TFLO icon

iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

406 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 132 increasing their positions, 180 reducing their positions, and 30 closing their positions.

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.41%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
67
Increased
132
Reduced
180
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$80.8M
2
PAG
2
Private Advisor Group
New Jersey
$45.8M
3
Bank of America
3
Bank of America
North Carolina
$330M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$14M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$19M

Top Sellers

1
OA
1
Oxbow Advisors
Texas
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$141M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$134M
4
AIA
4
Acute Investment Advisory
Arizona
$31.2M
5
PCA
5
Prosperity Capital Advisors
Ohio
$2.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.15B 42,524 +181 +0.4%
Bank of America
2
Bank of America
North Carolina
$330M 6,536,828 +265,229 +4%
LPL Financial
3
LPL Financial
California
$266M 5,273,176 -315,540 -6%
Morgan Stanley
4
Morgan Stanley
New York
$192M 3,802,924 -176,088 -4%
UBS Group
5
UBS Group
Switzerland
$141M 2,797,078 -777,446 -22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$134M 2,645,903 -515,586 -16%
Renaissance Technologies
7
Renaissance Technologies
New York
$92.1M 1,825,400 +195,205 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$86.1M 1,706,728 -328,425 -16%
SFI
9
SPC Financial Inc
Maryland
$80.8M 1,600,189 +1,436,691 +879%
FAC
10
Financial Advisory Corporation
Michigan
$80.4M 1,593,449 +1,593,449 New
BW
11
BIP Wealth
Georgia
$79.3M 1,570,323 +91,029 +6%
AssetMark Inc
12
AssetMark Inc
California
$76.5M 1,515,103 +5,308 +0.4%
AIA
13
Arbor Investment Advisors
North Carolina
$73.8M 1,462,316 -212,530 -13%
Mariner
14
Mariner
Kansas
$73.3M 1,451,618 +81,307 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$61.4M 1,217,114 -719 -0.1%
WANY
16
Wealthspire Advisors (New York)
New York
$61.4M 1,217,104 -55,267 -4%
AWM
17
Axxcess Wealth Management
California
$61M 1,208,755 +22,767 +2%
CAAS
18
Capital Asset Advisory Services
Michigan
$60.5M 1,197,997 +10,903 +0.9%
Raymond James Financial
19
Raymond James Financial
Florida
$59.7M 1,181,965 +1,181,965 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$52.9M 1,048,451 -172,712 -14%
BCM
21
Brookstone Capital Management
Illinois
$48.7M 965,202 -22,163 -2%
PAG
22
Private Advisor Group
New Jersey
$45.8M 907,869 +452,562 +99%
SYBT
23
Stock Yards Bank & Trust
Kentucky
$44.8M 886,901 +159,693 +22%
RI
24
Rinkey Investments
California
$44.1M 873,019 -5,646 -0.6%
AWMS
25
Advocacy Wealth Management Services
Georgia
$43.8M 867,331 -20,053 -2%
1
2 3 4 5