TFLO icon

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 %
CFG
51
Capstone Financial Group
Oklahoma
$116K – – –
SWM
52
Selective Wealth Management
Virginia
$110K – – –
HR
53
Howe & Rusling
New York
$41K – – –
IRC
54
Investors Research Corp
Georgia
$37K – – –
LS
55
Leelyn Smith
Illinois
$10K -$22.7K -464 -69%
CIAS
56
Capital Investment Advisory Services
North Carolina
$8K – – –
MA
57
MCF Advisors
Kentucky
$5K -$1.55K -32 -24%
FCA
58
FinTrust Capital Advisors
South Carolina
$1.89K -$124 -2,462 -6%
LWM
59
Lionsbridge Wealth Management
Florida
– -$3.72M -74,059 Closed
BFA
60
Beaumont Financial Advisors
Massachusetts
– -$957K -19,028 Closed
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
– -$870K -17,299 Closed
UCFA
62
United Capital Financial Advisors
Texas
– -$440K -8,751 Closed
CC
63
Cypress Capital
Tennessee
– -$289K -5,752 Closed
PAG
64
Private Advisor Group
New Jersey
– -$114K -2,270 Closed
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
– -$63K -1,262 Closed
1 2
3