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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
AssetMark Inc
California
$71.2M
3
HTC
Haverford Trust Company
Pennsylvania
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$14.8M
5
HA
Hamel Associates
New Jersey
$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
Morgan Stanley
New York
$230M
3
LPL Financial
LPL Financial
California
$257M
4
BlackRock
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Copperleaf Capital
North Carolina
$1.61M -$230K -4,541 -13%
SCM
202
Steele Capital Management
Iowa
$1.53M +$1.32K +26 +0.1%
MOS
203
MGO One Seven
Ohio
$1.51M +$1.16M +22,857 +325%
HGWM
204
Horst & Graben Wealth Management
Oregon
$1.5M -$13.5M -265,989 -90%
TC
205
TownSquare Capital
Utah
$1.47M -$1.74M -34,288 -54%
RIA
206
Regal Investment Advisors
Michigan
$1.45M -$4.66M -91,984 -76%
IWM
207
IHT Wealth Management
Illinois
$1.43M +$650K +12,817 +84%
SFS
208
Sowell Financial Services
Arkansas
$1.4M -$1.57M -30,904 -53%
KFSC
209
Keystone Financial Services (Colorado)
Colorado
$1.39M -$4.18M -82,368 -75%
SEIA
210
Signature Estate & Investment Advisors
California
$1.37M -$944K -18,624 -41%
AI
211
AXS Investments
New York
$1.37M – – –
MFG
212
Magnus Financial Group
New York
$1.37M +$175K +3,449 +15%
LTI
213
Laffer Tengler Investments
Tennessee
$1.35M -$2.23M -43,981 -62%
GC
214
Guidance Capital
Kentucky
$1.35M +$6.62K +131 +0.5%
RFS
215
Richardson Financial Services
Massachusetts
$1.34M +$357K +7,047 +36%
ACP
216
Aveo Capital Partners
Colorado
$1.33M +$911K +18,037 +215%
TSS
217
Two Sigma Securities
New York
$1.32M +$896K +17,685 +211%
KFGK
218
Keystone Financial Group (Kentucky)
Kentucky
$1.32M +$1.32M +26,019 New
CWM
219
Certus Wealth Management
California
$1.3M -$657K -13,010 -34%
GWM
220
Geneos Wealth Management
Colorado
$1.28M -$78.9K -1,556 -6%
PA
221
Parkside Advisors
California
$1.27M +$1.27M +24,965 New
SWP
222
Significant Wealth Partners
Illinois
$1.26M +$681K +13,443 +118%
WA
223
Win Advisors
Florida
$1.24M +$1.24M +24,528 New
AWA
224
Arkadios Wealth Advisors
Georgia
$1.24M -$8.62K -170 -0.7%
SCA
225
Snowden Capital Advisors
New York
$1.23M -$445K -8,779 -27%
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