iShares Treasury Floating Rate Bond ETF
TFLO
524 hedge funds and large institutions have $8.76B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 193 increasing their positions, 215 reducing their positions, and 30 closing their positions.
253% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 30
15% more funds holding
Funds holding: 456 → 524 (+68)
2.54% more ownership
Funds ownership: 82.37% → 84.91% (+2.5%)
2% more capital invested
Capital invested by funds: $8.61B → $8.76B (+$160M)
7% less funds holding in top 10
Funds holding in top 10: 68 → 63 (-5)
10% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$364M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$65.1M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$61M |
| 4 |
SL
Summitry LLC
Foster City,
California
|
+$30.1M |
| 5 |
Renaissance Technologies
New York
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$93.6M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$47.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$41.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$39.4M |
| 5 |
Cerity Partners
New York
|
-$38.4M |
TFLO Hedge Fund Activity: Q4 2023 in Review
524 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q4 2023, worth a combined $8.76B — up 1.9% from $8.61B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new TFLO positions and 30 closed out — a net gain of 76 holders — while 193 added to existing stakes and 215 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $364M. The largest seller was Osaic Holdings, cutting an estimated $93.6M.
- 524 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q4 2023, up from 456 in Q3 2023.
- Funds reported $8.76B of iShares Treasury Floating Rate Bond ETF stock for Q4 2023, up 1.9% quarter-over-quarter.
- 106 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q4 2023 and 30 closed out, a net change of +76 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $364M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q4 2023 was Osaic Holdings, an estimated $93.6M sold.
Based on aggregated 13F filings for Q4 2023.