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iShares Treasury Floating Rate Bond ETF
TFLO

71 hedge funds and large institutions have $447M invested in iShares Treasury Floating Rate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

102% more capital invested

Capital invested by funds: $222M → $447M (+$226M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more funds holding

Funds holding: 58 → 71 (+13)

4.51% more ownership

Funds ownership: 64.95% → 69.46% (+4.5%)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$82.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28M
3
UBS Group
UBS Group
Switzerland
+$21.9M
4
NQWM
Northwest Quadrant Wealth Management
Oregon
+$21.3M
5
Bank of America
Bank of America
North Carolina
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
CF
Clarity Financial
Texas
-$930K
2
CWA
Capital Wealth Alliance
Arizona
-$471K
3
MC
Matisse Capital
Oregon
-$442K
4
HAM
Hedges Asset Management
Nevada
-$201K
5
IAN
Integrated Advisors Network
Texas
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.42M +$2.29M +45,552 +2,054%
APA
27
American Portfolios Advisors
New York
$1.68M – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.47M +$863K +17,164 +143%
SI
29
Stephens Inc
Arkansas
$1.36M – – –
MCM
30
MV Capital Management
Maryland
$1.28M +$1.27M +25,230 +8,192%
LC
31
Landaas & Company
Wisconsin
$1.19M – – –
Stifel Financial
32
Stifel Financial
Missouri
$1.18M +$783K +15,573 +196%
AWMS
33
Advocacy Wealth Management Services
Georgia
$1.18M +$1.18M +23,474 New
WIC
34
Woodmont Investment Counsel
Tennessee
$800K -$50.9K -1,011 -6%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$749K +$397K +7,890 +113%
AIA
36
Arbor Investment Advisors
North Carolina
$731K -$37.7K -750 -5%
CWA
37
Capital Wealth Alliance
Arizona
$690K -$471K -9,355 -41%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$659K – – –
VA
39
Valmark Advisers
Ohio
$641K +$641K +12,739 New
SPC
40
Sigma Planning Corp
Michigan
$531K +$531K +10,554 New
WIA
41
World Investment Advisors
California
$530K +$530K +10,532 New
Vontobel Holding
42
Vontobel Holding
Switzerland
$501K – – –
BIA
43
Bigelow Investment Advisors
Maine
$461K +$98.3K +1,955 +27%
LNC
44
Lincoln National Corp
Pennsylvania
$427K -$4.23K -84 -1%
TI
45
Truepoint Inc
Ohio
$393K – – –
IAN
46
Integrated Advisors Network
Texas
$371K -$175K -3,473 -32%
IFG
47
Independent Financial Group
California
$309K +$309K +6,137 New
AWS
48
Atria Wealth Solutions
New York
$299K +$299K +5,948 New
WWM
49
WT Wealth Management
Arizona
$278K +$50.4K +1,001 +22%
BWP
50
BSW Wealth Partners
Colorado
$267K -$14.8K -295 -5%
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TFLO Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q1 2022, worth a combined $447M — up 102% from $222M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TFLO positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $82.2M. The largest seller was Clarity Financial, cutting an estimated $930K.

  • 71 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q1 2022, up from 58 in Q4 2021.
  • Funds reported $447M of iShares Treasury Floating Rate Bond ETF stock for Q1 2022, up 102% quarter-over-quarter.
  • 18 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q1 2022 and 4 closed out, a net change of +14 holders.
  • The largest iShares Treasury Floating Rate Bond ETF buyer in Q1 2022 was LPL Financial, an estimated $82.2M added.
  • The largest iShares Treasury Floating Rate Bond ETF seller in Q1 2022 was Clarity Financial, an estimated $930K sold.

Based on aggregated 13F filings for Q1 2022.