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iShares 0-3 Month Treasury Bond ETF

152 hedge funds and large institutions have $3.17B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 13

300% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 12

156% more funds holding in top 10

Funds holding in top 10: 923 (+14)

83% more funds holding

Funds holding: 83152 (+69)

77% more capital invested

Capital invested by funds: $1.8B → $3.17B (+$1.38B)

0.42% less ownership

Funds ownership: 90.38%89.95% (-0.42%)

Holders
152
Holders Change
+69
Holders Change %
+83.13%
% of All Funds
2.56%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.39%
New
82
Increased
48
Reduced
12
Closed
13
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
$1.06B +$250M +2,502,086 +31%
SW
2
SVB Wealth
Massachusetts
$431M +$37.8M +377,878 +10%
ACM
3
AlphaStar Capital Management
North Carolina
$253M +$141M +1,413,273 +127%
BFA
4
Beaumont Financial Advisors
Massachusetts
$180M +$177M +1,773,902 +6,892%
CIA
5
Choate Investment Advisors
Massachusetts
$137M +$63.4M +633,406 +86%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$80M +$45.5M +454,654 +132%
Morgan Stanley
7
Morgan Stanley
New York
$67.4M +$64.9M +648,448 +2,669%
KOC
8
Koss-Olinger Consulting
Florida
$57M +$56.9M +568,941 New
ACP
9
Aveo Capital Partners
Colorado
$55.3M +$18.6M +186,314 +51%
MSCM
10
McElhenny Sheffield Capital Management
Texas
$44.1M +$44M +440,057 New
Stifel Financial
11
Stifel Financial
Missouri
$40.4M +$33.2M +331,938 +465%
BTI
12
Blue Trust Inc
Georgia
$36.4M +$36.4M +363,595 New
SQA
13
Simon Quick Advisors
New Jersey
$33.9M +$33.9M +338,664 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$31.2M +$23.4M +233,668 +301%
Ameriprise
15
Ameriprise
Minnesota
$30.6M +$16.3M +162,552 +114%
CPFP
16
Clear Perspectives Financial Planning
Ohio
$27.7M +$27.7M +276,523 New
AWS
17
Atria Wealth Solutions
New York
$25.6M +$1.96M +19,587 +8%
EF
18
Empowered Funds
Pennsylvania
$24.4M +$24.4M +243,900 New
MAM
19
Meeder Asset Management
Ohio
$21.6M +$21.6M +216,048 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$21.5M +$21.5M +214,528 New
Jane Street
21
Jane Street
New York
$21.3M +$10.1M +101,308 +91%
WFMPM
22
Woodley Farra Manion Portfolio Management
Indiana
$20.5M +$20.4M +204,317 New
AWM
23
Accurate Wealth Management
Florida
$18.5M +$18.5M +185,167 New
Osaic Holdings
24
Osaic Holdings
Arizona
$18.1M +$5.23M +52,290 +41%
AC
25
AWM Capital
Arizona
$17.3M +$17.3M +172,849 New

SGOV Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2022, worth a combined $3.17B — up 77% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SGOV positions and 13 closed out — a net gain of 69 holders — while 48 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $250M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $36.5M sold.

  • 152 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2022, up from 83 in Q1 2022.
  • Funds reported $3.17B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2022, up 77% quarter-over-quarter.
  • 82 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2022 and 13 closed out, a net change of +69 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $250M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2022.