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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

408 hedge funds and large institutions have $4.1B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 140 increasing their positions, 196 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-23
Holders Change %
-5.34%
% of All Funds
5.93%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.64%
New
53
Increased
140
Reduced
196
Closed
69
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$48.3M
2
LPL Financial
LPL Financial
California
$288M
3
Jane Street
Jane Street
New York
$29.5M
4
WANY
Wealthspire Advisors (New York)
New York
$70.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$178M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$202M
2
BPWM
Badgley Phelps Wealth Managers
Washington
$425K
3
MAM
Madison Asset Management
Wisconsin
$38.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$52.1M
5
BW
BIP Wealth
Georgia
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$309M -$5.36M -105,806 -2%
LPL Financial
2
LPL Financial
California
$288M +$31.5M +621,738 +12%
Morgan Stanley
3
Morgan Stanley
New York
$202M -$28.3M -559,107 -12%
UBS Group
4
UBS Group
Switzerland
$189M -$211K -4,165 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$178M +$18.2M +359,290 +11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$105M +$14.5M +286,831 +16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$89.6M -$78.1K -1,541 -0.1%
OA
8
Oxbow Advisors
Texas
$85M -$14.2M -279,446 -14%
AssetMark Inc
9
AssetMark Inc
California
$78.6M +$7.45M +147,048 +10%
Renaissance Technologies
10
Renaissance Technologies
New York
$78.1M – – –
AIA
11
Arbor Investment Advisors
North Carolina
$77.2M +$9.58M +189,029 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$73M +$5.22M +103,014 +8%
WANY
13
Wealthspire Advisors (New York)
New York
$70.1M +$21.1M +415,559 +43%
Mariner
14
Mariner
Kansas
$67.9M -$2.78M -54,913 -4%
BW
15
BIP Wealth
Georgia
$62.7M -$17M -335,621 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$61M +$2.18M +43,065 +4%
AIA
17
Acute Investment Advisory
Arizona
$57.4M -$190K -3,760 -0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$55M +$12.4M +244,677 +29%
AWM
19
Axxcess Wealth Management
California
$54.3M +$3.58M +70,682 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$54.2M -$93.8K -1,852 -0.2%
CAAS
21
Capital Asset Advisory Services
Michigan
$53.4M +$4.04M +80,021 +8%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$52.1M -$17.4M -342,937 -25%
BCM
23
Brookstone Capital Management
Illinois
$48.3M +$39.9M +789,016 +475%
AWMS
24
Advocacy Wealth Management Services
Georgia
$46M -$1.59M -31,321 -3%
RI
25
Rinkey Investments
California
$45.4M +$1.93M +38,070 +4%
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