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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$52.9M |
| 2 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
+$28.3M |
| 3 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
+$5M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$1.59M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$56.5M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$47.2M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.09M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.57M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
-$2.47M |
SGOV Hedge Fund Activity: Q3 2021 in Review
37 of the 5,728 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.