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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
VCM
51
Virtue Capital Management
Tennessee
$17.1M +$17.1M +171,086 New
ACA
52
Aptus Capital Advisors
Alabama
$16.7M +$16.7M +166,552 New
CA
53
Clearstead Advisors
Ohio
$16.2M +$16.2M +161,400 New
Truist Financial
54
Truist Financial
North Carolina
$15.3M +$11.2M +111,966 +274%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$14.9M +$7.52M +75,095 +102%
CPFP
56
Clear Perspectives Financial Planning
Ohio
$14.7M -$14.4M -143,420 -49%
SPIA
57
Steward Partners Investment Advisory
New York
$14.4M +$14.4M +143,868 +248,048%
MWM
58
Merriman Wealth Management
Washington
$14.3M -$133M -1,327,299 -90%
MAM
59
Meeder Asset Management
Ohio
$14.2M +$125K +1,252 +0.9%
TIM
60
Tortoise Investment Management
New York
$13.9M +$2.73M +27,288 +25%
CFM
61
Capricorn Fund Managers
United Kingdom
$13.7M – – –
CL
62
Cabana LLC
Arkansas
$13.7M +$13.7M +137,089 New
TM
63
Titan Managers
Arizona
$13.6M -$641K -6,393 -5%
FIA
64
Foundations Investment Advisors
Arizona
$13.4M +$13M +129,537 +3,378%
OAM
65
Oppenheimer Asset Management
New York
$13.2M +$5.85M +58,406 +79%
GWM
66
Greenwich Wealth Management
Connecticut
$12.9M +$1.67M +16,668 +15%
CC
67
Cypress Capital
Tennessee
$12.8M +$12.8M +127,523 New
IA
68
IFP Advisors
Florida
$12.7M +$12.6M +126,164 +12,491%
BCM
69
Brookstone Capital Management
Illinois
$12.1M +$1.7M +16,968 +16%
AP
70
Advisors Preferred
Maryland
$11.6M +$611K +6,100 +6%
CP
71
Clayton Partners
California
$11.2M +$11.2M +111,574 New
TPW
72
Transatlantique Private Wealth
New York
$11M +$12.6M +125,893 +543%
WFA
73
Wellspring Financial Advisors
Ohio
$10.5M +$1.9M +18,927 +22%
PWM
74
Perigon Wealth Management
California
$10M +$1.58M +15,758 +19%
UCFA
75
United Capital Financial Advisors
Texas
$9.95M +$5.77M +57,559 +138%
1 2
3
4 5

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.