iShares Treasury Floating Rate Bond ETF
TFLO
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.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4.95% more ownership
Funds ownership: 50.61% → 55.56% (+4.9%)
2% more funds holding
Funds holding: 61 → 62 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
18% less capital invested
Capital invested by funds: $295M → $243M (-$52.3M)
29% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$17.2M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$8.64M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.93M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18.1M |
| 2 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
-$13M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.7M |
| 5 |
Morgan Stanley
New York
|
-$10.1M |
TFLO Hedge Fund Activity: Q2 2020 in Review
62 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q2 2020, worth a combined $243M — down 18% from $295M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TFLO positions and 11 closed out — a net gain of 1 holder — while 17 added to existing stakes and 24 trimmed.
The largest buyer was MV Capital Management, adding an estimated $17.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $18.1M.
- 62 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q2 2020, up from 61 in Q1 2020.
- Funds reported $243M of iShares Treasury Floating Rate Bond ETF stock for Q2 2020, down 18% quarter-over-quarter.
- 12 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q2 2020 and 11 closed out, a net change of +1 holder.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q2 2020 was MV Capital Management, an estimated $17.2M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q2 2020 was Cambridge Investment Research Advisors, an estimated $18.1M sold.
Based on aggregated 13F filings for Q2 2020.