iShares Treasury Floating Rate Bond ETF
TFLO
409 hedge funds and large institutions have $6.11B invested in iShares Treasury Floating Rate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 133 increasing their positions, 181 reducing their positions, and 30 closing their positions.
127% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 30
52% more capital invested
Capital invested by funds: $4.02B → $6.11B (+$2.09B)
7% more funds holding
Funds holding: 384 → 409 (+25)
4% more funds holding in top 10
Funds holding in top 10: 46 → 48 (+2)
3.44% more ownership
Funds ownership: 56.55% → 59.98% (+3.4%)
27% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$72.6M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$22.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$12.3M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$120M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$39.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26M |
| 4 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
-$24.9M |
| 5 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$19.4M |
TFLO Hedge Fund Activity: Q4 2024 in Review
409 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q4 2024, worth a combined $6.11B — up 52% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new TFLO positions and 30 closed out — a net gain of 38 holders — while 133 added to existing stakes and 181 trimmed.
The largest buyer was SPC Financial Inc, adding an estimated $72.6M. The largest seller was Oxbow Advisors, cutting an estimated $120M.
- 409 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q4 2024, up from 384 in Q3 2024.
- Funds reported $6.11B of iShares Treasury Floating Rate Bond ETF stock for Q4 2024, up 52% quarter-over-quarter.
- 68 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q4 2024 was SPC Financial Inc, an estimated $72.6M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q4 2024 was Oxbow Advisors, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2024.