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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$250M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$177M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$141M |
| 4 |
Morgan Stanley
New York
|
+$64.9M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$63.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$36.5M |
| 2 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
-$19.3M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$15.7M |
| 4 |
TC
Telemus Capital
Southfield,
Michigan
|
-$9.27M |
| 5 |
RVPG
Relative Value Partners Group
|
-$7.3M |
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.