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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

274 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.

Holders
274
Holders Change
+26
Holders Change %
+10.48%
% of All Funds
4.32%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
47
Increased
111
Reduced
99
Closed
18
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$709K

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$76.4M
2
WA
2
WestEnd Advisors
North Carolina
$59.1M
3
WI
3
Wintrust Investments
Illinois
$25.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$109M
5
CAN
5
Cetera Advisor Networks
California
$36.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.7M
2
SFG
2
Steward Financial Group
Texas
$88.5M
3
Bank of America
3
Bank of America
North Carolina
$415M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.3M
5
UBS Group
5
UBS Group
Switzerland
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$415M 8,198,121 -350,612 -4%
LPL Financial
2
LPL Financial
California
$278M 5,492,863 +322,480 +6%
Morgan Stanley
3
Morgan Stanley
New York
$203M 4,012,572 -271,764 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$179M 3,528,390 +141,431 +4%
UBS Group
5
UBS Group
Switzerland
$164M 3,240,690 -314,971 -9%
SFI
6
SPC Financial Inc
Maryland
$134M 2,637,529 +38,313 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$109M 2,151,910 +417,232 +24%
MAM
8
Madison Asset Management
Wisconsin
$102M 2,019,010 -127,794 -6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$94.2M 1,858,933 +29,760 +2%
SFG
10
Steward Financial Group
Texas
$88.5M 1,746,902 -353,222 -17%
Osaic Holdings
11
Osaic Holdings
Arizona
$84.5M 1,668,152 -302,557 -15%
KWILP
12
Kiwi Wealth Investments Limited Partnership
New Zealand
$76.7M 1,513,697 +130,667 +9%
OA
13
Oxbow Advisors
Texas
$76.4M 1,508,178 +1,195,031 +382%
BW
14
BIP Wealth
Georgia
$75.8M 1,495,512 -41,173 -3%
RJA
15
Raymond James & Associates
Florida
$67M 1,321,861 +75,130 +6%
Truist Financial
16
Truist Financial
North Carolina
$66.6M 1,313,733 +127,428 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$65.6M 1,294,520 -64,888 -5%
MCM
18
MV Capital Management
Maryland
$62.5M 1,233,745 -223,139 -15%
WA
19
WestEnd Advisors
North Carolina
$59.1M 1,166,826 +1,166,826 New
AWMS
20
Advocacy Wealth Management Services
Georgia
$56.7M 1,118,782 +75,149 +7%
WANY
21
Wealthspire Advisors (New York)
New York
$53.8M 1,061,433 +28,635 +3%
AssetMark Inc
22
AssetMark Inc
California
$53.3M 1,052,463 -3,381 -0.3%
Mariner
23
Mariner
Kansas
$52.3M 1,032,727 +249,395 +32%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45.4M 896,532 +147,361 +20%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$40.9M 806,852 +19,921 +3%
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