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iShares Treasury Floating Rate Bond ETF (TFLO) Institutional Ownership

iShares Treasury Floating Rate Bond ETF logo
$50.41 +0.03 (+0.06%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$1.73B
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TFLO Institutional Buying and Selling by Quarter

iShares Treasury Floating Rate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.6,429$325K0.0%-37.9%0.005%
11/25/2024 Destination Wealth Management41,143$2.08M0.1%+1.8%0.030%
11/25/2024 World Investment Advisors LLC5,616$284K0.0%-24.5%0.004%
11/25/2024 Sanctuary Advisors LLC89,713$4.54M0.0%-15.8%0.066%
11/21/2024 SkyView Investment Advisors LLC63,755$3.23M0.5%N/A0.047%
11/18/2024 Coldstream Capital Management Inc.4,022$203K0.0%N/A0.003%
11/18/2024 Strait & Sound Wealth Management LLC15,782$799K0.4%+186.3%0.012%
11/15/2024 Brophy Wealth Management LLC17,681$895K0.3%N/A0.013%
11/15/2024 MML Investors Services LLC548,652$27.76M0.1%-5.5%0.402%
11/15/2024 Main Management LLC68,383$3.46M0.3%-9.5%0.050%
11/15/2024 Orion Portfolio Solutions LLC215,038$10.88M0.2%-23.4%0.157%
11/15/2024 EP Wealth Advisors LLC3,768$191K0.0%N/A0.003%
11/15/2024 Jane Street Group LLC62,177$3.15M0.0%-89.3%0.046%
11/15/2024 Kovitz Investment Group Partners LLC145,555$7.37M0.0%-0.4%0.107%
11/15/2024 WESCAP Management Group Inc.284,989$14.42M3.6%+1.2%0.209%
11/15/2024 Weaver Consulting Group347,928$17.61M5.6%+45.0%0.255%
11/15/2024 Stifel Financial Corp682,950$34.56M0.0%+0.5%0.500%
11/15/2024 IHT Wealth Management LLC13,073$661K0.0%-15.4%0.010%
11/15/2024 Integrated Wealth Concepts LLC20,974$1.06M0.0%-14.6%0.015%
11/15/2024 HighTower Advisors LLC271,865$13.76M0.0%-47.1%0.199%
11/15/2024 Ascent Group LLC341,911$17.30M1.3%+475.5%0.250%
11/14/2024 Kiely Wealth Advisory Group Inc.220,720$11.15M7.1%-48.6%0.162%
11/14/2024 Flow Traders U.S. LLC314,051$15.89M0.8%+497.3%0.230%
11/14/2024 Rockefeller Capital Management L.P.22,515$1.14M0.0%-8.3%0.016%
11/14/2024 CreativeOne Wealth LLC71,571$3.62M0.1%-36.5%0.052%
11/14/2024 Cravens & Co Advisors LLC62,752$3.18M2.5%-29.7%0.046%
11/13/2024 Townsquare Capital LLC11,971$606K0.0%-12.1%0.009%
11/13/2024 BNP Paribas Financial Markets74,580$3.77M0.0%+190.9%0.055%
11/13/2024 D.A. Davidson & CO.5,799$293K0.0%+7.8%0.004%
11/13/2024 Bank of Montreal Can179,649$9.09M0.0%+21.2%0.132%
11/13/2024 Private Trust Co. NA25,150$1.27M0.1%-6.8%0.018%
11/13/2024 Boston Family Office LLC28,003$1.42M0.1%-11.3%0.021%
11/12/2024 Cahill Financial Advisors Inc.61,224$3.10M0.4%-17.5%0.045%
11/12/2024 Centaurus Financial Inc.24,716$1.25M0.1%+34.0%0.018%
11/12/2024 WESPAC Advisors LLC84,310$4.27M3.2%-5.6%0.062%
11/12/2024 Cerity Partners LLC168,601$8.53M0.0%+38.2%0.123%
11/12/2024 Optivise Advisory Services LLC671,396$33.97M17.9%N/A0.492%
11/12/2024 Stonebrook Private Inc.4,137$209K0.1%-82.8%0.003%
11/12/2024 Nwam LLC8,952$453K0.0%N/A0.007%
11/12/2024 Meridian Wealth Management LLC102,734$5.20M0.3%-10.9%0.075%
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11/12/2024 Concorde Asset Management LLC4,210$213K0.1%-30.3%0.003%
11/12/2024 Darden Wealth Group Inc25,080$1.27M0.9%+22.0%0.018%
11/9/2024 LPL Financial LLC5,588,716$282.79M0.1%-1.7%4.091%
11/8/2024 Steele Capital Management Inc.35,494$1.80M0.1%+26.6%0.026%
11/8/2024 Portfolio Design Labs LLC516,000$26.11M7.3%+377.0%0.378%
11/8/2024 First Horizon Advisors Inc.6,146$311K0.0%+67.2%0.004%
11/8/2024 Kraft Davis & Associates LLC7,854$397K0.1%+91.3%0.006%
