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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Morgan Stanley
5
Morgan Stanley
New York
$379M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AR
201
Apeiron RIA
Texas
$3.15M 61,986 +61,986 New
SB
202
Strategic Blueprint
Georgia
$3.08M 60,612 +60,612 New
WP
203
WealthShield Partners
North Carolina
$3.05M 60,020 +60,020 New
CL
204
Choreo LLC
Illinois
$3.03M 59,799 +59,799 New
Jane Street
205
Jane Street
New York
$3.03M 59,797 -121,370 -67%
USCWA
206
U.S. Capital Wealth Advisors
Texas
$3.03M 59,645 +59,645 New
DC
207
Davenport & Co
Virginia
$3M 59,185 +1,142 +2%
TCA
208
Transcend Capital Advisors
New Jersey
$2.88M 56,806 +27,986 +97%
GRP
209
Global Retirement Partners
California
$2.88M 57,030 +36,424 +177%
CFA
210
Cahill Financial Advisors
Minnesota
$2.8M 55,161 +55,161 New
FFN
211
Focus Financial Network
Minnesota
$2.77M 54,690 +54,690 New
BFO
212
Boston Family Office
Massachusetts
$2.77M 54,607 -3,004 -5%
MG
213
Mather Group
Illinois
$2.58M 50,908 -2,962 -5%
TWM
214
Tradition Wealth Management
Minnesota
$2.54M 50,145 +50,145 New
TJHA
215
Thomas J. Herzfeld Advisors
Florida
$2.5M 49,276 +43,818 +803%
HSG
216
Helen Stephens Group
Texas
$2.32M 45,636 -2,181 -5%
HPM
217
Hoxton Planning & Management
West Virginia
$2.31M 45,545 +45,545 New
FCIM
218
Fairview Capital Investment Management
California
$2.31M 45,500 -1,400 -3%
MLA
219
My Legacy Advisors
Oregon
$2.27M 44,772 +44,772 New
MFA
220
Mayflower Financial Advisors
Massachusetts
$2.25M 44,383 +44,383 New
GWM
221
GSB Wealth Management
Connecticut
$2.18M 42,881 +3,093 +8%
BEC
222
Blue Edge Capital
Virginia
$2.17M 42,797 -389 -0.9%
MBT
223
Montecito Bank & Trust
California
$2.15M 42,446 +31,712 +295%
CAG
224
Csenge Advisory Group
Florida
$2.15M 42,295 +42,295 New
DI
225
DFPG Investments
Utah
$2.13M 42,176 +42,176 New
7 8
9
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