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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
AssetMark Inc
California
$71.2M
3
HTC
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.8M
5
HA
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
151
Vigilare Wealth Management
Arizona
$2.95M -$547K -10,788 -16%
IGWM
152
ICA Group Wealth Management
Colorado
$2.94M +$513K +10,122 +21%
CL
153
Choreo LLC
Illinois
$2.9M -$39.4K -778 -1%
PCIA
154
Prime Capital Investment Advisors
Kansas
$2.9M -$1.12M -22,123 -28%
GS
155
GTS Securities
New York
$2.88M +$2.88M +56,763 New
PAS
156
Park Avenue Securities
New York
$2.84M -$109M -2,150,654 -97%
AG
157
Ascent Group
Virginia
$2.84M -$8.56M -168,873 -75%
PCM
158
Pennsylvania Capital Management
Pennsylvania
$2.73M -$4.65M -91,654 -63%
FFWA
159
Forthright Family Wealth Advisory
Texas
$2.7M -$604K -11,918 -18%
CFGS
160
Concourse Financial Group Securities
Alabama
$2.58M -$9.15M -180,444 -78%
Millennium Management
161
Millennium Management
New York
$2.53M -$3.21M -63,248 -56%
SI
162
Stephens Inc
Arkansas
$2.45M -$27.1M -534,767 -92%
CPCM
163
Cardinal Point Capital Management
Ontario, Canada
$2.43M +$914K +18,023 +60%
MG
164
Mather Group
Illinois
$2.42M +$2.88K +57 +0.1%
PAWA
165
Palo Alto Wealth Advisors
California
$2.39M +$1.61M +31,668 +204%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$2.38M -$702K -13,844 -23%
HH
167
Hilltop Holdings
Texas
$2.38M -$60.8K -1,200 -2%
MA
168
Mutual Advisors
Nebraska
$2.37M -$3.14M -61,853 -57%
KPWS
169
Kestra Private Wealth Services
Texas
$2.32M -$812K -16,016 -26%
Truist Financial
170
Truist Financial
North Carolina
$2.31M -$69.6M -1,373,356 -97%
SP
171
Stonebrook Private
Michigan
$2.25M -$442K -8,721 -16%
DAS
172
Diversify Advisory Services
Utah
$2.17M +$2.17M +43,079 New
SB
173
Strategic Blueprint
Georgia
$2.15M -$4.01M -79,104 -65%
TCWM
174
Total Clarity Wealth Management
Illinois
$2.14M +$91.4K +1,803 +4%
PAG
175
Private Advisory Group
Washington
$2.11M +$1.45M +28,556 +219%
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