11/8/2024 Avior Wealth Management LLC6,857$347K0.0%-14.0%0.005%
11/8/2024 FWG Holdings LLC77,480$3.92M1.9%+8.5%0.057%
11/8/2024 BIP Wealth LLC1,479,294$74.85M5.1%+19.5%1.083%
11/8/2024 Prospera Financial Services Inc14,029$710K0.0%+57.2%0.010%
11/7/2024 Vertex Planning Partners LLC195,450$9.89M2.4%+22.3%0.143%
11/7/2024 Sugar Maple Asset Management LLC274,145$13.87M12.1%+4.1%0.201%
11/6/2024 Signature Estate & Investment Advisors LLC15,617$790K0.0%-36.1%0.011%
11/6/2024 OneDigital Investment Advisors LLC755,451$38.23M0.4%+36.9%0.553%
11/6/2024 Palo Alto Wealth Advisors LLC41,734$2.11M0.9%-30.7%0.031%
11/6/2024 Lifeworks Advisors LLC4,518$229K0.0%+11.9%0.003%
11/6/2024 Intelligence Driven Advisers LLC18,387$930K0.1%-31.2%0.013%
11/6/2024 Oppenheimer & Co. Inc.26,781$1.36M0.0%-92.2%0.020%
11/5/2024 Hamel Associates Inc.191,485$9.69M3.0%+4.2%0.140%
11/5/2024 Haverford Trust Co31,816$1.61M0.0%-12.8%0.023%
11/5/2024 Aptus Capital Advisors LLC10,197$516K0.0%-11.4%0.007%
11/5/2024 Prime Capital Investment Advisors LLC22,736$1.15M0.0%-13.0%0.017%
11/5/2024 Savvy Advisors Inc.96,983$4.91M1.0%+139.1%0.071%
11/5/2024 Harbour Investments Inc.7,777$394K0.0%-34.2%0.006%
11/4/2024 Laffer Tengler Investments Inc.26,679$1.35M0.3%+8.1%0.020%
11/4/2024 Core Wealth Partners LLC7,747$392K0.2%-28.3%0.006%
11/4/2024 Maiden Cove Capital LLC7,483$378K0.8%N/A0.005%
11/4/2024 Disciplined Investments LLC106,239$5.38M2.7%+3.7%0.078%
11/4/2024 Axxcess Wealth Management LLC1,185,988$60.01M1.5%+10.6%0.868%
11/1/2024 GSG Advisors LLC8,184$413K0.1%N/A0.006%
11/1/2024 Sheets Smith Wealth Management19,455$984K0.1%-2.7%0.014%
11/1/2024 Proficio Capital Partners LLC83,085$4.20M0.4%-43.9%0.061%
11/1/2024 Atria Investments Inc198,542$10.05M0.1%+4.0%0.145%
11/1/2024 Oxbow Advisors LLC2,676,362$135.42M13.4%+59.6%1.959%
11/1/2024 PFS Partners LLC118,233$5.98M3.4%+282.2%0.087%
11/1/2024 Assetmark Inc.1,509,795$76.40M0.2%-2.7%1.105%
11/1/2024 Able Wealth Management LLC37,675$1.91M1.4%-15.6%0.028%
11/1/2024 Advocacy Wealth Management Services LLC887,384$44.90M3.5%-2.2%0.650%
11/1/2024 Verity Asset Management Inc.10,604$537K0.2%+137.5%0.008%
10/31/2024 Montecito Bank & Trust104,164$5.27M0.9%-0.6%0.076%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC4,782$242K0.2%N/A0.004%
10/30/2024 Maia Wealth LLC4,202$213K0.1%-24.1%0.003%
10/30/2024 Austin Private Wealth LLC6,235$315K0.0%-7.7%0.005%
10/30/2024 Divergent Wealth Advisors458,831$23.22M4.2%+4.6%0.336%
10/30/2024 Clarity Financial LLC22,004$1.11M0.1%-1.4%0.016%
10/30/2024 Alterna Wealth Management Inc.3,990$202K0.2%-54.5%0.003%
10/30/2024 Moloney Securities Asset Management LLC22,744$1.15M0.2%+182.7%0.017%
10/30/2024 Capital Wealth Alliance LLC190,817$9.66M5.6%+30.3%0.140%
10/29/2024 Acute Investment Advisory LLC1,112,068$56.27M32.3%-1.8%0.814%
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10/29/2024 Janney Montgomery Scott LLC74,453$3.77M0.0%-13.3%0.055%
10/29/2024 Vigilare Wealth Management18,217$922K0.4%+14.8%0.013%
10/29/2024 James Investment Research Inc.52,719$2.67M0.3%-9.5%0.039%
10/29/2024 Farther Finance Advisors LLC83,285$4.21M0.2%-4.4%0.061%
10/28/2024 CacheTech Inc.5,574$282K0.1%N/A0.004%
10/28/2024 Focus Financial Network Inc.52,046$2.63M0.1%+54.2%0.038%
10/28/2024 Stephens Inc. AR34,119$1.73M0.0%-8.7%0.025%
10/28/2024 US Bancorp DE983$50K0.0%-91.8%0.001%
10/25/2024 TNF LLC19,894$1.01M0.4%-6.0%0.015%
10/25/2024 SteelPeak Wealth LLC100,200$5.07M0.2%+703.7%0.073%
(Data available from 1/1/2016 forward)

TFLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLO shares?

During the previous two years, 561 institutional investors and hedge funds held shares of iShares Treasury Floating Rate Bond ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($5.13B), Bank of America Corp DE ($517.94M), Morgan Stanley ($379.43M), LPL Financial LLC ($282.79M), UBS Group AG ($220.54M), Envestnet Asset Management Inc. ($178.09M), and JPMorgan Chase & Co. ($163.21M).Learn more on TFLO's institutional investors.

Which institutional investors have been buying iShares Treasury Floating Rate Bond ETF stock?

Of the 506 institutional investors that purchased iShares Treasury Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($27.58M), LPL Financial LLC ($8.15M), CWM LLC ($4.03M), Envestnet Portfolio Solutions Inc. ($3.82M), Morgan Stanley ($3.47M), JPMorgan Chase & Co. ($3.22M), and Bank of America Corp DE ($3.18M).

How much institutional buying is happening at iShares Treasury Floating Rate Bond ETF?

Institutional investors have bought a total of 131,951,942 shares in the last 24 months. This purchase volume represents approximately $6.68B in transactions.

Which iShares Treasury Floating Rate Bond ETF major shareholders have been selling company stock?

Of the 338 institutional investors that sold iShares Treasury Floating Rate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SPC Financial Inc. ($4.86M), Envestnet Portfolio Solutions Inc. ($3.68M), Janney Montgomery Scott LLC ($3.25M), Osaic Holdings Inc. ($2.91M), Park Avenue Securities LLC ($2.17M), MV Capital Management Inc. ($1.88M), and Commonwealth Equity Services LLC ($1.36M).

How much institutional selling is happening at iShares Treasury Floating Rate Bond ETF?

Institutional investors have sold a total of 49,944,246 shares in the last 24 months. This volume of shares sold represents approximately $2.53B in transactions.



This page (NYSEARCA:TFLO) was last updated on 12/22/2024 by MarketBeat.com Staff
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