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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
+$50.6M
2
GM
GeoWealth Management
Illinois
+$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
+$36.8M
4
PDL
Portfolio Design Labs
California
+$20.6M
5
PCA
Prosperity Capital Advisors
Ohio
+$20.5M

Top Sellers

1
WI
Wintrust Investments
Illinois
-$40.8M
2
SFC
Strategic Financial Concepts
Texas
-$31.5M
3
Jane Street
Jane Street
New York
-$26.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$23.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
176
Haverford Trust Company
Pennsylvania
$1.61M -$237K -4,690 -13%
MOS
177
MGO One Seven
Ohio
$1.6M -$2.02K -40 -0.1%
KAS
178
Kestra Advisory Services
Texas
$1.55M -$2.09M -41,305 -57%
CTC
179
Central Trust Company
Missouri
$1.53M +$1.44M +28,532 +1,749%
IA
180
IFG Advisory
Georgia
$1.51M +$299K +5,905 +25%
BFO
181
Boston Family Office
Massachusetts
$1.42M -$180K -3,552 -11%
OC
182
Oppenheimer & Co
New York
$1.36M -$16.1M -318,765 -92%
LTI
183
Laffer Tengler Investments
Tennessee
$1.35M +$101K +1,997 +8%
RFS
184
Richardson Financial Services
Massachusetts
$1.3M +$31.5K +621 +2%
PTC
185
Private Trust Company
Ohio
$1.27M -$93.1K -1,839 -7%
DWG
186
Darden Wealth Group
Michigan
$1.27M +$229K +4,530 +22%
TSS
187
Two Sigma Securities
New York
$1.27M -$764K -15,099 -38%
SFG
188
Sovereign Financial Group
Connecticut
$1.26M +$218K +4,314 +21%
CF
189
Centaurus Financial
California
$1.25M +$317K +6,270 +34%
RJT
190
Raymond James Trust
Florida
$1.19M -$331K -6,535 -22%
SI
191
Seeds Investor
New York
$1.17M +$1.17M +23,083 New
MSAM
192
Moloney Securities Asset Management
Missouri
$1.15M +$744K +14,700 +183%
PCIA
193
Prime Capital Investment Advisors
Kansas
$1.15M -$171K -3,383 -13%
GWM
194
GSB Wealth Management
Connecticut
$1.15M -$221K -4,364 -16%
GC
195
Guidance Capital
Kentucky
$1.15M -$627K -12,418 -35%
YWM
196
Yoder Wealth Management
California
$1.14M -$942K -18,620 -45%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1.14M -$103K -2,044 -8%
P
198
&Partners
Tennessee
$1.14M +$1.14M +22,485 New
SAM
199
Secure Asset Management
Michigan
$1.13M +$74K +1,463 +7%
CF
200
Clarity Financial
Texas
$1.11M -$16.1K -319 -1%
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