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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

431 hedge funds and large institutions have $4.13B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 244 reducing their positions, and 122 closing their positions.

Holders
431
Holders Change
-91
Holders Change %
-17.43%
% of All Funds
6.25%
Holding in Top 10
45
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
40
Increased
133
Reduced
244
Closed
122
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$30.6M
2
AssetMark Inc
2
AssetMark Inc
California
$71.2M
3
SMAM
3
Sugar Maple Asset Management
Wisconsin
$12.6M
4
HTC
4
Haverford Trust Company
Pennsylvania
$12.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$14.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$160M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
LPL Financial
3
LPL Financial
California
$257M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$314M 6,196,325 -3,027,567 -33%
LPL Financial
2
LPL Financial
California
$257M 5,065,089 -5,893,227 -54%
Morgan Stanley
3
Morgan Stanley
New York
$230M 4,538,269 -10,125,739 -69%
UBS Group
4
UBS Group
Switzerland
$190M 3,739,381 -630,235 -14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M 3,156,068 -25,787,809 -89%
OA
6
Oxbow Advisors
Texas
$99.2M 1,956,740 -46,390 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$90.1M 1,778,274 +75,813 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$89.8M 1,770,621 -114,422 -6%
BW
9
BIP Wealth
Georgia
$79.8M 1,573,643 +103,864 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$78.1M 1,541,500 – –
AssetMark Inc
11
AssetMark Inc
California
$71.2M 1,404,657 +385,618 +38%
Mariner
12
Mariner
Kansas
$70.7M 1,394,738 +112,545 +9%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$69.5M 1,371,556 -36,883 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$67.8M 1,337,828 -186,629 -12%
AIA
15
Arbor Investment Advisors
North Carolina
$67.6M 1,333,970 +78,757 +6%
MAM
16
Madison Asset Management
Wisconsin
$63.3M 1,248,765 -130,039 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$58.8M 1,160,612 -94,188 -8%
AIA
18
Acute Investment Advisory
Arizona
$57.6M 1,136,447 +35,724 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$54.3M 1,071,929 -2,908,471 -73%
AWM
20
Axxcess Wealth Management
California
$50.8M 1,001,368 +48,040 +5%
CAAS
21
Capital Asset Advisory Services
Michigan
$49.3M 976,214 +33,790 +4%
WANY
22
Wealthspire Advisors (New York)
New York
$49M 967,516 -126,425 -12%
AWMS
23
Advocacy Wealth Management Services
Georgia
$47.6M 938,753 -281,313 -23%
Wells Fargo
24
Wells Fargo
California
$44.8M 884,132 +27,778 +3%
RI
25
Rinkey Investments
California
$43.5M 857,309 -9,178 -1%
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