TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
151
Focus Financial Network
Minnesota
$3.06M +$429K +8,491 +16%
PAWA
152
Palo Alto Wealth Advisors
California
$3.03M +$923K +18,293 +44%
WA
153
Waverly Advisors
Alabama
$2.98M +$515K +10,201 +21%
OP
154
ORG Partners
Indiana
$2.97M -$95.1K -1,884 -3%
LWM
155
Lionshead Wealth Management
New York
$2.97M +$2.97M +58,772 New
SFC
156
Strategic Financial Concepts
Texas
$2.93M +$2.35M +46,470 +399%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$2.91M -$4.04M -80,144 -58%
SMC
158
Smith, Moore & Co
Missouri
$2.84M +$424K +8,406 +18%
CFA
159
Cahill Financial Advisors
Minnesota
$2.75M -$339K -6,707 -11%
PFA
160
Professional Financial Advisors
Nebraska
$2.65M -$361K -7,152 -12%
MRP
161
Measured Risk Portfolios
California
$2.62M +$2.62M +51,871 New
NA
162
NewEdge Advisors
Louisiana
$2.6M -$2.37M -46,923 -48%
PCA
163
Prosperity Capital Advisors
Ohio
$2.59M -$19.4M -383,501 -88%
JIR
164
James Investment Research
Ohio
$2.57M -$89.1K -1,766 -3%
Citigroup
165
Citigroup
New York
$2.51M +$458K +9,068 +22%
IP
166
Ignite Planners
California
$2.45M -$267K -5,287 -10%
DL
167
DOHJ LLC
Washington
$2.45M -$581K -11,508 -19%
YWM
168
Yoder Wealth Management
California
$2.41M +$1.27M +25,119 +111%
MAS
169
MPWM Advisory Solutions
Georgia
$2.38M +$2.38M +47,212 New
CL
170
Choreo LLC
Illinois
$2.37M -$196K -3,881 -8%
BF
171
Baring Financial
Washington
$2.34M +$2.34M +46,304 New
MOS
172
MGO One Seven
Ohio
$2.31M +$713K +14,128 +45%
SWP
173
Stratos Wealth Partners
Ohio
$2.29M +$141K +2,795 +7%
KAS
174
Kestra Advisory Services
Texas
$2.28M +$734K +14,539 +48%
HH
175
Hilltop Holdings
Texas
$2.22M +$2.22M +43,893 New
5 6
7
8 9