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iShares 0-3 Month Treasury Bond ETF

83 hedge funds and large institutions have $1.8B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more capital invested

Capital invested by funds: $276M → $1.8B (+$1.52B)

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

80% more funds holding

Funds holding: 4683 (+37)

56.57% more ownership

Funds ownership: 33.8%90.38% (+57%)

Holders
83
Holders Change
+37
Holders Change %
+80.43%
% of All Funds
1.31%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
46
Increased
24
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$814M +$810M +8,097,431 +22,588%
SW
2
SVB Wealth
Massachusetts
$393M +$393M +3,931,325 New
ACM
3
AlphaStar Capital Management
North Carolina
$111M +$111M +1,110,038 New
CIA
4
Choate Investment Advisors
Massachusetts
$73.9M +$6.99M +69,837 +10%
ACP
5
Aveo Capital Partners
Colorado
$36.6M +$36.6M +365,642 New
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$36.5M +$3.66M +36,570 +11%
IWMA
7
Ironwood Wealth Management (Arizona)
Arizona
$36.4M -$6.92M -69,164 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.5M +$33.8M +338,009 +5,236%
AWS
9
Atria Wealth Solutions
New York
$23.6M +$23.6M +235,819 New
TC
10
Telemus Capital
Michigan
$18.2M +$18.2M +181,532 New
RVPG
11
Relative Value Partners Group
$16.8M -$6.32M -63,169 -27%
CL
12
COWA LLC
Oklahoma
$15.9M +$15.9M +158,910 New
TF
13
Trek Financial
Arizona
$15.7M -$3.77M -37,675 -19%
Ameriprise
14
Ameriprise
Minnesota
$14.3M +$13.5M +135,313 +1,857%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.3M +$10.6M +105,474 +597%
Jane Street
16
Jane Street
New York
$11.2M -$20.3M -202,657 -65%
Citadel Advisors
17
Citadel Advisors
Florida
$11.1M +$7.57M +75,702 +217%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$10.7M +$285K +2,848 +3%
Mariner
19
Mariner
Kansas
$7.81M +$7.81M +78,084 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$7.77M +$7.77M +77,653 New
Stifel Financial
21
Stifel Financial
Missouri
$7.13M +$5.49M +54,915 +335%
LWANC
22
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.93M +$2.06M +20,575 +42%
MW
23
MBL Wealth
North Carolina
$6.76M +$6.76M +67,598 New
RIG
24
RiverFront Investment Group
Virginia
$5.8M +$4.77M +47,696 +462%
OAM
25
Oppenheimer Asset Management
New York
$5.75M +$521K +5,205 +10%

SGOV Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q1 2022, worth a combined $1.8B — up 552% from $276M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SGOV positions and 8 closed out — a net gain of 38 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $810M. The largest seller was Jane Street, cutting an estimated $20.3M.

  • 83 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $1.8B of iShares 0-3 Month Treasury Bond ETF stock for Q1 2022, up 552% quarter-over-quarter.
  • 46 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2022 and 8 closed out, a net change of +38 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2022 was Bank of America, an estimated $810M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2022 was Jane Street, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2022.