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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
176
Total Clarity Wealth Management
Illinois
$2.15M -$54.3K -1,075 -2%
PAS
177
Park Avenue Securities
New York
$2.1M -$910K -18,022 -30%
BFO
178
Boston Family Office
Massachusetts
$2.08M +$669K +13,244 +47%
DWM
179
Destination Wealth Management
California
$2.07M -$1.92K -38 -0.1%
GC
180
Guidance Capital
Kentucky
$2.03M +$881K +17,391 +77%
Comerica Bank
181
Comerica Bank
Texas
$2M -$185K -3,659 -8%
HWA
182
HCR Wealth Advisors
California
$2M -$46.7K -925 -2%
AAS
183
Ameritas Advisory Services
Nebraska
$1.98M +$197K +3,903 +11%
MMA
184
Miracle Mile Advisors
California
$1.89M -$360K -7,141 -16%
AWA
185
Arkadios Wealth Advisors
Georgia
$1.88M -$203K -4,020 -10%
CFGS
186
Concourse Financial Group Securities
Alabama
$1.84M -$373K -7,361 -17%
CB
187
Chris Bulman
California
$1.83M -$133K -2,639 -7%
P
188
&Partners
Tennessee
$1.81M +$676K +13,393 +60%
JBA
189
Johnson Bixby & Associates
Washington
$1.8M +$1.8M +35,631 New
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.75M +$689K +13,647 +65%
MWA
191
MN Wealth Advisors
Kansas
$1.72M +$832K +16,477 +94%
LTI
192
Laffer Tengler Investments
Tennessee
$1.7M +$356K +7,055 +26%
OMC
193
Old Mission Capital
Illinois
$1.62M +$1.62M +32,192 New
SFG
194
Sovereign Financial Group
Connecticut
$1.61M +$350K +6,944 +28%
SCM
195
Steele Capital Management
Iowa
$1.5M -$287K -5,687 -16%
HTC
196
Haverford Trust Company
Pennsylvania
$1.5M -$106K -2,094 -7%
IA
197
IFG Advisory
Georgia
$1.46M -$49.9K -988 -3%
AA
198
ArborFi Advisors
Michigan
$1.44M +$1.44M +28,531 New
AWM
199
Able Wealth Management
New Jersey
$1.44M -$464K -9,202 -24%
PG
200
Prostatis Group
Maryland
$1.39M +$846K +16,766 +156%
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