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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

62 hedge funds and large institutions have $243M invested in iShares Treasury Floating Rate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
12
Increased
17
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MV Capital Management
Maryland
+$17.2M
2
EWM
Elmwood Wealth Management
California
+$8.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.71M
5
Bank of America
Bank of America
North Carolina
+$3.01M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$18.1M
2
AIA
Arbor Investment Advisors
North Carolina
-$13M
3
AWM
AE Wealth Management
Kansas
-$12.9M
4
UBS Group
UBS Group
Switzerland
-$12.7M
5
Morgan Stanley
Morgan Stanley
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1
MV Capital Management
Maryland
$54.9M +$17.2M +341,771 +46%
Bank of America
2
Bank of America
North Carolina
$26.4M +$3.01M +59,852 +13%
AIA
3
Arbor Investment Advisors
North Carolina
$20.5M -$13M -257,697 -39%
Morgan Stanley
4
Morgan Stanley
New York
$15.5M -$10.1M -200,295 -39%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.3M +$3.93M +78,122 +38%
LPL Financial
6
LPL Financial
California
$11.5M -$933K -18,542 -8%
UBS Group
7
UBS Group
Switzerland
$10M -$12.7M -253,488 -56%
EWM
8
Elmwood Wealth Management
California
$8.64M +$8.64M +171,816 New
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.18M +$252K +5,020 +3%
LC
10
Landaas & Company
Wisconsin
$8.17M -$1.01M -20,080 -11%
Jane Street
11
Jane Street
New York
$6.69M +$1.06M +21,050 +19%
IFS
12
Ifrah Financial Services
Arkansas
$5.17M +$244K +4,843 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$3.75M -$6.14M -122,044 -62%
LWM
14
Lionsbridge Wealth Management
Florida
$3.72M -$33.9K -674 -0.9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.71M +$3.71M +73,802 New
WI
16
Wintrust Investments
Illinois
$3.66M -$1.82M -36,136 -33%
AWM
17
AE Wealth Management
Kansas
$3.03M -$12.9M -255,469 -81%
APA
18
American Portfolios Advisors
New York
$3.03M +$782K +15,540 +35%
SS
19
Simplicity Solutions
Minnesota
$2.95M -$9.77M -194,252 -77%
SI
20
Stephens Inc
Arkansas
$2.81M +$155K +3,080 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.33M -$18.1M -359,461 -89%
FCA
22
FinTrust Capital Advisors
South Carolina
$2.01M -$678K -13,470 -25%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.79M +$1.41M +28,010 +372%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.62M +$995K +19,789 +159%
CWA
25
Capital Wealth Alliance
Arizona
$1.61M +$207K +4,111 +15%
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