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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

228 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 99 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+56
Holders Change %
+32.56%
% of All Funds
3.68%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.61%
New
69
Increased
99
Reduced
48
Closed
10
Calls
–
Puts
$23.1M
Net Calls
-$23.1M
Net Calls Change
-$23.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$518M
2
LPL Financial
LPL Financial
California
$251M
3
Morgan Stanley
Morgan Stanley
New York
$166M
4
UBS Group
UBS Group
Switzerland
$142M
5
MAM
Madison Asset Management
Wisconsin
$92.8M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
$7.04M
2
AWM
AE Wealth Management
Kansas
$45.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$55.1M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
201
ICA Group Wealth Management
Colorado
$66.1K +$66.1K +1,312 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$59K +$59K +1,178 New
CAL
203
Capital Analysts LLC
Pennsylvania
$53K +$53K +1,056 New
HI
204
Harbour Investments
Wisconsin
$40K +$40K +793 New
US Bancorp
205
US Bancorp
Minnesota
$37.2K -$52K -1,031 -58%
SC
206
Stephens Consulting
Michigan
$34.8K -$1.01K -20 -3%
MCM
207
Manchester Capital Management
Vermont
$26.7K +$26.7K +529 New
VNA
208
Valley National Advisers
Pennsylvania
$25K +$25K +500 New
CPG
209
Cornerstone Planning Group
New Jersey
$23.9K +$23.9K +474 New
IA
210
IFP Advisors
Florida
$13K +$11K +205 +539%
PB
211
Pinnacle Bancorp
Nebraska
$11K +$415 +8 +4%
VF
212
VitalStone Financial
Texas
$9K +$9K +173 New
C
213
Covestor
United Kingdom
$8K +$4K +78 +100%
FHA
214
First Horizon Advisors
Tennessee
$7.96K – – –
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$7.86K +$6.55K +130 +500%
CIAS
216
Capital Investment Advisory Services
North Carolina
$7.56K – – –
DWP
217
Destiny Wealth Partners
Florida
$7.36K -$76.9K -1,526 -91%
LS
218
Leelyn Smith
Illinois
$6.5K – – –
JWM
219
Janiczek Wealth Management
Colorado
$5.05K +$5.05K +100 New
CFGS
220
Concourse Financial Group Securities
Alabama
$4.99K +$4.99K +99 New
GI
221
Gradient Investments
Minnesota
$4.94K -$54.7K -1,085 -92%
CA
222
CoreCap Advisors
Michigan
$4.74K +$4.74K +94 New
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$4.18K +$4.18K +83 New
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$3.13K +$3.13K +62 New
CAS
225
Coppell Advisory Solutions
Texas
$2.17K +$2.17K +43 New
6 7 8
9
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