iShares Treasury Floating Rate Bond ETF
TFLO
61 hedge funds and large institutions have $295M invested in iShares Treasury Floating Rate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $277M → $295M (+$18.3M)
0% more funds holding
Funds holding: 61 → 61 (0)
8.08% less ownership
Funds ownership: 58.69% → 50.61% (-8.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
42% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.6M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$12.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.2M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$8.58M |
| 3 |
LC
Landaas & Company
Milwaukee,
Wisconsin
|
-$4.69M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.7M |
| 5 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
-$2.98M |
TFLO Hedge Fund Activity: Q1 2020 in Review
61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q1 2020, worth a combined $295M — up 6.6% from $277M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TFLO positions and 10 closed out — a net gain of 5 holders — while 15 added to existing stakes and 26 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $19.6M. The largest seller was UBS Group, cutting an estimated $13.2M.
- 61 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $295M of iShares Treasury Floating Rate Bond ETF stock for Q1 2020, up 6.6% quarter-over-quarter.
- 15 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q1 2020 and 10 closed out, a net change of +5 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $19.6M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q1 2020 was UBS Group, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2020.