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iShares 0-3 Month Treasury Bond ETF
SGOV

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 23

88% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 57

35% more funds holding

Funds holding: 201 → 272 (+71)

35% more funds holding in top 10

Funds holding in top 10: 37 → 50 (+13)

31% more capital invested

Capital invested by funds: $3.82B → $5.02B (+$1.2B)

1.27% more ownership

Funds ownership: 78.33% → 79.6% (+1.3%)

Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.37%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.8%
New
96
Increased
107
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$848M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$123M
3
Morgan Stanley
Morgan Stanley
New York
+$102M
4
AWS
AJ Wealth Strategies
New York
+$93.6M
5
AIP
Almanack Investment Partners
Pennsylvania
+$90M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$361M
2
CIA
Choate Investment Advisors
Massachusetts
-$179M
3
MWM
Merriman Wealth Management
Washington
-$133M
4
SW
SVB Wealth
Massachusetts
-$84.7M
5
CS
Credit Suisse
Switzerland
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$848M +$848M +8,461,490 +366,457%
Bank of America
2
Bank of America
North Carolina
$488M -$361M -3,599,850 -42%
Morgan Stanley
3
Morgan Stanley
New York
$257M +$102M +1,016,473 +66%
ACM
4
AlphaStar Capital Management
North Carolina
$240M -$37.9M -378,694 -14%
3AM
5
3EDGE Asset Management
Florida
$229M +$39.9M +398,142 +21%
BFA
6
Beaumont Financial Advisors
Massachusetts
$185M +$10.6M +106,273 +6%
Goldman Sachs
7
Goldman Sachs
New York
$138M +$49.3M +492,435 +55%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$123M +$123M +1,225,992 New
SW
9
SVB Wealth
Massachusetts
$100M -$84.7M -845,596 -46%
AWS
10
AJ Wealth Strategies
New York
$93.5M +$93.6M +933,938 New
AIP
11
Almanack Investment Partners
Pennsylvania
$90M +$90M +898,622 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$71.8M +$66.9M +667,979 +1,354%
ACP
13
Aveo Capital Partners
Colorado
$65.8M -$33.8M -337,595 -34%
KOC
14
Koss-Olinger Consulting
Florida
$60.2M +$3.03M +30,271 +5%
LPL Financial
15
LPL Financial
California
$59.5M +$34M +339,320 +133%
GAG
16
GM Advisory Group
New York
$58.2M +$7.87M +78,538 +16%
UBS Group
17
UBS Group
Switzerland
$57M +$15.9M +159,030 +39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$55.2M +$30.9M +308,885 +127%
Osaic Holdings
19
Osaic Holdings
Arizona
$53.1M +$19.5M +194,832 +58%
CA
20
Crane Advisory
California
$45.5M +$15M +149,400 +49%
Corient Private Wealth
21
Corient Private Wealth
Florida
$42.8M +$42.9M +427,797 New
EF
22
Empowered Funds
Pennsylvania
$42.7M -$8.6M -85,846 -17%
Stifel Financial
23
Stifel Financial
Missouri
$42.7M +$3.24M +32,321 +8%
TF
24
Trek Financial
Arizona
$41.5M +$1.41M +14,102 +4%
KWM
25
Kingsview Wealth Management
Oregon
$41.5M +$6.48M +64,676 +18%
1
2 3 4 5

SGOV Hedge Fund Activity: Q4 2022 in Review

272 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q4 2022, worth a combined $5.02B — up 31% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SGOV positions and 23 closed out — a net gain of 73 holders — while 107 added to existing stakes and 57 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $848M. The largest seller was Bank of America, cutting an estimated $361M.

  • 272 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q4 2022, up from 201 in Q3 2022.
  • Funds reported $5.02B of iShares 0-3 Month Treasury Bond ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 96 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q4 2022 and 23 closed out, a net change of +73 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q4 2022 was Exchange Traded Concepts, an estimated $848M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q4 2022 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2022.