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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

382 hedge funds and large institutions have $4.02B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-26
Holders Change %
-6.37%
% of All Funds
5.53%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
44
Increased
118
Reduced
195
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
Oxbow Advisors
Texas
$135M
2
GM
GeoWealth Management
Illinois
$44.2M
3
SYBT
Stock Yards Bank & Trust
Kentucky
$36.8M
4
PDL
Portfolio Design Labs
California
$26.1M
5
PCA
Prosperity Capital Advisors
Ohio
$22M

Top Sellers

1
WI
Wintrust Investments
Illinois
$3.97M
2
SFC
Strategic Financial Concepts
Texas
$589K
3
Jane Street
Jane Street
New York
$3.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$317M +$9.16M +181,080 +3%
LPL Financial
2
LPL Financial
California
$283M -$4.96M -98,111 -2%
Morgan Stanley
3
Morgan Stanley
New York
$201M -$7.59K -150 -0%
UBS Group
4
UBS Group
Switzerland
$181M -$8.13M -160,692 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M -$17.9M -353,869 -10%
OA
6
Oxbow Advisors
Texas
$135M +$50.6M +999,068 +60%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$103M -$1.52M -29,952 -1%
AIA
8
Arbor Investment Advisors
North Carolina
$84.7M +$7.68M +151,847 +10%
Renaissance Technologies
9
Renaissance Technologies
New York
$82.5M +$4.49M +88,695 +6%
AssetMark Inc
10
AssetMark Inc
California
$76.4M -$2.12M -41,910 -3%
BW
11
BIP Wealth
Georgia
$74.8M +$12.2M +241,272 +19%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$73M -$16.5M -326,060 -18%
Mariner
13
Mariner
Kansas
$69.3M +$1.54M +30,486 +2%
WANY
14
Wealthspire Advisors (New York)
New York
$64.4M -$5.6M -110,704 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$61.8M +$885K +17,486 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$61.6M -$11.3M -223,009 -15%
AWM
17
Axxcess Wealth Management
California
$60M +$5.77M +113,938 +11%
CAAS
18
Capital Asset Advisory Services
Michigan
$59.9M +$6.6M +130,859 +12%
AIA
19
Acute Investment Advisory
Arizona
$56.3M -$1.04M -20,619 -2%
BCM
20
Brookstone Capital Management
Illinois
$50M +$1.63M +32,152 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$47.5M -$6.63M -130,996 -12%
AWMS
22
Advocacy Wealth Management Services
Georgia
$44.9M -$1.01M -20,048 -2%
RI
23
Rinkey Investments
California
$44.5M -$846K -16,714 -2%
GM
24
GeoWealth Management
Illinois
$44.2M +$44.2M +872,706 New
LC
25
Landaas & Company
Wisconsin
$42.2M -$39.7K -785 -0.1%
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