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iShares 0-3 Month Treasury Bond ETF
SGOV

37 hedge funds and large institutions have $679M invested in iShares 0-3 Month Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

28% more funds holding

Funds holding: 29 → 37 (+8)

3% less capital invested

Capital invested by funds: $700M → $679M (-$20.6M)

6.92% less ownership

Funds ownership: 94.56% → 87.64% (-6.9%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
+$52.9M
2
IWMA
Ironwood Wealth Management (Arizona)
Arizona
+$28.3M
3
PEA
Pacific Edge Advisors
California
+$5M
4
PWM
Perigon Wealth Management
California
+$1.59M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$56.5M
2
SW
SVB Wealth
Massachusetts
-$47.2M
3
PAG
Private Advisor Group
New Jersey
-$3.09M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.57M
5
OAM
Oppenheimer Asset Management
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$325K +$325K +3,251 New
Citigroup
27
Citigroup
New York
$318K +$318K +3,175 New
PA
28
Parallel Advisors
California
$300K -$2.1M -21,001 -88%
DIA
29
Dana Investment Advisors
Wisconsin
$280K +$47.2K +472 +20%
VA
30
Valmark Advisers
Ohio
$267K +$267K +2,668 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$243K -$51.9K -519 -18%
FNBOSM
32
First National Bank of South Miami
Florida
$221K -$25.2K -252 -10%
Osaic Holdings
33
Osaic Holdings
Arizona
$198K +$3.2K +32 +2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$83K +$83K +830 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$25K – – –
Morgan Stanley
36
Morgan Stanley
New York
$1K – – –
Jane Street
37
Jane Street
New York
– -$56.5M -565,255 Closed
PAG
38
Private Advisor Group
New Jersey
– -$3.09M -30,855 Closed
FTUS
39
Flow Traders U.S.
New York
– -$1.61M -16,100 Closed
UBS Group
40
UBS Group
Switzerland
– -$1.16M -11,577 Closed
1
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SGOV Hedge Fund Activity: Q3 2021 in Review

37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2021, worth a combined $679M — down 2.9% from $700M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SGOV positions and 4 closed out — a net gain of 8 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $52.9M. The largest seller was Jane Street, exiting entirely with an estimated $56.5M sold.

  • 37 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2021, up from 29 in Q2 2021.
  • Funds reported $679M of iShares 0-3 Month Treasury Bond ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 12 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2021 and 4 closed out, a net change of +8 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2021 was Choate Investment Advisors, an estimated $52.9M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2021 was Jane Street, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2021.