TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
176
Resolute Financial
Massachusetts
$354K +$4.03K +80 +1%
VA
177
Valmark Advisers
Ohio
$337K – – –
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$292K +$292K +5,802 New
KWA
179
KCS Wealth Advisory
California
$283K -$95.5K -1,894 -25%
DWMG
180
DB Wealth Management Group
California
$270K +$56.3K +1,116 +26%
BWP
181
BSW Wealth Partners
Colorado
$269K +$1.16K +23 +0.4%
BAM
182
Belpointe Asset Management
Nevada
$257K +$35.3K +701 +16%
AA
183
Aire Advisors
California
$252K +$252K +5,000 New
BWM
184
BlackDiamond Wealth Management
New York
$251K +$28.5K +566 +13%
PFP
185
Pinnacle Financial Partners
Tennessee
$242K -$234K -4,635 -49%
PCM
186
Pennsylvania Capital Management
Pennsylvania
$240K +$240K +4,765 New
ETC
187
Exchange Traded Concepts
Oklahoma
$225K -$5.7K -113 -2%
AA
188
Advisory Alpha
Michigan
$211K -$500K -9,924 -70%
S
189
SignatureFD
Georgia
$210K – – –
ARC
190
Advisor Resource Council
Texas
$207K – – –
PVH
191
Psagot Value Holdings
Israel
$200K +$200K +3,958 New
IRC
192
Investors Research Corp
Georgia
$169K +$17.2K +341 +11%
GWM
193
Geneos Wealth Management
Colorado
$168K +$122K +2,430 +270%
PCM
194
Penserra Capital Management
California
$152K +$152K +3,020 New
SWM
195
Spire Wealth Management
Virginia
$135K -$251K -4,997 -65%
CF
196
Centaurus Financial
California
$115K -$301 -6 -0.3%
FAM
197
Family Asset Management
South Carolina
$103K +$103K +2,037 New
MIM
198
Macroview Investment Management
Maryland
$92.8K – – –
Wells Fargo
199
Wells Fargo
California
$78.2K -$35.2K -699 -31%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$76K +$7.36K +147 +11%
6 7
8
9 10