We are live on ! Find out more
TFLO icon

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
JWCA
51
J.W. Cole Advisors
Florida
$255K -$5.79K -115 -2%
IWC
52
Integrated Wealth Concepts
Massachusetts
$239K +$238K +4,739 New
S
53
SignatureFD
Georgia
$209K – – –
CFAM
54
Coury Firm Asset Management
Pennsylvania
$209K +$209K +4,150 New
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$196K +$196K +3,888 New
IRC
56
Investors Research Corp
Georgia
$116K +$25K +497 +27%
SWM
57
Selective Wealth Management
Virginia
$100K – – –
Wells Fargo
58
Wells Fargo
California
$78K -$2.92K -58 -4%
WAM
59
Worth Asset Management
Texas
$58K +$58.1K +1,155 New
FCA
60
FinTrust Capital Advisors
South Carolina
$45K – – –
FAG
61
Fortitude Advisory Group
Washington
$41K +$22.3K +443 +118%
CP
62
Castleview Partners
Texas
$16K +$16.6K +330 New
JIR
63
James Investment Research
Ohio
$14K – – –
BHWM
64
Bay Harbor Wealth Management
Maryland
$10K +$9.81K +195 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$8K – – –
LS
66
Leelyn Smith
Illinois
$6K – – –
SWM
67
Spire Wealth Management
Virginia
$4K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$4K +$4.03K +80 New
IA
69
IFP Advisors
Florida
$2K +$1.11K +22 +183%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$2K +$2.52K +50 New
FGAM
71
Financial Gravity Asset Management
Texas
$30 – – –
MC
72
Matisse Capital
Oregon
– -$442K -8,800 Closed
HAM
73
Hedges Asset Management
Nevada
– -$201K -4,000 Closed
EC
74
Estate Counselors
Wisconsin
– -$70K -1,400 Closed
FFG
75
Ford Financial Group
California
– -$45 -911 Closed
1 2
3

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.