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iShares 0-3 Month Treasury Bond ETF
SGOV

83 hedge funds and large institutions have $1.8B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more capital invested

Capital invested by funds: $276M → $1.8B (+$1.52B)

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

80% more funds holding

Funds holding: 46 → 83 (+37)

56.57% more ownership

Funds ownership: 33.8% → 90.38% (+57%)

Holders
83
Holders Change
+37
Holders Change %
+80.43%
% of All Funds
1.31%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
46
Increased
24
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$810M
2
SW
SVB Wealth
Massachusetts
+$393M
3
ACM
AlphaStar Capital Management
North Carolina
+$111M
4
ACP
Aveo Capital Partners
Colorado
+$36.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$20.3M
2
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$6.92M
3
RVPG
Relative Value Partners Group
-$6.32M
4
TF
Trek Financial
Arizona
-$3.77M
5
FTUS
Flow Traders U.S.
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$5M +$5M +50,000 New
WIC
27
Woodmont Investment Counsel
Tennessee
$4.7M -$114K -1,135 -2%
WS
28
Wedbush Securities
California
$4.4M +$4.4M +43,981 New
Osaic Holdings
29
Osaic Holdings
Arizona
$4.3M +$12.6M +126,076 +6,479%
TIAM2
30
Tru Independence Asset Management 2
Oregon
$4.29M +$4.29M +42,909 New
TIM
31
Tortoise Investment Management
New York
$3.82M +$3.82M +38,214 New
WAM
32
Worth Asset Management
Texas
$3.55M +$3.54M +35,435 New
BFA
33
Beaumont Financial Advisors
Massachusetts
$2.58M +$2.57M +25,738 New
Morgan Stanley
34
Morgan Stanley
New York
$2.43M +$2.38M +23,836 +5,227%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.15M +$2.04M +20,362 +1,740%
VA
36
Valmark Advisers
Ohio
$2.03M +$1.72M +17,188 +550%
AAS
37
Avantax Advisory Services
Texas
$2M +$2M +19,995 New
LPL Financial
38
LPL Financial
California
$1.99M +$1.99M +19,868 New
C
39
Certuity
Florida
$1.71M +$100 +1 +0%
PP
40
Prudential plc
United Kingdom
$1.5M +$1.5M +15,000 New
PCA
41
Providence Capital Advisors
North Carolina
$1.4M +$1.4K +14 New
RIA
42
Realta Investment Advisors
Delaware
$1.24M +$1.24M +12,409 New
GWS
43
Glassman Wealth Services
Virginia
$1.22M -$1K -10 -0.1%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$1.2M -$204K -2,038 -14%
QPWM
45
Quadrant Private Wealth Management
Pennsylvania
$1.19M +$155K +1,549 +15%
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
$1.13M +$450K +4,500 +67%
OC
47
Oppenheimer & Co
New York
$934K +$934K +9,340 New
FTUS
48
Flow Traders U.S.
New York
$892K -$2.15M -21,447 -71%
PWM
49
Perigon Wealth Management
California
$777K -$922K -9,216 -54%
EP
50
Eudaimonia Partners
Tennessee
$752K +$752K +7,520 New
1
2
3 4

SGOV Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q1 2022, worth a combined $1.8B — up 552% from $276M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SGOV positions and 8 closed out — a net gain of 38 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $810M. The largest seller was Jane Street, cutting an estimated $20.3M.

  • 83 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $1.8B of iShares 0-3 Month Treasury Bond ETF stock for Q1 2022, up 552% quarter-over-quarter.
  • 46 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2022 and 8 closed out, a net change of +38 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2022 was Bank of America, an estimated $810M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2022 was Jane Street, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2022.