iShares 0-3 Month Treasury Bond ETF
SGOV
46 hedge funds and large institutions have $276M invested in iShares 0-3 Month Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more funds holding
Funds holding: 37 → 46 (+9)
53.83% less ownership
Funds ownership: 87.64% → 33.8% (-54%)
59% less capital invested
Capital invested by funds: $679M → $276M (-$404M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$31.4M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$19.5M |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$14M |
| 4 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
+$3.93M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$464M |
| 2 |
RVPG
Relative Value Partners Group
|
-$11.6M |
| 3 |
OAM
Oppenheimer Asset Management
New York
|
-$3.78M |
| 4 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
-$3.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$992K |
SGOV Hedge Fund Activity: Q4 2021 in Review
46 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q4 2021, worth a combined $276M — down 59% from $679M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SGOV positions and 4 closed out — a net gain of 11 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $31.4M. The largest seller was SVB Wealth, exiting entirely with an estimated $464M sold.
- 46 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q4 2021, up from 37 in Q3 2021.
- Funds reported $276M of iShares 0-3 Month Treasury Bond ETF stock for Q4 2021, down 59% quarter-over-quarter.
- 15 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q4 2021 was Jane Street, an estimated $31.4M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q4 2021 was SVB Wealth, an estimated $464M sold.
Based on aggregated 13F filings for Q4 2021.