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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
TMWM
176
Taylor & Morgan Wealth Management
Michigan
$1.08M 21,316 -7,380 -26%
ASN
177
Advisory Services Network
Georgia
$1.07M 21,180 +1,613 +8%
AWM
178
AllSquare Wealth Management
New York
$1.07M 21,170 +600 +3%
GRP
179
Global Retirement Partners
California
$1.04M 20,606 +5,804 +39%
KPWS
180
Kestra Private Wealth Services
Texas
$1M 19,737 +19,737 New
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$961K 18,972 +10,618 +127%
T
182
TRUADVICE
Florida
$932K 18,414 +18,414 New
PWP
183
Private Wealth Partners
California
$912K 18,000 -18,300 -50%
OCPWS
184
One Charles Private Wealth Services
Massachusetts
$892K 17,609 -1,398 -7%
IWC
185
Integrated Wealth Concepts
Massachusetts
$814K 16,067 -22,197 -58%
TC
186
Trilogy Capital
California
$789K 15,591 +1,860 +14%
GWM
187
Geneos Wealth Management
Colorado
$788K 15,543 +5,850 +60%
Millennium Management
188
Millennium Management
New York
$766K 15,126 +15,126 New
CF
189
Centaurus Financial
California
$726K 14,323 +3,897 +37%
MFG
190
Magnus Financial Group
New York
$719K 14,194 -5,306 -27%
SWP
191
Strategic Wealth Partners
Ohio
$708K 13,965 +2,632 +23%
Northern Trust
192
Northern Trust
Illinois
$695K 13,716 +13,716 New
AWA
193
Arkadios Wealth Advisors
Georgia
$686K 13,548 +2,166 +19%
CW
194
CreativeOne Wealth
Kansas
$680K 13,413 +13,413 New
BHPW
195
Beverly Hills Private Wealth
California
$644K 12,734 +12,734 New
RWM
196
Ritholtz Wealth Management
New York
$622K 12,279 +12,279 New
TAM
197
Titleist Asset Management
Texas
$621K 12,247 -49,980 -80%
BIA
198
Bigelow Investment Advisors
Maine
$620K 12,229 +12,229 New
BWM
199
BlackDiamond Wealth Management
New York
$618K 12,206 -28,532 -70%
PTC
200
Private Trust Company
Ohio
$583K 11,498 -1,552 -12%
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