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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

522 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 30 closing their positions.

Holders
522
Holders Change
+67
Holders Change %
+14.73%
% of All Funds
7.65%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.92%
New
105
Increased
192
Reduced
215
Closed
30
Calls
$707K
Puts
–
Net Calls
+$707K
Net Calls Change
-$90K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$740M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$67.3M
4
SL
4
Summitry LLC
California
$30M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$201M
2
SFI
2
SPC Financial Inc
Maryland
$23.6M
3
Bank of America
3
Bank of America
North Carolina
$466M
4
LPL Financial
4
LPL Financial
California
$553M
5
Cerity Partners
5
Cerity Partners
New York
$4.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.46B 28,943,877 -423,612 -1%
Morgan Stanley
2
Morgan Stanley
New York
$740M 14,664,008 +7,186,153 +96%
LPL Financial
3
LPL Financial
California
$553M 10,958,316 -778,173 -7%
Bank of America
4
Bank of America
North Carolina
$466M 9,223,892 -822,722 -8%
BlackRock
5
BlackRock
New York
$256M 5,079,209 +388,794 +8%
UBS Group
6
UBS Group
Switzerland
$221M 4,369,616 +97,337 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$201M 3,980,400 -1,849,750 -32%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$191M 3,792,224 +81,949 +2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$187M 3,714,675 -316,817 -8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$169M 3,343,933 +127,728 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$162M 3,208,537 -149,666 -4%
PAS
12
Park Avenue Securities
New York
$111M 2,206,690 -61,671 -3%
OA
13
Oxbow Advisors
Texas
$101M 2,003,130 +290,949 +17%
MML Investors Services
14
MML Investors Services
Massachusetts
$97.3M 1,927,318 +181,625 +10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$95.1M 1,885,043 -525,165 -22%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$85.9M 1,702,461 -14,908 -0.9%
Renaissance Technologies
17
Renaissance Technologies
New York
$77.8M 1,541,500 +545,600 +55%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$76.9M 1,524,457 -199,934 -12%
BW
19
BIP Wealth
Georgia
$74.2M 1,469,779 +141,094 +11%
Truist Financial
20
Truist Financial
North Carolina
$71.6M 1,418,863 -40,890 -3%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$71.1M 1,408,439 +1,286,165 +1,052%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$70.5M 1,397,527 +165,783 +13%
MAM
23
Madison Asset Management
Wisconsin
$69.6M 1,378,804 -448,972 -25%
UCFA
24
United Capital Financial Advisors
Texas
$67.3M 1,334,161 +1,206,622 +946%
Mariner
25
Mariner
Kansas
$64.7M 1,282,193 +121,168 +10%
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