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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$4.44M 87,424 +87,424 New
HI
177
Harbour Investments
Wisconsin
$4.43M 87,288 +30,233 +53%
WWG
178
West Wealth Group
California
$4.41M 87,004 +87,004 New
F4L
179
Fortune 45 LLC
Louisiana
$4.28M 84,258 -17,344 -17%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$4.26M 84,529 +84,529 New
ASN
181
Advisory Services Network
Georgia
$4.24M 83,520 +62,340 +294%
SFC
182
Strategic Financial Concepts
Texas
$4.14M 81,575 +42,065 +106%
HPC
183
HM Payson & Co
Maine
$4.05M 79,800 +19,800 +33%
CWS
184
Cypress Wealth Services
California
$3.95M 77,887 +77,887 New
DE
185
Day & Ennis
Georgia
$3.91M 77,100 +77,100 New
PP
186
PFS Partners
New Jersey
$3.9M 76,938 +11,067 +17%
BFG
187
Buttonwood Financial Group
Missouri
$3.88M 76,486 -577 -0.7%
MM
188
Main Management
California
$3.77M 74,245 +20,088 +37%
WA
189
Wealth Alliance
New York
$3.74M 73,751 +73,751 New
LTI
190
Laffer Tengler Investments
Tennessee
$3.71M 73,026 -15,322 -17%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$3.67M 72,235 +72,235 New
AI
192
AXS Investments
New York
$3.65M 72,000 +72,000 New
PFA
193
Pettinga Financial Advisors
Indiana
$3.63M 71,443 +71,443 New
SFS
194
Sowell Financial Services
Arkansas
$3.54M 69,829 +3,498 +5%
CWA
195
Capital Wealth Alliance
Arizona
$3.51M 69,195 +45,732 +195%
DI
196
Disciplined Investments
Oklahoma
$3.47M 68,459 +9,153 +15%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$3.46M 68,126 -3,638 -5%
LWM
198
Liberty Wealth Management
California
$3.43M 67,544 +57,641 +582%
TC
199
TownSquare Capital
Utah
$3.37M 66,507 +37,719 +131%
MA
200
MKT Advisors
California
$3.34M 66,111 +285 +0.4%
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