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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
United Capital Financial Advisors
Texas
$67.3M
4
SL
Summitry LLC
California
$30M
5
Renaissance Technologies
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$201M
2
SFI
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
Bank of America
North Carolina
$466M
4
LPL Financial
LPL Financial
California
$553M
5
Cerity Partners
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
PFG Advisors
Arizona
$4.37M +$2.96M +58,597 +209%
FTUS
177
Flow Traders U.S.
New York
$4.35M +$4.35M +86,278 New
SWM
178
SigFig Wealth Management
California
$4.34M -$136K -2,692 -3%
JIR
179
James Investment Research
Ohio
$4.34M -$143K -2,839 -3%
SWC
180
Spectrum Wealth Counsel
Indiana
$4.33M +$4.33M +85,868 New
DI
181
Disciplined Investments
Oklahoma
$4.3M +$847K +16,778 +25%
FH
182
FWG Holdings
Florida
$4.29M -$3.3M -65,375 -43%
EWM
183
Elmwood Wealth Management
California
$4.09M -$3.47M -68,788 -46%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$4.06M +$411K +8,149 +11%
HPC
185
HM Payson & Co
Maine
$4.03M – – –
DAS
186
Dynamic Advisor Solutions
Arizona
$4M -$1.72M -34,130 -30%
PCIA
187
Prime Capital Investment Advisors
Kansas
$4M +$4M +79,267 New
BFG
188
Buttonwood Financial Group
Missouri
$3.93M +$70.2K +1,391 +2%
MMFA
189
Main Management Fund Advisors
California
$3.89M -$6.98M -138,300 -64%
WA
190
Wealth Alliance
New York
$3.88M +$160K +3,164 +4%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$3.65M -$765K -15,155 -17%
SFC
192
Strategic Financial Concepts
Texas
$3.63M -$492K -9,749 -12%
PFA
193
Pettinga Financial Advisors
Indiana
$3.59M -$17.4K -345 -0.5%
APS
194
American Planning Services
Florida
$3.57M -$18M -357,498 -83%
LTI
195
Laffer Tengler Investments
Tennessee
$3.56M -$121K -2,405 -3%
VWM
196
Vigilare Wealth Management
Arizona
$3.48M -$3.49M -69,231 -50%
HCA
197
Heck Capital Advisors
Wisconsin
$3.45M -$9.71M -192,432 -74%
ASN
198
Advisory Services Network
Georgia
$3.34M -$872K -17,268 -21%
FFWA
199
Forthright Family Wealth Advisory
Texas
$3.29M +$3.29M +65,199 New
DL
200
DOHJ LLC
Washington
$3.27M +$3.27M +64,710 New
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