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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

455 hedge funds and large institutions have $8.6B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 171 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
455
Holders Change
+181
Holders Change %
+66.06%
% of All Funds
7.26%
Holding in Top 10
68
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+54.55%
% of All Funds
1.08%
New
201
Increased
171
Reduced
72
Closed
17
Calls
$797K
Puts
–
Net Calls
+$797K
Net Calls Change
+$88K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B
2
LPL Financial
2
LPL Financial
California
$596M
3
BlackRock
3
BlackRock
New York
$238M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$296M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$188M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$71.5M
2
MCM
2
MV Capital Management
Maryland
$18.4M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$53.2M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.49B 29,367,489 +25,839,099 +732%
LPL Financial
2
LPL Financial
California
$596M 11,736,489 +6,243,626 +114%
Bank of America
3
Bank of America
North Carolina
$510M 10,046,614 +1,848,493 +23%
Morgan Stanley
4
Morgan Stanley
New York
$379M 7,477,855 +3,465,283 +86%
Osaic Holdings
5
Osaic Holdings
Arizona
$296M 5,830,150 +4,161,998 +249%
BlackRock
6
BlackRock
New York
$238M 4,690,415 +4,690,415 New
UBS Group
7
UBS Group
Switzerland
$217M 4,272,279 +1,031,589 +32%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$205M 4,031,492 +3,234,181 +406%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$188M 3,710,275 +3,710,275 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$170M 3,358,203 +1,499,270 +81%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$163M 3,216,205 +3,216,205 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$122M 2,410,208 +258,298 +12%
PAS
13
Park Avenue Securities
New York
$115M 2,268,361 +2,268,361 New
MAM
14
Madison Asset Management
Wisconsin
$92.7M 1,827,776 -191,234 -9%
MML Investors Services
15
MML Investors Services
Massachusetts
$88.6M 1,745,693 +1,596,456 +1,070%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$87.5M 1,724,391 +429,871 +33%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$87.1M 1,717,369 +910,517 +113%
OA
18
Oxbow Advisors
Texas
$86.9M 1,712,181 +204,003 +14%
SFG
19
Steward Financial Group
Texas
$85.3M 1,681,786 -65,116 -4%
Truist Financial
20
Truist Financial
North Carolina
$74.1M 1,459,753 +146,020 +11%
AWM
21
AE Wealth Management
Kansas
$72.6M 1,431,699 +664,321 +87%
SFI
22
SPC Financial Inc
Maryland
$71.5M 1,409,842 -1,227,687 -47%
RJA
23
Raymond James & Associates
Florida
$68.8M 1,356,247 +34,386 +3%
BW
24
BIP Wealth
Georgia
$67.4M 1,328,685 -166,827 -11%
AWMS
25
Advocacy Wealth Management Services
Georgia
$62.8M 1,238,154 +119,372 +11%
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