iShares Treasury Floating Rate Bond ETF
TFLO
35 hedge funds and large institutions have $124M invested in iShares Treasury Floating Rate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
46% more funds holding
Funds holding: 24 → 35 (+11)
23% more capital invested
Capital invested by funds: $101M → $124M (+$23.3M)
5.85% less ownership
Funds ownership: 60.56% → 54.71% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Landaas & Company
Milwaukee,
Wisconsin
|
+$6.49M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$5.12M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.53M |
| 5 |
DMC
Drexel Morgan & Co
Radnor,
Pennsylvania
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$8.77M |
| 2 |
Jane Street
New York
|
-$7.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.28M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$226K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$49K |
TFLO Hedge Fund Activity: Q3 2018 in Review
35 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q3 2018, worth a combined $124M — up 23% from $101M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TFLO positions and 3 closed out — a net gain of 11 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Landaas & Company, adding an estimated $6.49M. The largest seller was James Investment Research, cutting an estimated $8.77M.
- 35 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q3 2018, up from 24 in Q2 2018.
- Funds reported $124M of iShares Treasury Floating Rate Bond ETF stock for Q3 2018, up 23% quarter-over-quarter.
- 14 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q3 2018 and 3 closed out, a net change of +11 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q3 2018 was Landaas & Company, an estimated $6.49M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q3 2018 was James Investment Research, an estimated $8.77M sold.
Based on aggregated 13F filings for Q3 2018.