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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

63 hedge funds and large institutions have $361M invested in iShares Treasury Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.37%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
14
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$22.8M
2
MCM
MV Capital Management
Maryland
+$12.2M
3
CC
Cypress Capital
Tennessee
+$10.9M
4
Jane Street
Jane Street
New York
+$6.6M
5
LC
Landaas & Company
Wisconsin
+$4.22M

Top Sellers

1
BCM
Beck Capital Management
Texas
-$11.6M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.88M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.84M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.65M
5
BEC
Blue Edge Capital
Virginia
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.52M -$2.35M -46,696 -48%
APA
27
American Portfolios Advisors
New York
$2M +$317K +6,285 +19%
GSC
28
G&S Capital
Colorado
$1.89M +$1.34M +26,610 +242%
BTS
29
BB&T Securities
Virginia
$1.65M +$9.67K +192 +0.6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.33M -$6.84M -135,762 -84%
AI
31
Atria Investments
North Carolina
$1.32M +$492K +9,776 +59%
JIR
32
James Investment Research
Ohio
$1.29M -$297K -5,899 -19%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.14M +$40.3K +800 +4%
SPC
34
Sigma Planning Corp
Michigan
$1.13M +$175K +3,485 +18%
GCA
35
Greenwood Capital Associates
South Carolina
$1.09M +$1.09M +21,535 New
AG
36
Advisor Group
Arizona
$972K +$368K +7,298 +61%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$848K -$6.65M -132,040 -89%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K +$64.2K +1,275 +10%
FTUS
39
Flow Traders U.S.
New York
$656K -$239K -4,742 -27%
FHA
40
First Horizon Advisors
Tennessee
$580K -$26.2K -521 -4%
CHAM
41
Clear Harbor Asset Management
Connecticut
$577K – – –
FFG
42
Ford Financial Group
California
$518K +$518K +10,292 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$512K +$169K +3,358 +49%
UAS
44
United Asset Strategies
New York
$452K +$452K +8,981 New
WLIM
45
White Lighthouse Investment Management
Massachusetts
$415K +$415K +8,250 New
SKK
46
Shepherd Kaplan Krochuk
Massachusetts
$362K -$157K -3,110 -30%
Wells Fargo
47
Wells Fargo
California
$314K +$314K +6,241 New
LWAC
48
Laurel Wealth Advisors (California)
California
$286K +$286K +5,687 New
CBU
49
CIBC Bank USA
Illinois
$257K -$208K -4,131 -45%
TC
50
Telemus Capital
Michigan
$252K -$252K -5,000 -50%
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