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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
United Capital Financial Advisors
Texas
$67.3M
4
SL
Summitry LLC
California
$30M
5
Renaissance Technologies
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$201M
2
SFI
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
Bank of America
North Carolina
$466M
4
LPL Financial
LPL Financial
California
$553M
5
Cerity Partners
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
151
INVST
Indiana
$5.4M -$629K -12,454 -10%
GRP
152
Global Retirement Partners
California
$5.38M +$2.5M +49,349 +87%
BHWM
153
Bay Harbor Wealth Management
Maryland
$5.38M +$70.1K +1,389 +1%
SW
154
SVB Wealth
Massachusetts
$5.21M -$2.9M -57,556 -36%
SIA
155
Sovereign Investment Advisors
Arizona
$5.12M +$89.7K +1,777 +2%
PFG
156
PAX Financial Group
Texas
$5.11M -$2.53M -50,106 -33%
PCA
157
Prosperity Capital Advisors
Ohio
$5.09M +$618K +12,239 +14%
FRA
158
FFG Retirement Advisors
Colorado
$5.06M -$596K -11,807 -11%
SA
159
Scarborough Advisors
Maryland
$5.02M +$4.11M +81,387 +450%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.96M +$217K +4,291 +5%
SPIA
161
Steward Partners Investment Advisory
New York
$4.96M -$3.69M -73,082 -43%
CWA
162
Capital Wealth Alliance
Arizona
$4.94M +$1.45M +28,781 +42%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$4.92M -$25.1M -498,048 -84%
AF
164
Allworth Financial
California
$4.91M -$605K -11,983 -11%
MBT
165
Montecito Bank & Trust
California
$4.88M +$2.73M +54,167 +128%
FFN
166
Focus Financial Network
Minnesota
$4.8M +$2.04M +40,326 +74%
NCM
167
New Capital Management
Texas
$4.74M -$7.4M -146,644 -61%
DE
168
Day & Ennis
Georgia
$4.71M +$823K +16,309 +21%
CFA
169
Cahill Financial Advisors
Minnesota
$4.71M +$1.92M +38,133 +69%
CAM
170
Cobblestone Asset Management
Virginia
$4.67M -$72.2K -1,430 -2%
MM
171
Main Management
California
$4.65M +$900K +17,836 +24%
Cerity Partners
172
Cerity Partners
New York
$4.56M -$38.3M -759,156 -89%
WA
173
WESPAC Advisors
California
$4.47M +$2.76M +54,690 +161%
RPGK
174
Retirement Planning Group (Kansas)
Kansas
$4.4M +$4.4M +87,230 New
WWG
175
West Wealth Group
California
$4.39M -$303 -6 -0%
5 6
7
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