iShares Treasury Floating Rate Bond ETF
TFLO
57 hedge funds and large institutions have $222M invested in iShares Treasury Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 10 closing their positions.
59% more capital invested
Capital invested by funds: $140M → $222M (+$82.2M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14.39% more ownership
Funds ownership: 50.54% → 64.94% (+14%)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2% more funds holding
Funds holding: 56 → 57 (+1)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Clarity Financial
Houston,
Texas
|
+$52.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$40.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.11M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.73M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.22M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$3.58M |
| 3 |
Jane Street
New York
|
-$2.31M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.82M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.49M |
TFLO Hedge Fund Activity: Q4 2021 in Review
57 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q4 2021, worth a combined $222M — up 59% from $140M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TFLO positions and 10 closed out — a net gain of 1 holder — while 14 added to existing stakes and 19 trimmed.
The largest buyer was Clarity Financial, opening a new position worth an estimated $52.1M. The largest seller was AE Wealth Management, cutting an estimated $4.22M.
- 57 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q4 2021, up from 56 in Q3 2021.
- Funds reported $222M of iShares Treasury Floating Rate Bond ETF stock for Q4 2021, up 59% quarter-over-quarter.
- 11 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q4 2021 and 10 closed out, a net change of +1 holder.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q4 2021 was Clarity Financial, an estimated $52.1M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q4 2021 was AE Wealth Management, an estimated $4.22M sold.
Based on aggregated 13F filings for Q4 2021.