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iShares 0-3 Month Treasury Bond ETF
SGOV

152 hedge funds and large institutions have $3.17B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 13

300% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 12

156% more funds holding in top 10

Funds holding in top 10: 9 → 23 (+14)

83% more funds holding

Funds holding: 83 → 152 (+69)

77% more capital invested

Capital invested by funds: $1.8B → $3.17B (+$1.38B)

0.42% less ownership

Funds ownership: 90.38% → 89.95% (-0.42%)

Holders
152
Holders Change
+69
Holders Change %
+83.13%
% of All Funds
2.56%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.39%
New
82
Increased
48
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$250M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$177M
3
ACM
AlphaStar Capital Management
North Carolina
+$141M
4
Morgan Stanley
Morgan Stanley
New York
+$64.9M
5
CIA
Choate Investment Advisors
Massachusetts
+$63.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$36.5M
2
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$19.3M
3
TF
Trek Financial
Arizona
-$15.7M
4
TC
Telemus Capital
Michigan
-$9.27M
5
RVPG
Relative Value Partners Group
-$7.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$6.05M +$6.04M +60,362 New
Citadel Advisors
52
Citadel Advisors
Florida
$6.01M -$5.06M -50,600 -46%
OAM
53
Oppenheimer Asset Management
New York
$5.89M +$137K +1,368 +2%
FFS
54
Founders Financial Securities
Maryland
$5.66M +$5.66M +56,561 New
PWM
55
Perigon Wealth Management
California
$5.56M +$4.78M +47,762 +615%
WWM
56
WT Wealth Management
Arizona
$5.34M +$5.34M +53,359 New
BPA
57
Beacon Pointe Advisors
California
$5.01M – – –
TYCC
58
Texas Yale Capital Corp
Florida
$4.74M +$4.73M +47,300 New
WS
59
Wedbush Securities
California
$4.46M +$58.2K +582 +1%
MERSOM
60
Municipal Employees' Retirement System of Michigan
Michigan
$4.44M +$4.44M +44,355 New
GEA
61
Glen Eagle Advisors
New Jersey
$4.41M +$4.41M +44,072 New
BAM
62
BTS Asset Management
Massachusetts
$4.35M +$4.34M +43,407 New
HGWM
63
Harvest Group Wealth Management
Massachusetts
$4.24M +$4.23M +42,311 New
Truist Financial
64
Truist Financial
North Carolina
$4.15M +$4.15M +41,493 New
AIP
65
Almanack Investment Partners
Pennsylvania
$4M +$4M +39,972 New
RCS
66
Retirement Capital Strategies
California
$3.7M +$3.7M +36,945 New
LCC
67
Lincoln Capital Corp
Rhode Island
$3.34M +$2.8M +28,019 +527%
DCM
68
Donaldson Capital Management
Indiana
$2.96M +$2.96M +29,611 New
PP
69
Prudential plc
United Kingdom
$2.9M +$1.4M +14,000 +93%
VA
70
Valmark Advisers
Ohio
$2.78M +$748K +7,473 +37%
YIA
71
YHB Investment Advisors
Connecticut
$2.25M +$2.25M +22,500 New
AAS
72
Avantax Advisory Services
Texas
$2M +$2.3K +23 +0.1%
SIAM
73
Sterling Investment Advisors (Missouri)
Missouri
$1.94M +$1.94M +19,404 New
TPW
74
Transatlantique Private Wealth
New York
$1.73M +$1.73M +17,242 New
HWM
75
Howard Wealth Management
Connecticut
$1.71M +$1.71M +17,100 New
1 2
3
4 5

SGOV Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2022, worth a combined $3.17B — up 77% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SGOV positions and 13 closed out — a net gain of 69 holders — while 48 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $250M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $36.5M sold.

  • 152 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2022, up from 83 in Q1 2022.
  • Funds reported $3.17B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2022, up 77% quarter-over-quarter.
  • 82 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2022 and 13 closed out, a net change of +69 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $250M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2022.