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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
AssetMark Inc
California
$71.2M
3
HTC
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.8M
5
HA
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
176
DOHJ LLC
Washington
$2.1M -$1.18M -23,303 -36%
FCIM
177
Fairview Capital Investment Management
California
$2.05M -$203K -4,000 -9%
DWM
178
Destination Wealth Management
California
$2.04M -$13.4K -265 -0.7%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$2M +$2M +39,389 New
SAI
180
Savvy Advisors Inc
New York
$1.99M +$1.04M +20,572 +110%
PFA
181
Professional Financial Advisors
Nebraska
$1.99M -$1.28M -25,346 -39%
QC
182
Quadrature Capital
United Kingdom
$1.93M +$1.93M +38,001 New
CCP
183
Carmel Capital Partners
California
$1.92M +$1.92M +37,906 New
IP
184
Ignite Planners
California
$1.9M +$771K +15,276 +68%
YWM
185
Yoder Wealth Management
California
$1.85M +$1.31M +25,892 +245%
SMC
186
Smith, Moore & Co
Missouri
$1.82M +$1.51M +29,753 +476%
CWA
187
Clearview Wealth Advisors
Oregon
$1.81M +$923K +18,204 +104%
HSG
188
Helen Stephens Group
Texas
$1.79M -$4.36K -86 -0.2%
Comerica Bank
189
Comerica Bank
Texas
$1.79M -$713K -14,068 -29%
MWA
190
MN Wealth Advisors
Kansas
$1.79M +$393K +7,748 +28%
HWA
191
HCR Wealth Advisors
California
$1.78M -$31.9K -630 -2%
ASN
192
Advisory Services Network
Georgia
$1.76M -$1.6M -31,559 -48%
Ameriprise
193
Ameriprise
Minnesota
$1.75M -$1.22M -24,048 -41%
GWM
194
GSB Wealth Management
Connecticut
$1.74M -$233K -4,598 -12%
FFN
195
Focus Financial Network
Minnesota
$1.73M -$3.08M -60,783 -64%
CPBTD
196
Central Pacific Bank - Trust Division
Hawaii
$1.71M +$1.71M +33,951 New
FTUS
197
Flow Traders U.S.
New York
$1.68M -$2.69M -53,126 -62%
VF
198
VitalStone Financial
Texas
$1.67M +$1.28M +25,284 +332%
TWA
199
TCI Wealth Advisors
Arizona
$1.66M +$83.8K +1,653 +5%
BFO
200
Boston Family Office
Massachusetts
$1.64M -$311K -6,132 -16%
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