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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 %
SI
201
Stephens Inc
Arkansas
$1.32M -$406K -8,048 -24%
PTC
202
Private Trust Company
Ohio
$1.26M -$6.51K -129 -0.5%
MWM
203
Maridea Wealth Management
New York
$1.25M +$1.25M +24,686 New
DWG
204
Darden Wealth Group
Michigan
$1.25M -$20.4K -405 -2%
WA
205
WESPAC Advisors
California
$1.15M -$3.1M -61,429 -73%
CF
206
Centaurus Financial
California
$1.15M -$98.7K -1,955 -8%
CG
207
CFO4Life Group
Texas
$1.14M +$81.3K +1,610 +8%
RFS
208
Richardson Financial Services
Massachusetts
$1.14M -$157K -3,106 -12%
OC
209
Oppenheimer & Co
New York
$1.13M -$219K -4,342 -16%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$1.11M -$25.7K -508 -2%
TI
211
TrueMark Investments
Illinois
$1.09M +$180K +3,572 +20%
GWM
212
Geneos Wealth Management
Colorado
$1.07M -$668K -13,234 -38%
MWS
213
MFA Wealth Services
California
$1.05M +$1.05M +20,810 New
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$1.02M – – –
AWM
215
AllSquare Wealth Management
New York
$970K – – –
AWM
216
Adams Wealth Management
Utah
$968K +$686K +13,600 +244%
CI
217
CacheTech Inc
Utah
$968K +$686K +13,600 +244%
TWCA
218
Two West Capital Advisors
Kansas
$955K +$211K +4,185 +28%
PCIA
219
Prime Capital Investment Advisors
Kansas
$948K -$200K -3,959 -17%
GWM
220
GSB Wealth Management
Connecticut
$941K -$204K -4,050 -18%
FWM
221
FLP Wealth Management
Arkansas
$931K +$931K +18,439 New
PFM
222
Potomac Fund Management
Florida
$928K +$928K +18,388 New
RIA
223
Regal Investment Advisors
Michigan
$925K +$160K +3,161 +21%
CF
224
Clarity Financial
Texas
$907K -$204K -4,042 -18%
WA
225
Win Advisors
Florida
$904K +$904K +17,909 New
7 8
9
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