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iShares Treasury Floating Rate Bond ETF

56 hedge funds and large institutions have $140M invested in iShares Treasury Floating Rate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% less ownership

Funds ownership: 55.92%51.67% (-4.3%)

5% less funds holding

Funds holding: 5956 (-3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less capital invested

Capital invested by funds: $188M → $140M (-$48.2M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
4
Increased
13
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
26
Integrated Advisors Network
Texas
$824K -$36K -715 -4%
SKK
27
Shepherd Kaplan Krochuk
Massachusetts
$645K +$103K +2,040 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$603K -$3.02K -60 -0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$518K -$812K -16,143 -61%
Vontobel Holding
30
Vontobel Holding
Switzerland
$500K
LNC
31
Lincoln National Corp
Pennsylvania
$462K +$10K +199 +2%
CHAM
32
Clear Harbor Asset Management
Connecticut
$433K
RJA
33
Raymond James & Associates
Florida
$427K -$58.8K -1,169 -12%
TI
34
Truepoint Inc
Ohio
$392K
OC
35
Oppenheimer & Co
New York
$377K -$25.7K -512 -6%
JWCA
36
J.W. Cole Advisors
Florida
$363K +$95.4K +1,897 +36%
Stifel Financial
37
Stifel Financial
Missouri
$298K +$92K +1,830 +45%
FTUS
38
Flow Traders U.S.
New York
$254K -$1.4M -27,828 -85%
GCA
39
Greenwood Capital Associates
South Carolina
$238K -$71.8K -1,427 -23%
IF
40
Insight Folios
North Carolina
$230K +$230K +4,571 New
S
41
SignatureFD
Georgia
$209K
NFG
42
Next Financial Group
Texas
$209K +$6.94K +138 +3%
BWA
43
Beam Wealth Advisors
Louisiana
$201K +$201K +3,995 New
FCA
44
FinTrust Capital Advisors
South Carolina
$153K -$10.8K -215 -7%
Osaic Holdings
45
Osaic Holdings
Arizona
$112K -$8.4K -167 -7%
SWM
46
Selective Wealth Management
Virginia
$110K
Wells Fargo
47
Wells Fargo
California
$81K
MCM
48
MV Capital Management
Maryland
$76K -$38.4M -762,928 -100%
IRC
49
Investors Research Corp
Georgia
$63K +$18.8K +374 +43%
FFG
50
Ford Financial Group
California
$45K +$45.8K +911 New

TFLO Hedge Fund Activity: Q2 2021 in Review

56 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q2 2021, worth a combined $140M — down 26% from $188M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TFLO and 4 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $6.85M. The largest seller was MV Capital Management, cutting an estimated $38.4M.

  • 56 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q2 2021, down from 59 in Q1 2021.
  • Funds reported $140M of iShares Treasury Floating Rate Bond ETF stock for Q2 2021, down 26% quarter-over-quarter.
  • 4 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q2 2021 and 6 closed out, a net change of -2 holders.
  • The largest iShares Treasury Floating Rate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $6.85M added.
  • The largest iShares Treasury Floating Rate Bond ETF seller in Q2 2021 was MV Capital Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2021.