iShares Treasury Floating Rate Bond ETF
TFLO
275 hedge funds and large institutions have $4.12B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 18 closing their positions.
167% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 18
12% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 99
11% more funds holding
Funds holding: 248 → 275 (+27)
6% more capital invested
Capital invested by funds: $3.9B → $4.12B (+$221M)
2% less funds holding in top 10
Funds holding in top 10: 45 → 44 (-1)
3.56% less ownership
Funds ownership: 69.38% → 65.82% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
+$60.4M |
| 2 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$59M |
| 3 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$25.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21.1M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$25.9M |
| 2 |
SFG
Steward Financial Group
Colleyville,
Texas
|
-$17.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$17.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$17.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.9M |
TFLO Hedge Fund Activity: Q2 2023 in Review
275 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q2 2023, worth a combined $4.12B — up 5.7% from $3.9B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new TFLO positions and 18 closed out — a net gain of 30 holders — while 111 added to existing stakes and 99 trimmed.
The largest buyer was Oxbow Advisors, adding an estimated $60.4M. The largest seller was Goldman Sachs, cutting an estimated $25.9M.
- 275 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q2 2023, up from 248 in Q1 2023.
- Funds reported $4.12B of iShares Treasury Floating Rate Bond ETF stock for Q2 2023, up 5.7% quarter-over-quarter.
- 48 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q2 2023 and 18 closed out, a net change of +30 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q2 2023 was Oxbow Advisors, an estimated $60.4M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q2 2023 was Goldman Sachs, an estimated $25.9M sold.
Based on aggregated 13F filings for Q2 2023.