We are live on ! Find out more
SGOV icon

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
AF
76
Allworth Financial
California
$4K +$3.5K +35 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$3K +$3K +30 New
AssetMark Inc
78
AssetMark Inc
California
$3K +$3.1K +31 New
HWA
79
HHM Wealth Advisors
Tennessee
$2K +$2.3K +23 New
HIA
80
Harbor Investment Advisory
Maryland
$1K +$500 +5 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1K +$900 +9 New
AWM
82
Avior Wealth Management
Nebraska
$1K +$1.1K +11 New
AIC
83
Archer Investment Corporation
Indiana
$100 +$100 +1 New
ZIM
84
Zacks Investment Management
Illinois
– -$742K -7,415 Closed
SB
85
Strategic Blueprint
Georgia
– -$689K -6,892 Closed
TCA
86
Transcend Capital Advisors
New Jersey
– -$664K -6,634 Closed
MC
87
Matisse Capital
Oregon
– -$440K -4,400 Closed
UBS Group
88
UBS Group
Switzerland
– -$403K -4,029 Closed
RCS
89
Retirement Capital Strategies
California
– -$278K -2,783 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$272K -2,717 Closed
CA
91
CoreCap Advisors
Michigan
– -$6K -59 Closed
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.