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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
RVPG
126
Relative Value Partners Group
$3.58M -$6M -59,903 -63%
PWM
127
Prosperity Wealth Management
California
$3.46M +$3.46M +34,528 New
SWM
128
Selective Wealth Management
Virginia
$3.44M +$2.24M +22,348 +187%
NMG
129
New Millennium Group
Utah
$3.33M +$4.41K +44 +0.1%
MA
130
Mutual Advisors
Nebraska
$3.21M +$702K +7,011 +28%
US Bancorp
131
US Bancorp
Minnesota
$3.09M +$3.04M +30,357 +6,459%
AWAU
132
Alliance Wealth Advisors (Utah)
Utah
$3.06M +$3.07M +30,594 New
CHAM
133
Clear Harbor Asset Management
Connecticut
$3.05M -$42.6K -425 -1%
P
134
&Partners
Tennessee
$3M – – –
LIM
135
Leavell Investment Management
Alabama
$2.92M +$1.67M +16,633 +133%
BTWM
136
Baker Tilly Wealth Management
Wisconsin
$2.89M +$722K +7,211 +33%
PVH
137
Psagot Value Holdings
Israel
$2.84M +$2.83M +28,200 +18,077%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$2.82M +$587K +5,859 +26%
AL
139
ADE LLC
Maryland
$2.56M +$2.56M +25,520 New
Bank of New York Mellon
140
Bank of New York Mellon
New York
$2.48M +$1.13M +11,287 +84%
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$2.44M +$210K +2,100 +9%
WP
142
WealthSource Partners
California
$2.32M +$574K +5,725 +33%
SL
143
Salomon & Ludwin
Virginia
$2.15M +$2.15M +21,424 New
GWANC
144
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.11M +$2.11M +21,104 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$1.88M +18,761 +1,132%
HF
146
HRT Financial
New York
$2.04M +$734K +7,329 +56%
AllianceBernstein
147
AllianceBernstein
Tennessee
$2M +$2M +19,998 New
LAS
148
LWM Advisory Services
Florida
$1.95M +$1.95M +19,444 New
TC
149
TAP Consulting
Missouri
$1.9M -$31.5K -314 -2%
ASN
150
Advisory Services Network
Georgia
$1.81M +$418K +4,169 +30%
4 5
6
7 8

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.