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iShares Treasury Floating Rate Bond ETF

409 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 68 funds opening new positions, 133 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

52% more capital invested

Capital invested by funds: $4.02B → $6.11B (+$2.09B)

7% more funds holding

Funds holding: 384409 (+25)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

3.44% more ownership

Funds ownership: 56.55%59.98% (+3.4%)

27% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 181

Holders
409
Holders Change
+25
Holders Change %
+6.51%
% of All Funds
5.39%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.63%
New
68
Increased
133
Reduced
181
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.15B +$9.14K +181 +0.4%
Bank of America
2
Bank of America
North Carolina
$330M +$13.4M +265,229 +4%
LPL Financial
3
LPL Financial
California
$266M -$15.9M -315,540 -6%
Morgan Stanley
4
Morgan Stanley
New York
$192M -$8.89M -176,088 -4%
UBS Group
5
UBS Group
Switzerland
$141M -$39.3M -777,446 -22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$134M -$26M -515,586 -16%
Renaissance Technologies
7
Renaissance Technologies
New York
$92.1M +$9.86M +195,205 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$86.1M -$16.6M -328,425 -16%
SFI
9
SPC Financial Inc
Maryland
$80.8M +$72.6M +1,436,691 +879%
FAC
10
Financial Advisory Corporation
Michigan
$80.4M +$80.5M +1,593,449 New
BW
11
BIP Wealth
Georgia
$79.3M +$4.6M +91,029 +6%
AssetMark Inc
12
AssetMark Inc
California
$76.5M +$268K +5,308 +0.4%
AIA
13
Arbor Investment Advisors
North Carolina
$73.8M -$10.7M -212,530 -13%
Mariner
14
Mariner
Kansas
$73.3M +$4.11M +81,307 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$61.4M -$36.3K -719 -0.1%
WANY
16
Wealthspire Advisors (New York)
New York
$61.4M -$2.79M -55,267 -4%
AWM
17
Axxcess Wealth Management
California
$61M +$1.15M +22,767 +2%
CAAS
18
Capital Asset Advisory Services
Michigan
$60.5M +$551K +10,903 +0.9%
Raymond James Financial
19
Raymond James Financial
Florida
$59.7M +$59.7M +1,181,965 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$52.9M -$8.72M -172,712 -14%
BCM
21
Brookstone Capital Management
Illinois
$48.7M -$1.12M -22,163 -2%
PAG
22
Private Advisor Group
New Jersey
$45.8M +$22.9M +452,562 +99%
SYBT
23
Stock Yards Bank & Trust
Kentucky
$44.8M +$8.07M +159,693 +22%
RI
24
Rinkey Investments
California
$44.1M -$285K -5,646 -0.6%
AWMS
25
Advocacy Wealth Management Services
Georgia
$43.8M -$1.01M -20,053 -2%

TFLO Hedge Fund Activity: Q4 2024 in Review

409 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q4 2024, worth a combined $6.11B — up 52% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new TFLO positions and 30 closed out — a net gain of 38 holders — while 133 added to existing stakes and 181 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $72.6M. The largest seller was Oxbow Advisors, cutting an estimated $120M.

  • 409 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q4 2024, up from 384 in Q3 2024.
  • Funds reported $6.11B of iShares Treasury Floating Rate Bond ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 68 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest iShares Treasury Floating Rate Bond ETF buyer in Q4 2024 was SPC Financial Inc, an estimated $72.6M added.
  • The largest iShares Treasury Floating Rate Bond ETF seller in Q4 2024 was Oxbow Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2024.