iShares Treasury Floating Rate Bond ETF
TFLO
525 hedge funds and large institutions have $8.38B invested in iShares Treasury Floating Rate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 192 increasing their positions, 216 reducing their positions, and 30 closing their positions.
257% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 30
15% more funds holding
Funds holding: 456 → 525 (+69)
2% less capital invested
Capital invested by funds: $8.59B → $8.38B (-$210M)
1.04% less ownership
Funds ownership: 82.09% → 81.04% (-1%)
9% less funds holding in top 10
Funds holding in top 10: 69 → 63 (-6)
11% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$65.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$61M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
+$30.1M |
| 4 |
Renaissance Technologies
New York
|
+$27.6M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$93.6M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$47.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$41.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$39.4M |
| 5 |
Cerity Partners
New York
|
-$38.4M |
TFLO Hedge Fund Activity: Q4 2023 in Review
525 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Treasury Floating Rate Bond ETF (TFLO) for Q4 2023, worth a combined $8.38B — down 2.4% from $8.59B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new TFLO positions and 30 closed out — a net gain of 77 holders — while 192 added to existing stakes and 216 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $65.1M. The largest seller was Osaic Holdings, cutting an estimated $93.6M.
- 525 institutional investors held iShares Treasury Floating Rate Bond ETF (TFLO) as of Q4 2023, up from 456 in Q3 2023.
- Funds reported $8.38B of iShares Treasury Floating Rate Bond ETF stock for Q4 2023, down 2.4% quarter-over-quarter.
- 107 funds opened new iShares Treasury Floating Rate Bond ETF positions in Q4 2023 and 30 closed out, a net change of +77 holders.
- The largest iShares Treasury Floating Rate Bond ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $65.1M added.
- The largest iShares Treasury Floating Rate Bond ETF seller in Q4 2023 was Osaic Holdings, an estimated $93.6M sold.
Based on aggregated 13F filings for Q4 2023.