We are live on ! Find out more
TFLO icon

iShares Treasury Floating Rate Bond ETF

113 hedge funds and large institutions have $1.32B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 7

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

195% more capital invested

Capital invested by funds: $447M → $1.32B (+$874M)

59% more funds holding

Funds holding: 71113 (+42)

7.01% more ownership

Funds ownership: 69.46%76.46% (+7%)

Holders
113
Holders Change
+42
Holders Change %
+59.15%
% of All Funds
1.9%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.22%
New
49
Increased
42
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
51
Mather Group
Illinois
$1.39M +$1.39M +27,574 New
GWM
52
GSB Wealth Management
Connecticut
$1.25M +$1.25M +24,713 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.15M +$396K +7,863 +53%
CAN
54
Claraphi Advisory Network
United States
$1.12M +$1.12M +22,311 New
IF
55
Insight Folios
North Carolina
$1.11M +$1.11M +22,007 New
AWS
56
Atria Wealth Solutions
New York
$1.04M +$737K +14,616 +246%
RJT
57
Raymond James Trust
Florida
$986K +$986K +19,559 New
AA
58
Advisory Alpha
Michigan
$873K +$873K +17,326 New
SI
59
Stephens Inc
Arkansas
$861K -$504K -10,000 -37%
TIAM2
60
Tru Independence Asset Management 2
Oregon
$770K +$770K +15,277 New
WIC
61
Woodmont Investment Counsel
Tennessee
$736K -$65.5K -1,300 -8%
CWA
62
Capital Wealth Alliance
Arizona
$680K -$10.2K -202 -1%
SKK
63
Shepherd Kaplan Krochuk
Massachusetts
$635K -$25.2K -500 -4%
SAM
64
Synergy Asset Management
Washington
$626K +$625K +12,412 New
BIA
65
Bigelow Investment Advisors
Maine
$607K +$146K +2,890 +32%
EH
66
Equitable Holdings
New York
$537K +$537K +10,653 New
AIP
67
Almanack Investment Partners
Pennsylvania
$511K +$511K +10,136 New
Vontobel Holding
68
Vontobel Holding
Switzerland
$501K
BAM
69
BTS Asset Management
Massachusetts
$485K +$484K +9,614 New
IAN
70
Integrated Advisors Network
Texas
$469K +$97.2K +1,928 +26%
AG
71
Ascent Group
Virginia
$452K +$451K +8,951 New
TCWM
72
Total Clarity Wealth Management
Illinois
$404K +$404K +8,022 New
IFG
73
Independent Financial Group
California
$400K +$90.6K +1,798 +29%
ACM
74
Absolute Capital Management
Pennsylvania
$398K +$398K +7,895 New
PTC
75
Private Trust Company
Ohio
$398K +$398K +7,900 New

TFLO Hedge Fund Activity: Q2 2022 in Review

113 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q2 2022, worth a combined $1.32B — up 195% from $447M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TFLO positions and 7 closed out — a net gain of 42 holders — while 42 added to existing stakes and 11 trimmed.

The largest buyer was SPC Financial Inc, opening a new position worth an estimated $178M. The largest seller was Jane Street, cutting an estimated $7.5M.

  • 113 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q2 2022, up from 71 in Q1 2022.
  • Funds reported $1.32B of iShares Treasury Floating Rate Bond ETF stock for Q2 2022, up 195% quarter-over-quarter.
  • 49 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q2 2022 and 7 closed out, a net change of +42 holders.
  • The largest iShares Treasury Floating Rate Bond ETF buyer in Q2 2022 was SPC Financial Inc, an estimated $178M added.
  • The largest iShares Treasury Floating Rate Bond ETF seller in Q2 2022 was Jane Street, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2022.