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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
151
TrinityPoint Wealth
Connecticut
$1.68M 33,240 +1,716 +5%
TA
152
Tactive Advisors
Florida
$1.65M 32,554 +20,290 +165%
WMG
153
WESCAP Management Group
California
$1.63M 32,245 +32,245 New
SEIA
154
Signature Estate & Investment Advisors
California
$1.54M 30,404 +30,404 New
PAG
155
Private Advisory Group
Washington
$1.52M 30,026 +13,161 +78%
CWM
156
Cornerstone Wealth Management
Missouri
$1.51M 29,720 +29,720 New
FFA
157
Farther Finance Advisors
California
$1.5M 29,656 +9,727 +49%
TCA
158
Transcend Capital Advisors
New Jersey
$1.46M 28,820 +951 +3%
KAS
159
Kestra Advisory Services
Texas
$1.46M 28,801 -403 -1%
TC
160
TownSquare Capital
Utah
$1.46M 28,788 -7,994 -22%
RA
161
RFG Advisory
Alabama
$1.46M 28,765 +4,951 +21%
TWA
162
TCI Wealth Advisors
Arizona
$1.39M 27,495 +27,495 New
BAM
163
Belpointe Asset Management
Nevada
$1.34M 26,527 +9,003 +51%
CA
164
Calton & Associates
Florida
$1.3M 25,708 -6,511 -20%
PFO
165
Pathstone Family Office
New Jersey
$1.25M 24,688 -3,816 -13%
CPCM
166
Cardinal Point Capital Management
Ontario, Canada
$1.24M 24,450 -4,880 -17%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$1.23M 24,194 +700 +3%
TCWM
168
Total Clarity Wealth Management
Illinois
$1.22M 24,057 -31,904 -57%
CCA
169
Cravens & Co Advisors
Tennessee
$1.2M 23,645 +23,645 New
WC
170
Waterloo Capital
Texas
$1.19M 23,494 -8,620 -27%
CWA
171
Capital Wealth Alliance
Arizona
$1.19M 23,463 -2,667 -10%
TSS
172
Two Sigma Securities
New York
$1.19M 23,388 +2,522 +12%
MCI
173
MRP Capital Investments
Georgia
$1.18M 23,363 +4,925 +27%
RCS
174
Retirement Capital Strategies
California
$1.14M 22,528 -74,248 -77%
CA
175
Cetera Advisors
Colorado
$1.1M 21,690 +476 +2%
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