iShares Treasury Floating Rate Bond ETF
TFLO
229 hedge funds and large institutions have $3.04B invested in iShares Treasury Floating Rate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 100 increasing their positions, 48 reducing their positions, and 10 closing their positions.
590% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 10
108% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 48
41% more funds holding in top 10
Funds holding in top 10: 27 → 38 (+11)
32% more funds holding
Funds holding: 173 → 229 (+56)
11% more capital invested
Capital invested by funds: $2.72B → $3.04B (+$312M)
10.97% less ownership
Funds ownership: 81.44% → 70.47% (-11%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $23.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$161M |
| 2 |
LPL Financial
San Diego,
California
|
+$39.6M |
| 3 |
Morgan Stanley
New York
|
+$35.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$30.6M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$168M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$58.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$51.2M |
| 4 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$41.5M |
| 5 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$33.6M |
TFLO Hedge Fund Activity: Q4 2022 in Review
229 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q4 2022, worth a combined $3.04B — up 11% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new TFLO positions and 10 closed out — a net gain of 59 holders — while 100 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $161M. The largest seller was SPC Financial Inc, cutting an estimated $168M.
- 229 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q4 2022, up from 173 in Q3 2022.
- Funds reported $3.04B of iShares Treasury Floating Rate Bond ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 69 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q4 2022 and 10 closed out, a net change of +59 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q4 2022 was Bank of America, an estimated $161M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q4 2022 was SPC Financial Inc, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2022.