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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
Trilogy Capital
California
$683K +$683K +13,555 New
PTC
152
Private Trust Company
Ohio
$647K +$161K +3,197 +33%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$645K +$645K +12,798 New
HSG
154
Helen Stephens Group
Texas
$640K +$640K +12,693 New
SPC
155
Sigma Planning Corp
Michigan
$630K +$141K +2,802 +29%
CWA
156
Capital Wealth Alliance
Arizona
$627K -$4.79K -95 -0.8%
BIA
157
Bigelow Investment Advisors
Maine
$622K +$14.8K +294 +2%
WIC
158
Woodmont Investment Counsel
Tennessee
$601K -$58K -1,150 -9%
GSC
159
G&S Capital
Colorado
$566K +$566K +11,225 New
BAM
160
BTS Asset Management
Massachusetts
$537K +$58.5K +1,161 +12%
IAN
161
Integrated Advisors Network
Texas
$527K – – –
FFA
162
Farther Finance Advisors
California
$511K +$511K +10,145 New
Vontobel Holding
163
Vontobel Holding
Switzerland
$501K – – –
GSWM
164
Greenup Street Wealth Management
Michigan
$489K +$489K +9,693 New
ACM
165
Absolute Capital Management
Pennsylvania
$458K +$128K +2,541 +39%
FHA
166
Flagship Harbor Advisors
Massachusetts
$455K +$87.8K +1,742 +24%
SWA
167
Strata Wealth Advisors
Texas
$454K +$454K +9,000 New
PWM
168
PBMares Wealth Management
Virginia
$441K +$194K +3,850 +79%
IF
169
Insight Folios
North Carolina
$422K -$586K -11,632 -58%
WI
170
Wintrust Investments
Illinois
$411K +$411K +8,158 New
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$398K -$2.99K -50 -0.7%
TI
172
Truepoint Inc
Ohio
$393K – – –
BCI
173
Brinker Capital Investments
Pennsylvania
$375K +$375K +7,442 New
MAM
174
Milestone Asset Management
Pennsylvania
$369K +$369K +7,302 New
BWP
175
Balboa Wealth Partners
Arizona
$365K +$365K +7,250 New
5 6
7
8 9