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iShares 0-3 Month Treasury Bond ETF
SGOV
SGOV
201 hedge funds and large institutions have $3.82B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
313% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 16
61% more funds holding in top 10
Funds holding in top 10: 23 → 37 (+14)
57% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 44
32% more funds holding
Funds holding: 152 → 201 (+49)
20% more capital invested
Capital invested by funds: $3.17B → $3.82B (+$648M)
11.63% less ownership
Funds ownership: 89.95% → 78.33% (-12%)
Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.46%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.64%
New
66
Increased
69
Reduced
44
Closed
16
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$457K
Top Buyers
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$189M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$147M |
| 3 |
Morgan Stanley
New York
|
+$87.6M |
| 4 |
Goldman Sachs
New York
|
+$78.4M |
| 5 |
GAG
GM Advisory Group
Melville,
New York
|
+$50.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
201
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$4M | -39,972 | Closed |
|
|
PP
202
Prudential plc
London, England,
United Kingdom
| – | -$2.9M | -29,000 | Closed |
|
203
JP Morgan Chase
New York
| – | -$1.16M | -11,621 | Closed |
|
|
W
204
WorthPointe
La Jolla,
California
| – | -$439K | -4,384 | Closed |
|
|
TI
205
Trexquant Investment
Stamford,
Connecticut
| – | -$341K | -3,408 | Closed |
|
|
GA
206
Greenspring Advisors
Towson,
Maryland
| – | -$341K | -3,403 | Closed |
|
207
Fisher Asset Management
Camas,
Washington
| – | -$307K | -3,064 | Closed |
|
|
RCM
208
Raleigh Capital Management
Cary,
North Carolina
| – | -$277K | -2,766 | Closed |
|
|
EWM
209
Executive Wealth Management
Brighton,
Michigan
| – | -$225K | -2,250 | Closed |
|
|
SWM
210
Spire Wealth Management
Mclean,
Virginia
| – | -$86K | -859 | Closed |
|
|
FF
211
FourThought Financial
Venice,
Florida
| – | -$76K | -755 | Closed |
|
|
GFP
212
Gryphon Financial Partners
Columbus,
Ohio
| – | -$61K | -609 | Closed |
|
|
HIA
213
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$200 | -2 | -40% |
|