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iShares 0-3 Month Treasury Bond ETF
SGOV

37 hedge funds and large institutions have $679M invested in iShares 0-3 Month Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

28% more funds holding

Funds holding: 29 → 37 (+8)

3% less capital invested

Capital invested by funds: $700M → $679M (-$20.6M)

6.92% less ownership

Funds ownership: 94.56% → 87.64% (-6.9%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$52.9M
2
IWMA
Ironwood Wealth Management (Arizona)
Arizona
+$28.3M
3
PEA
Pacific Edge Advisors
California
+$5M
4
PWM
Perigon Wealth Management
California
+$1.59M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.35M

Top Sellers

1
Jane Street
Jane Street
New York
-$56.5M
2
SW
SVB Wealth
Massachusetts
-$47.2M
3
PAG
Private Advisor Group
New Jersey
-$3.09M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.57M
5
OAM
Oppenheimer Asset Management
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1
SVB Wealth
Massachusetts
$464M -$47.2M -472,029 -9%
CIA
2
Choate Investment Advisors
Massachusetts
$52.9M +$52.9M +528,852 New
IWMA
3
Ironwood Wealth Management (Arizona)
Arizona
$39.4M +$28.3M +283,237 +257%
RVPG
4
Relative Value Partners Group
$34.8M +$488K +4,883 +1%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$33.6M +$289K +2,885 +0.9%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$10.4M +$242K +2,419 +2%
OAM
7
Oppenheimer Asset Management
New York
$9M -$2.47M -24,692 -22%
WIC
8
Woodmont Investment Counsel
Tennessee
$5.06M +$19.2K +192 +0.4%
PEA
9
Pacific Edge Advisors
California
$5M +$5M +50,000 New
LCC
10
Lincoln Capital Corp
Rhode Island
$4.64M +$193K +1,932 +4%
LWANC
11
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.75M +$783K +7,831 +26%
Bank of America
12
Bank of America
North Carolina
$1.92M +$52.7K +527 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$1.81M +$1.35M +13,496 +296%
C
14
Certuity
Florida
$1.71M +$1.12M +11,169 +189%
PWM
15
Perigon Wealth Management
California
$1.59M +$1.59M +15,937 New
Stifel Financial
16
Stifel Financial
Missouri
$1.39M +$250K +2,500 +22%
KFAA
17
Klaas Financial Asset Advisors
Illinois
$1.01M +$4.8K +48 +0.5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$992K -$2.57M -25,717 -72%
EP
19
Eudaimonia Partners
Tennessee
$752K – – –
Ameriprise
20
Ameriprise
Minnesota
$688K +$688K +6,883 New
TCA
21
Transcend Capital Advisors
New Jersey
$687K +$687K +6,864 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$646K -$55K -550 -8%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$451K +$451K +4,505 New
MC
24
Matisse Capital
Oregon
$440K +$440K +4,400 New
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$398K +$398K +3,979 New
1
2

SGOV Hedge Fund Activity: Q3 2021 in Review

37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2021, worth a combined $679M — down 2.9% from $700M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SGOV positions and 4 closed out — a net gain of 8 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $52.9M. The largest seller was Jane Street, exiting entirely with an estimated $56.5M sold.

  • 37 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2021, up from 29 in Q2 2021.
  • Funds reported $679M of iShares 0-3 Month Treasury Bond ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 12 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2021 and 4 closed out, a net change of +8 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2021 was Choate Investment Advisors, an estimated $52.9M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2021 was Jane Street, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2021.