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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+20
Holders Change %
+8.77%
% of All Funds
3.97%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.72%
New
55
Increased
130
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$131M
2
SFG
Steward Financial Group
Texas
$106M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$70M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
5
AssetMark Inc
AssetMark Inc
California
$53.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$432M
2
WA
WestEnd Advisors
North Carolina
$56.4M
3
II
Inspire Investing
Idaho
$0
4
CF
Clarity Financial
Texas
$1.46M
5
MCM
MV Capital Management
Maryland
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisory Group
Washington
$853K -$201K -3,973 -19%
ACA
177
Aptus Capital Advisors
Alabama
$759K +$35.5K +702 +5%
GWANC
178
Guardian Wealth Advisors (North Carolina)
North Carolina
$759K +$35.5K +702 +5%
GRP
179
Global Retirement Partners
California
$747K -$2.09M -41,417 -74%
MAM
180
Milestone Asset Management
Pennsylvania
$732K +$362K +7,162 +98%
TC
181
Trilogy Capital
California
$695K +$8.9K +176 +1%
PTC
182
Private Trust Company
Ohio
$660K +$10.7K +212 +2%
BIA
183
Bigelow Investment Advisors
Maine
$621K -$622K -12,339 Closed
TA
184
Tactive Advisors
Florida
$620K +$620K +12,264 New
GSWM
185
Greenup Street Wealth Management
Michigan
$585K +$95K +1,877 +19%
AWA
186
Arkadios Wealth Advisors
Georgia
$576K +$576K +11,382 New
SWP
187
Strategic Wealth Partners
Ohio
$573K +$573K +11,333 New
MBT
188
Montecito Bank & Trust
California
$543K -$199K -3,936 -27%
BAM
189
BTS Asset Management
Massachusetts
$539K -$51 -1 -0%
SAM
190
Secure Asset Management
Michigan
$537K +$537K +10,623 New
CF
191
Centaurus Financial
California
$527K +$411K +8,135 +355%
IAN
192
Integrated Advisors Network
Texas
$522K -$7.29K -144 -1%
Vontobel Holding
193
Vontobel Holding
Switzerland
$503K – – –
WCM
194
Wisconsin Capital Management
Wisconsin
$501K +$501K +9,900 New
GWM
195
Geneos Wealth Management
Colorado
$490K +$322K +6,363 +191%
BWP
196
Balboa Wealth Partners
Arizona
$468K +$101K +2,000 +28%
PA
197
PFG Advisors
Arizona
$453K +$453K +8,956 New
WIC
198
Woodmont Investment Counsel
Tennessee
$447K -$157K -3,100 -26%
TA
199
TKG Advisors
Indiana
$436K +$436K +8,613 New
PFP
200
Pinnacle Financial Partners
Tennessee
$428K +$185K +3,656 +76%
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