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iShares 0-3 Month Treasury Bond ETF
SGOV

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 23

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

35% more funds holding

Funds holding: 201 → 272 (+71)

35% more funds holding in top 10

Funds holding in top 10: 37 → 50 (+13)

31% more capital invested

Capital invested by funds: $3.82B → $5.02B (+$1.2B)

1.27% more ownership

Funds ownership: 78.33% → 79.6% (+1.3%)

Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.37%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.8%
New
96
Increased
107
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$848M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$123M
3
Morgan Stanley
Morgan Stanley
New York
+$102M
4
AWS
AJ Wealth Strategies
New York
+$93.6M
5
AIP
Almanack Investment Partners
Pennsylvania
+$90M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$361M
2
CIA
Choate Investment Advisors
Massachusetts
-$179M
3
MWM
Merriman Wealth Management
Washington
-$133M
4
SW
SVB Wealth
Massachusetts
-$84.7M
5
CS
Credit Suisse
Switzerland
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$39M -$3.07M -30,683 -7%
TC
27
TownSquare Capital
Utah
$38.2M +$6.91M +68,975 +22%
RJA
28
Raymond James & Associates
Florida
$38M +$35M +349,773 +1,193%
HI
29
Harper Investing
California
$37.8M +$37.8M +377,742 New
AWS
30
Atria Wealth Solutions
New York
$35M +$7.27M +72,583 +26%
WFMPM
31
Woodley Farra Manion Portfolio Management
Indiana
$34.6M -$4.55M -45,413 -12%
PFO
32
Pathstone Family Office
New Jersey
$33.7M +$33.7M +336,634 New
WAM
33
Worth Asset Management
Texas
$33.1M +$3.85M +38,470 +13%
BFG
34
Bleakley Financial Group
New Jersey
$32.6M +$32.7M +325,969 New
RAG
35
RIA Advisory Group
Iowa
$32.3M +$44.1M +439,991 New
BTI
36
Blue Trust Inc
Georgia
$31.9M -$3.92M -39,079 -11%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$28.4M -$114K -1,141 -0.4%
DWM
38
Destination Wealth Management
California
$27.6M +$1.03M +10,269 +4%
BIP
39
Blueprint Investment Partners
North Carolina
$24M +$9.88M +98,609 +70%
CAN
40
Cetera Advisor Networks
California
$23.9M +$17.3M +173,072 +262%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$23.2M +$10.9M +108,821 +88%
SFA
42
Sequoia Financial Advisors
Ohio
$22.3M +$22.3M +222,888 New
PEA
43
Park Edge Advisors
Ohio
$21.7M +$21.7M +216,224 New
CCFM
44
Clear Creek Financial Management
Washington
$21.4M +$20.8M +207,712 +3,537%
WCG
45
Wall Capital Group
Arizona
$21.1M +$20.3M +202,514 +2,426%
BlackRock
46
BlackRock
New York
$20.3M +$7.78M +77,632 +62%
TC
47
Telemus Capital
Michigan
$19.6M -$1.15M -11,517 -6%
AC
48
AWM Capital
Arizona
$19.3M -$2.55M -25,443 -12%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$18.7M +$9.9M +98,842 +112%
MSCM
50
McElhenny Sheffield Capital Management
Texas
$18.1M +$17.6M +175,343 +3,051%
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SGOV Hedge Fund Activity: Q4 2022 in Review

272 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q4 2022, worth a combined $5.02B — up 31% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SGOV positions and 23 closed out — a net gain of 73 holders — while 107 added to existing stakes and 57 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $848M. The largest seller was Bank of America, cutting an estimated $361M.

  • 272 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q4 2022, up from 201 in Q3 2022.
  • Funds reported $5.02B of iShares 0-3 Month Treasury Bond ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 96 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q4 2022 and 23 closed out, a net change of +73 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q4 2022 was Exchange Traded Concepts, an estimated $848M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q4 2022 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2022.