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iShares 0-3 Month Treasury Bond ETF
SGOV

365 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 25

47% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 93

34% more funds holding

Funds holding: 272 → 365 (+93)

17% more capital invested

Capital invested by funds: $5.02B → $5.9B (+$876M)

16% more funds holding in top 10

Funds holding in top 10: 50 → 58 (+8)

22.5% less ownership

Funds ownership: 79.6% → 57.1% (-22%)

Holders
365
Holders Change
+93
Holders Change %
+34.19%
% of All Funds
5.82%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.92%
New
124
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
–
Net Calls
+$3.36M
Net Calls Change
+$3.36M

Top Buyers

1
Jane Street
Jane Street
New York
+$152M
2
Morgan Stanley
Morgan Stanley
New York
+$89.8M
3
LPL Financial
LPL Financial
California
+$75.4M
4
BlackRock
BlackRock
New York
+$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$48.3M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
-$140M
2
ETC
Exchange Traded Concepts
Oklahoma
-$120M
3
Goldman Sachs
Goldman Sachs
New York
-$96.3M
4
KOC
Koss-Olinger Consulting
Florida
-$60.2M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
Accurate Wealth Management
Florida
$638K -$8.89M -88,602 -93%
PIM
252
Provident Investment Management
Michigan
$630K +$279K +2,784 +80%
TCOV
253
Trust Company of Vermont
Vermont
$603K +$602K +6,000 New
OWM
254
Opes Wealth Management
California
$601K +$599K +5,975 New
BJL
255
Brighton Jones LLC
Washington
$601K +$599K +5,971 New
RG
256
Rathbones Group
United Kingdom
$598K +$597K +5,950 New
RWM
257
Rockwood Wealth Management
Pennsylvania
$590K -$24K -239 -4%
PCA
258
Providence Capital Advisors
North Carolina
$565K +$564K +5,622 New
VAG
259
VisionPoint Advisory Group
Texas
$563K +$275K +2,742 +95%
AAS
260
Ameritas Advisory Services
Nebraska
$560K +$113K +1,123 +25%
AWM
261
Axxcess Wealth Management
California
$550K +$548K +5,465 New
MCM
262
McKinley Capital Management
Alaska
$548K +$546K +5,445 New
SAM
263
Secure Asset Management
Michigan
$536K +$535K +5,332 New
NCM
264
New Capital Management
Texas
$536K +$20.4K +203 +4%
EAM
265
Eagle Asset Management
Florida
$526K -$353K -3,520 -40%
EF
266
Empirical Finance
Pennsylvania
$515K +$2.71K +27 +0.5%
MSFS
267
Main Street Financial Solutions
Pennsylvania
$514K +$291K +2,901 +131%
GRP
268
Global Retirement Partners
California
$510K +$333K +3,315 +187%
LA
269
Latitude Advisors
Florida
$507K +$3.41K +34 +0.7%
DIA
270
Dana Investment Advisors
Wisconsin
$507K +$47.6K +474 +10%
BIG
271
Boothe Investment Group
Delaware
$503K – – –
CFFP
272
Center for Financial Planning
Michigan
$502K – – –
LFG
273
Larson Financial Group
Missouri
$500K +$499K +4,976 New
BAM
274
BTS Asset Management
Massachusetts
$493K +$492K +4,900 New
WMS
275
Wealth Management Solutions
Pennsylvania
$482K +$2.31K +23 +0.5%
9 10
11
12 13

SGOV Hedge Fund Activity: Q1 2023 in Review

365 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q1 2023, worth a combined $5.9B — up 17% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SGOV positions and 25 closed out — a net gain of 99 holders — while 137 added to existing stakes and 93 trimmed.

The largest buyer was Jane Street, adding an estimated $152M. The largest seller was AlphaStar Capital Management, cutting an estimated $140M.

  • 365 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2023, up from 272 in Q4 2022.
  • Funds reported $5.9B of iShares 0-3 Month Treasury Bond ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 124 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2023 and 25 closed out, a net change of +99 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2023 was Jane Street, an estimated $152M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2023 was AlphaStar Capital Management, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2023.