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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$848M |
| 2 |
Neuberger Berman Group
New York
|
+$123M |
| 3 |
Morgan Stanley
New York
|
+$102M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
+$93.6M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$90M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$361M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$179M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$133M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$84.7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$42.6M |
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.