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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

57 hedge funds and large institutions have $320M invested in iShares Treasury Floating Rate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+22
Holders Change %
+62.86%
% of All Funds
1.27%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.2%
New
27
Increased
22
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$34.7M
2
AIA
Arbor Investment Advisors
North Carolina
+$33.9M
3
Morgan Stanley
Morgan Stanley
New York
+$17.9M
4
BCM
Beck Capital Management
Texas
+$11.6M
5
UBS Group
UBS Group
Switzerland
+$10.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.59M
2
NAM
NorthCoast Asset Management
Connecticut
-$2.03M
3
Jane Street
Jane Street
New York
-$2.03M
4
MA
MCF Advisors
Kentucky
-$1.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.7M +$17.9M +355,496 +86%
AIA
2
Arbor Investment Advisors
North Carolina
$37.7M +$33.9M +675,159 +891%
MCM
3
MV Capital Management
Maryland
$34.7M +$34.7M +690,624 New
LC
4
Landaas & Company
Wisconsin
$22.3M +$5.64M +112,339 +34%
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$21.8M +$21.8M +429,925 New
UBS Group
6
UBS Group
Switzerland
$17.6M +$10.8M +214,111 +157%
Bank of America
7
Bank of America
North Carolina
$17M +$2.35M +46,673 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.1M +$5.75M +114,357 +78%
BCM
9
Beck Capital Management
Texas
$11.6M +$11.6M +230,235 New
LPL Financial
10
LPL Financial
California
$9.1M +$499K +9,925 +6%
CC
11
Cypress Capital
Tennessee
$8.57M +$8.57M +170,507 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.16M +$7.93M +157,723 +3,479%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.48M +$2.78M +55,292 +59%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.07M +$7.07M +140,617 New
BEC
15
Blue Edge Capital
Virginia
$5.91M +$2.98M +59,368 +102%
Stifel Financial
16
Stifel Financial
Missouri
$4.87M +$4.87M +96,895 New
IFS
17
Ifrah Financial Services
Arkansas
$4.63M -$126K -2,512 -3%
Allianz Asset Management
18
Allianz Asset Management
Germany
$4.61M +$3.39M +67,460 +278%
RJA
19
Raymond James & Associates
Florida
$3.66M +$3.66M +72,827 New
EWM
20
Elmwood Wealth Management
California
$3.62M +$3.54M +70,445 +4,545%
WI
21
Wintrust Investments
Illinois
$3.56M +$1.17M +23,293 +49%
DMC
22
Drexel Morgan & Co
Pennsylvania
$3.54M +$61.1K +1,215 +2%
NAM
23
NorthCoast Asset Management
Connecticut
$3.09M -$2.03M -40,398 -40%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.05M +$331K +6,578 +12%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.71M +$2.71M +53,993 New
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