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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
United Capital Financial Advisors
Texas
$67.3M
4
SL
Summitry LLC
California
$30M
5
Renaissance Technologies
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$201M
2
SFI
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
Bank of America
North Carolina
$466M
4
LPL Financial
LPL Financial
California
$553M
5
Cerity Partners
Cerity Partners
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
201
Professional Financial Advisors
Nebraska
$3.26M +$1.48M +29,326 +83%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$3.21M -$225K -4,451 -7%
TC
203
TownSquare Capital
Utah
$3.2M -$160K -3,174 -5%
LWM
204
Liberty Wealth Management
California
$3.12M -$287K -5,684 -8%
KPWS
205
Kestra Private Wealth Services
Texas
$3.11M +$2.21M +43,715 +243%
AR
206
Apeiron RIA
Texas
$3.09M -$37.3K -740 -1%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$3.07M +$2.3M +45,642 +301%
CWS
208
Cypress Wealth Services
California
$3.05M -$886K -17,549 -23%
MFG
209
Merit Financial Group
Georgia
$3.02M -$1.54M -30,599 -34%
TVM
210
True Vision MN
Minnesota
$3.01M +$3.01M +59,666 New
SW
211
Simplicity Wealth
New Jersey
$3.01M +$1.01M +20,061 +51%
F4L
212
Fortune 45 LLC
Louisiana
$2.99M -$1.26M -25,000 -30%
SFS
213
Sowell Financial Services
Arkansas
$2.96M -$569K -11,264 -16%
Ameriprise
214
Ameriprise
Minnesota
$2.96M +$2.66M +52,769 +911%
CL
215
Choreo LLC
Illinois
$2.93M -$89.7K -1,777 -3%
USCWA
216
U.S. Capital Wealth Advisors
Texas
$2.92M -$93.9K -1,861 -3%
MWM
217
Meridian Wealth Management
Kentucky
$2.9M +$2.53M +50,173 +680%
SVWG
218
Shared Vision Wealth Group
United States
$2.9M +$2.9M +57,546 New
DC
219
Davenport & Co
Virginia
$2.85M -$138K -2,735 -5%
WP
220
WealthShield Partners
North Carolina
$2.71M -$315K -6,246 -10%
SP
221
Stonebrook Private
Michigan
$2.68M +$2.68M +53,019 New
QWP
222
Quotient Wealth Partners
Texas
$2.54M +$2.54M +50,424 New
TCA
223
Transcend Capital Advisors
New Jersey
$2.53M -$332K -6,588 -12%
DI
224
DFPG Investments
Utah
$2.51M +$385K +7,627 +18%
Comerica Bank
225
Comerica Bank
Texas
$2.49M +$721K +14,286 +41%
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