iShares 0-3 Month Treasury Bond ETF
SGOV
29 hedge funds and large institutions have $700M invested in iShares 0-3 Month Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
16% more funds holding
Funds holding: 25 → 29 (+4)
1.84% more ownership
Funds ownership: 92.72% → 94.56% (+1.8%)
2% more capital invested
Capital invested by funds: $686M → $700M (+$13.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$54.8M |
| 2 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
+$11M |
| 3 |
RVPG
Relative Value Partners Group
|
+$7.48M |
| 4 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
+$4.45M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$53.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.65M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.42M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $195K | – | – | – |
|
|
WP
27
WealthShield Partners
Cary,
North Carolina
| $55K | – | – | – |
|
28
Rockefeller Capital Management
New York
| $25K | +$25K | +250 | New |
|
29
Morgan Stanley
New York
| $1K | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.53M | -25,267 | Closed |
|
|
GAG
31
GM Advisory Group
Melville,
New York
| – | -$1.17M | -11,725 | Closed |
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$718K | -7,186 | Closed |
|
|
PFM
33
Patton Fund Management
Dallas,
Texas
| – | -$700K | -7,000 | Closed |
|
34
Creative Planning
Overland Park,
Kansas
| – | -$533K | -5,329 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | +$100 | +1 | New |
|
SGOV Hedge Fund Activity: Q2 2021 in Review
29 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2021, worth a combined $700M — up 2% from $686M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SGOV positions and 5 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $54.8M. The largest seller was SVB Wealth, cutting an estimated $53.3M.
- 29 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2021, up from 25 in Q1 2021.
- Funds reported $700M of iShares 0-3 Month Treasury Bond ETF stock for Q2 2021, up 2% quarter-over-quarter.
- 9 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2021 was Jane Street, an estimated $54.8M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2021 was SVB Wealth, an estimated $53.3M sold.
Based on aggregated 13F filings for Q2 2021.