Moloney Securities Asset Management
Missouri
$3.18M +$2.04M +40,338 +177%
AIP
147
Almanack Investment Partners
Pennsylvania
$3.15M -$600K -11,888 -16%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$3.15M -$608K -12,040 -16%
MM
149
Main Management
California
$3.14M -$312K -6,184 -9%
SIA
150
SkyView Investment Advisors
New Jersey
$3.07M -$151K -3,000 -5%
4 5
6
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