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iShares Treasury Floating Rate Bond ETF
TFLO

Overview Fund Activity

59 hedge funds and large institutions have $237M invested in iShares Treasury Floating Rate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
4
Increased
13
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$13.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.14M
3
SS
Simplicity Solutions
Minnesota
+$3.68M
4
AWM
AE Wealth Management
Kansas
+$3.14M
5
WWM
WT Wealth Management
Arizona
+$2.76M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.96M
2
UBS Group
UBS Group
Switzerland
-$6.21M
3
Jane Street
Jane Street
New York
-$5.03M
4
LWM
Lionsbridge Wealth Management
Florida
-$3.72M
5
MCM
MV Capital Management
Maryland
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1
MV Capital Management
Maryland
$52.4M -$2.48M -49,248 -5%
AIA
2
Arbor Investment Advisors
North Carolina
$19.1M -$1.39M -27,594 -7%
Bank of America
3
Bank of America
North Carolina
$16.4M -$9.96M -198,120 -38%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9M +$13.3M +263,984 +819%
Morgan Stanley
5
Morgan Stanley
New York
$14.8M -$698K -13,871 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.7M -$1.58M -31,383 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.9M +$8.14M +161,945 +219%
LPL Financial
8
LPL Financial
California
$10.9M -$574K -11,404 -5%
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.79M +$608K +12,091 +7%
EWM
10
Elmwood Wealth Management
California
$8.64M – – –
LC
11
Landaas & Company
Wisconsin
$6.78M -$1.39M -27,668 -17%
SS
12
Simplicity Solutions
Minnesota
$6.63M +$3.68M +73,230 +125%
AWM
13
AE Wealth Management
Kansas
$6.17M +$3.14M +62,513 +104%
Citadel Advisors
14
Citadel Advisors
Florida
$6.06M +$2.31M +46,027 +62%
IFS
15
Ifrah Financial Services
Arkansas
$5.2M +$35.1K +697 +0.7%
WI
16
Wintrust Investments
Illinois
$3.82M +$160K +3,190 +4%
UBS Group
17
UBS Group
Switzerland
$3.79M -$6.21M -123,585 -62%
SI
18
Stephens Inc
Arkansas
$2.81M – – –
WWM
19
WT Wealth Management
Arizona
$2.76M +$2.76M +54,845 New
APA
20
American Portfolios Advisors
New York
$2.24M -$782K -15,540 -26%
NCM
21
New Capital Management
Texas
$1.76M +$1.76M +35,037 New
Jane Street
22
Jane Street
New York
$1.66M -$5.03M -99,961 -75%
CWA
23
Capital Wealth Alliance
Arizona
$1.64M +$31.6K +628 +2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.52M -$270K -5,372 -15%
W
25
Wealthquest
Ohio
$1.26M -$114K -2,271 -8%
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