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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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$572K +$93.8K +938 +20%
HWA
102
HHM Wealth Advisors
Tennessee
$571K +$568K +5,677 +24,683%
RIG
103
RiverFront Investment Group
Virginia
$566K -$5.24M -52,353 -90%
AssetMark Inc
104
AssetMark Inc
California
$536K +$533K +5,323 +17,171%
BAM
105
Belpointe Asset Management
Nevada
$504K +$256K +2,554 +103%
BIG
106
Boothe Investment Group
Delaware
$500K +$500K +5,000 New
CAN
107
Cetera Advisor Networks
California
$496K +$495K +4,949 New
W
108
WorthPointe
California
$439K +$439K +4,384 New
DIA
109
Dana Investment Advisors
Wisconsin
$431K +$37.1K +371 +9%
APA
110
Astoria Portfolio Advisors
New York
$416K -$80.2K -802 -16%
BWAM
111
Boyd Watterson Asset Management
Ohio
$389K +$389K +3,884 New
FIA
112
Foundations Investment Advisors
Arizona
$382K +$382K +3,823 New
OPS
113
Orion Portfolio Solutions
Nebraska
$376K +$375K +3,752 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$346K -$35.8K -358 -9%
TI
115
Trexquant Investment
Connecticut
$341K +$138K +1,384 +68%
GA
116
Greenspring Advisors
Maryland
$341K +$340K +3,403 New
CCFM
117
Clear Creek Financial Management
Washington
$341K +$341K +3,405 New
AAS
118
Ameritas Advisory Services
Nebraska
$340K +$340K +3,394 New
PA
119
Parallel Advisors
California
$308K – – –
Fisher Asset Management
120
Fisher Asset Management
Washington
$307K +$307K +3,064 New
RWM
121
Rockwood Wealth Management
Pennsylvania
$301K +$301K +3,011 New
LIM
122
Leavell Investment Management
Alabama
$299K +$298K +2,982 New
CWM
123
Congress Wealth Management
Massachusetts
$292K +$292K +2,915 New
RCM
124
Raleigh Capital Management
North Carolina
$277K +$277K +2,766 New
Betterment LLC
125
Betterment LLC
New York
$268K -$15.7K -157 -6%
3 4
5
6 7

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.