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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

63 hedge funds and large institutions have $361M invested in iShares Treasury Floating Rate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.37%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
14
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$22.8M
2
MCM
MV Capital Management
Maryland
+$12.2M
3
CC
Cypress Capital
Tennessee
+$10.9M
4
Jane Street
Jane Street
New York
+$6.6M
5
LC
Landaas & Company
Wisconsin
+$4.22M

Top Sellers

1
BCM
Beck Capital Management
Texas
-$11.6M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.88M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.84M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.65M
5
BEC
Blue Edge Capital
Virginia
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1
MV Capital Management
Maryland
$47M +$12.2M +242,485 +35%
Morgan Stanley
2
Morgan Stanley
New York
$42M +$3.18M +63,140 +8%
UBS Group
3
UBS Group
Switzerland
$40.5M +$22.8M +453,456 +129%
AIA
4
Arbor Investment Advisors
North Carolina
$38M +$194K +3,848 +0.5%
LC
5
Landaas & Company
Wisconsin
$26.6M +$4.22M +83,875 +19%
BOPW
6
Brandywine Oak Private Wealth
Pennsylvania
$21.4M -$254K -5,038 -1%
CC
7
Cypress Capital
Tennessee
$19.5M +$10.9M +215,985 +127%
Bank of America
8
Bank of America
North Carolina
$15.4M -$1.56M -30,962 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14M +$789K +15,658 +6%
LPL Financial
10
LPL Financial
California
$12.2M +$3.12M +62,045 +34%
EWM
11
Elmwood Wealth Management
California
$7.32M +$3.7M +73,410 +102%
WI
12
Wintrust Investments
Illinois
$7.04M +$3.48M +69,116 +98%
Jane Street
13
Jane Street
New York
$6.6M +$6.6M +131,058 New
IFS
14
Ifrah Financial Services
Arkansas
$4.65M +$10.5K +208 +0.2%
DMC
15
Drexel Morgan & Co
Pennsylvania
$3.83M +$288K +5,727 +8%
Allianz Asset Management
16
Allianz Asset Management
Germany
$3.79M -$827K -16,420 -18%
RJA
17
Raymond James & Associates
Florida
$3.78M +$112K +2,223 +3%
Citadel Advisors
18
Citadel Advisors
Florida
$3.4M +$3.4M +67,509 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.3M +$248K +4,932 +8%
NAM
20
NorthCoast Asset Management
Connecticut
$2.82M -$280K -5,562 -9%
LWANC
21
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.82M +$2.82M +55,940 New
WCG
22
Weaver Consulting Group
California
$2.82M +$2.82M +56,006 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.79M +$70.3K +1,397 +3%
W
24
Wealthquest
Ohio
$2.77M +$760K +15,085 +38%
SI
25
Stephens Inc
Arkansas
$2.67M – – –
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