iShares 0-3 Month Treasury Bond ETF
SGOV
202 hedge funds and large institutions have $3.83B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.
319% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 16
65% more funds holding in top 10
Funds holding in top 10: 23 → 38 (+15)
57% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 44
33% more funds holding
Funds holding: 152 → 202 (+50)
21% more capital invested
Capital invested by funds: $3.17B → $3.83B (+$657M)
11.44% less ownership
Funds ownership: 89.95% → 78.51% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$189M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$147M |
| 3 |
Morgan Stanley
New York
|
+$87.6M |
| 4 |
Goldman Sachs
New York
|
+$78.4M |
| 5 |
GAG
GM Advisory Group
Melville,
New York
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$246M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$217M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$71.2M |
| 4 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$43.5M |
| 5 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
-$20.5M |
SGOV Hedge Fund Activity: Q3 2022 in Review
202 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2022, worth a combined $3.83B — up 21% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SGOV positions and 16 closed out — a net gain of 51 holders — while 69 added to existing stakes and 44 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $189M. The largest seller was SVB Wealth, cutting an estimated $246M.
- 202 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2022, up from 152 in Q2 2022.
- Funds reported $3.83B of iShares 0-3 Month Treasury Bond ETF stock for Q3 2022, up 21% quarter-over-quarter.
- 67 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2022 and 16 closed out, a net change of +51 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2022 was 3EDGE Asset Management, an estimated $189M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2022 was SVB Wealth, an estimated $246M sold.
Based on aggregated 13F filings for Q3 2022.