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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$6.05M 119,189 +70,645 +146%
VHAM
152
Van Hulzen Asset Management
California
$6.02M 118,706 +118,706 New
KFSC
153
Keystone Financial Services (Colorado)
Colorado
$5.95M 117,317 +117,317 New
AWA
154
Aquire Wealth Advisors
Utah
$5.84M 115,088 -5,353 -4%
DAS
155
Dynamic Advisor Solutions
Arizona
$5.75M 113,364 +19,042 +20%
GF
156
Gries Financial
Ohio
$5.71M 112,476 +112,476 New
FRA
157
FFG Retirement Advisors
Colorado
$5.68M 111,981 +111,981 New
AF
158
Allworth Financial
California
$5.54M 109,218 +24,226 +29%
BHWM
159
Bay Harbor Wealth Management
Maryland
$5.33M 105,110 +105,110 New
WMG
160
WESCAP Management Group
California
$5.23M 103,125 +70,880 +220%
KLC
161
Knowledge Leaders Capital
Colorado
$5.2M 102,474 -414 -0.4%
RSWM
162
Robertson Stephens Wealth Management
California
$5.15M 101,472 +44,237 +77%
SXL
163
Summit X LLC
Missouri
$5.14M 101,384 +101,384 New
SIA
164
Sovereign Investment Advisors
Arizona
$5.05M 99,622 +436 +0.4%
FFA
165
Farther Finance Advisors
California
$4.82M 94,909 +65,253 +220%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.77M 94,044 -4,192 -4%
CAM
167
Cobblestone Asset Management
Virginia
$4.77M 94,003 +94,003 New
KAS
168
Kestra Advisory Services
Texas
$4.75M 93,588 +64,787 +225%
MFG
169
Merit Financial Group
Georgia
$4.58M 90,351 +90,351 New
MA
170
Mutual Advisors
Nebraska
$4.52M 89,071 +21,893 +33%
IWC
171
Integrated Wealth Concepts
Massachusetts
$4.52M 89,017 +72,950 +454%
JIR
172
James Investment Research
Ohio
$4.5M 88,757 -908 -1%
SWM
173
SigFig Wealth Management
California
$4.5M 88,629 +88,629 New
PCA
174
Prosperity Capital Advisors
Ohio
$4.49M 88,552 +88,552 New
Legacy Financial Group (Iowa)
175
Legacy Financial Group (Iowa)
Iowa
$4.44M 87,598 +87,598 New
5 6
7
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