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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

62 hedge funds and large institutions have $243M invested in iShares Treasury Floating Rate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
12
Increased
17
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$17.2M
2
EWM
Elmwood Wealth Management
California
+$8.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.71M
5
Bank of America
Bank of America
North Carolina
+$3.01M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$18.1M
2
AIA
Arbor Investment Advisors
North Carolina
-$13M
3
AWM
AE Wealth Management
Kansas
-$12.9M
4
UBS Group
UBS Group
Switzerland
-$12.7M
5
Morgan Stanley
Morgan Stanley
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
26
Integrated Advisors Network
Texas
$1.54M +$1.11M +22,046 +255%
W
27
Wealthquest
Ohio
$1.37M +$1.37M +27,267 New
GCA
28
Greenwood Capital Associates
South Carolina
$1.27M +$75.1K +1,493 +6%
WIC
29
Woodmont Investment Counsel
Tennessee
$1.15M – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +21,494 New
BFA
31
Beaumont Financial Advisors
Massachusetts
$957K -$1.9M -37,707 -66%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$870K -$1.83M -36,382 -68%
Osaic Holdings
33
Osaic Holdings
Arizona
$834K -$431K -8,575 -34%
WLIM
34
White Lighthouse Investment Management
Massachusetts
$744K -$124K -2,470 -14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$681K +$17K +338 +3%
WCG
36
Weaver Consulting Group
California
$670K -$387K -7,706 -37%
OC
37
Oppenheimer & Co
New York
$587K +$587K +11,679 New
CHAM
38
Clear Harbor Asset Management
Connecticut
$549K – – –
RJA
39
Raymond James & Associates
Florida
$539K +$539K +10,715 New
SKK
40
Shepherd Kaplan Krochuk
Massachusetts
$456K – – –
UCFA
41
United Capital Financial Advisors
Texas
$440K -$57.5K -1,143 -12%
BCM
42
Beck Capital Management
Texas
$402K +$402K +7,994 New
LNC
43
Lincoln National Corp
Pennsylvania
$401K -$7.04K -140 -2%
FFG
44
Ford Financial Group
California
$375K -$92.7K -1,847 -20%
CC
45
Cypress Capital
Tennessee
$289K +$289K +5,752 New
JIR
46
James Investment Research
Ohio
$288K – – –
DAS
47
Dynamic Advisor Solutions
Arizona
$263K +$263K +5,230 New
NFG
48
Next Financial Group
Texas
$224K – – –
KWA
49
KCS Wealth Advisory
California
$216K -$6.64K -132 -3%
S
50
SignatureFD
Georgia
$209K +$209K +4,161 New
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