iShares Treasury Floating Rate Bond ETF
TFLO
456 hedge funds and large institutions have $8.59B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 170 increasing their positions, 73 reducing their positions, and 17 closing their positions.
1,088% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 17
133% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 73
108% more capital invested
Capital invested by funds: $4.12B → $8.59B (+$4.46B)
66% more funds holding
Funds holding: 274 → 456 (+182)
57% more funds holding in top 10
Funds holding in top 10: 44 → 69 (+25)
16.28% more ownership
Funds ownership: 65.81% → 82.09% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.31B |
| 2 |
LPL Financial
San Diego,
California
|
+$316M |
| 3 |
BlackRock
New York
|
+$237M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$211M |
| 5 |
Morgan Stanley
New York
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$62.1M |
| 2 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$44.1M |
| 3 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
-$23.6M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$16.4M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$14.6M |
TFLO Hedge Fund Activity: Q3 2023 in Review
456 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q3 2023, worth a combined $8.59B — up 108% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new TFLO positions and 17 closed out — a net gain of 185 holders — while 170 added to existing stakes and 73 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.31B. The largest seller was SPC Financial Inc, cutting an estimated $62.1M.
- 456 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q3 2023, up from 274 in Q2 2023.
- Funds reported $8.59B of iShares Treasury Floating Rate Bond ETF stock for Q3 2023, up 108% quarter-over-quarter.
- 202 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q3 2023 and 17 closed out, a net change of +185 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $1.31B added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q3 2023 was SPC Financial Inc, an estimated $62.1M sold.
Based on aggregated 13F filings for Q3 2023.