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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

59 hedge funds and large institutions have $237M invested in iShares Treasury Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
4
Increased
13
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$13.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.14M
3
SS
Simplicity Solutions
Minnesota
+$3.68M
4
AWM
AE Wealth Management
Kansas
+$3.14M
5
WWM
WT Wealth Management
Arizona
+$2.76M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.96M
2
UBS Group
UBS Group
Switzerland
-$6.21M
3
Jane Street
Jane Street
New York
-$5.03M
4
LWM
Lionsbridge Wealth Management
Florida
-$3.72M
5
MCM
MV Capital Management
Maryland
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
26
Greenwood Capital Associates
South Carolina
$1.16M -$107K -2,136 -8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.04M -$44.1K -877 -4%
WIC
28
Woodmont Investment Counsel
Tennessee
$1.03M -$124K -2,460 -11%
IAN
29
Integrated Advisors Network
Texas
$1.01M -$535K -10,639 -35%
Osaic Holdings
30
Osaic Holdings
Arizona
$755K -$79.5K -1,580 -10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$687K +$5.78K +115 +0.8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$593K -$1.73M -34,488 -75%
OC
33
Oppenheimer & Co
New York
$587K – – –
CHAM
34
Clear Harbor Asset Management
Connecticut
$549K – – –
RJA
35
Raymond James & Associates
Florida
$539K – – –
SKK
36
Shepherd Kaplan Krochuk
Massachusetts
$431K -$24.6K -490 -5%
LNC
37
Lincoln National Corp
Pennsylvania
$410K +$9.15K +182 +2%
DAS
38
Dynamic Advisor Solutions
Arizona
$396K +$133K +2,650 +51%
FFG
39
Ford Financial Group
California
$387K +$12.1K +241 +3%
JIR
40
James Investment Research
Ohio
$288K – – –
BCM
41
Beck Capital Management
Texas
$276K -$126K -2,500 -31%
WLIM
42
White Lighthouse Investment Management
Massachusetts
$275K -$469K -9,330 -63%
KAS
43
Kestra Advisory Services
Texas
$262K +$262K +80 New
WCG
44
Weaver Consulting Group
California
$244K -$427K -8,485 -64%
KWA
45
KCS Wealth Advisory
California
$210K -$5.88K -117 -3%
NFG
46
Next Financial Group
Texas
$209K -$15K -298 -7%
S
47
SignatureFD
Georgia
$209K – – –
Stifel Financial
48
Stifel Financial
Missouri
$206K – – –
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$202K +$202K +4,025 New
BlackRock
50
BlackRock
New York
$164K – – –
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