iShares 0-3 Month Treasury Bond ETF
SGOV
25 hedge funds and large institutions have $686M invested in iShares 0-3 Month Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
32% more funds holding
Funds holding: 19 → 25 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.19% less ownership
Funds ownership: 95.91% → 92.72% (-3.2%)
18% less capital invested
Capital invested by funds: $835M → $686M (-$148M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$26.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.29M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.05M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$179M |
| 2 |
Jane Street
New York
|
-$15.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.08M |
| 4 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
-$636K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$508K |
SGOV Hedge Fund Activity: Q1 2021 in Review
25 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q1 2021, worth a combined $686M — down 18% from $835M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SGOV positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $26.8M. The largest seller was SVB Wealth, cutting an estimated $179M.
- 25 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2021, up from 19 in Q4 2020.
- Funds reported $686M of iShares 0-3 Month Treasury Bond ETF stock for Q1 2021, down 18% quarter-over-quarter.
- 8 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2021 and 2 closed out, a net change of +6 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2021 was Relative Value Partners Group, an estimated $26.8M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2021 was SVB Wealth, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2021.