iShares Treasury Floating Rate Bond ETF
TFLO
248 hedge funds and large institutions have $3.9B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 46 reducing their positions, and 30 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 46
83% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 30
29% more capital invested
Capital invested by funds: $3.04B → $3.9B (+$866M)
18% more funds holding in top 10
Funds holding in top 10: 38 → 45 (+7)
8% more funds holding
Funds holding: 229 → 248 (+19)
1.09% less ownership
Funds ownership: 70.47% → 69.38% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$124M |
| 2 |
SFG
Steward Financial Group
Colleyville,
Texas
|
+$78.7M |
| 3 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
+$69.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.5M |
| 5 |
AssetMark Inc
Concord,
California
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$87.1M |
| 2 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$52.2M |
| 3 |
II
Inspire Investing
Meridian,
Idaho
|
-$50.2M |
| 4 |
CF
Clarity Financial
Houston,
Texas
|
-$46.4M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$21.2M |
TFLO Hedge Fund Activity: Q1 2023 in Review
248 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q1 2023, worth a combined $3.9B — up 29% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new TFLO positions and 30 closed out — a net gain of 25 holders — while 130 added to existing stakes and 46 trimmed.
The largest buyer was SPC Financial Inc, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $87.1M.
- 248 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q1 2023, up from 229 in Q4 2022.
- Funds reported $3.9B of iShares Treasury Floating Rate Bond ETF stock for Q1 2023, up 29% quarter-over-quarter.
- 55 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q1 2023 and 30 closed out, a net change of +25 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q1 2023 was SPC Financial Inc, an estimated $124M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q1 2023 was Bank of America, an estimated $87.1M sold.
Based on aggregated 13F filings for Q1 2023.