TFLO icon

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 %
Bank of America
1
Bank of America
North Carolina
$518M +$160M +3,182,682 +45%
LPL Financial
2
LPL Financial
California
$251M +$39.5M +784,352 +19%
Morgan Stanley
3
Morgan Stanley
New York
$166M +$35.2M +698,571 +27%
UBS Group
4
UBS Group
Switzerland
$142M +$30.6M +607,072 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$116M +$7.95M +157,666 +7%
MCM
6
MV Capital Management
Maryland
$94.6M -$1.11M -21,929 -1%
MAM
7
Madison Asset Management
Wisconsin
$92.8M +$24.6M +487,235 +36%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$89.5M -$54.5K -1,081 -0.1%
Truist Financial
9
Truist Financial
North Carolina
$57.5M -$1.02M -20,156 -2%
RJA
10
Raymond James & Associates
Florida
$57.3M +$2.13M +42,234 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$55.1M -$51.2M -1,015,649 -48%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$54.5M +$17.1M +338,325 +46%
WA
13
WestEnd Advisors
North Carolina
$52.1M -$2.47M -48,926 -5%
II
14
Inspire Investing
Idaho
$50.2M +$2.42M +47,966 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$48.1M +$7.4M +146,767 +18%
CF
16
Clarity Financial
Texas
$47.8M +$9.21M +182,654 +24%
AWMS
17
Advocacy Wealth Management Services
Georgia
$47.5M +$4.14M +82,098 +10%
AWM
18
AE Wealth Management
Kansas
$45.3M -$58.4M -1,158,307 -56%
Goldman Sachs
19
Goldman Sachs
New York
$45M -$10.2M -202,914 -19%
AWS
20
AJ Wealth Strategies
New York
$40.8M -$3.23M -64,098 -7%
W
21
Wealthquest
Ohio
$36.2M +$5.77M +114,556 +19%
BPWM
22
Badgley Phelps Wealth Managers
Washington
$32.1M -$33.6M -666,334 -51%
NQWM
23
Northwest Quadrant Wealth Management
Oregon
$32M +$11.7M +231,713 +57%
RI
24
Rinkey Investments
California
$31.1M +$17.4M +345,568 +127%
Renaissance Technologies
25
Renaissance Technologies
New York
$29.3M +$5.86M +116,200 +25%
1
2 3 4 5