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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
4WM
276
4J Wealth Management
Virginia
$481K +$480K +4,785 New
SWA
277
Strata Wealth Advisors
Texas
$453K -$351K -3,500 -44%
RW
278
Regimen Wealth
Georgia
$446K +$2.61K +26 +0.6%
BWAM
279
Boyd Watterson Asset Management
Ohio
$445K -$569K -5,672 -56%
SIAG
280
Safeguard Investment Advisory Group
California
$442K -$779K -7,769 -64%
FFA
281
Farther Finance Advisors
California
$441K -$27.7K -276 -6%
CFGS
282
Concourse Financial Group Securities
Alabama
$441K -$401 -4 -0.1%
EP
283
Eudaimonia Partners
Tennessee
$434K -$44.4K -443 -9%
GWS
284
Glassman Wealth Services
Virginia
$429K -$106K -1,055 -20%
CWC
285
Carolinas Wealth Consulting
North Carolina
$429K +$12.8K +128 +3%
VCP
286
Verus Capital Partners
Arizona
$428K +$427K +4,254 New
WCG
287
Weaver Consulting Group
California
$423K -$225K -2,247 -35%
HI
288
Harbour Investments
Wisconsin
$422K +$421K +4,192 New
SWP
289
Strategic Wealth Partners
Ohio
$418K +$417K +4,159 New
BWP
290
Balboa Wealth Partners
Arizona
$397K +$396K +3,948 New
ML
291
McAdam LLC
Pennsylvania
$397K +$396K +3,947 New
GG
292
Greenwood Gearhart
Arkansas
$381K – – –
TCWA
293
Ten Capital Wealth Advisors
Washington
$374K +$342K +3,413 +1,126%
HL
294
HeadInvest LLC
Maine
$370K -$20.1K -200 -5%
RIA
295
Retirement Investment Advisors
Oklahoma
$366K +$365K +3,641 New
CFO
296
Capitol Family Office
Oregon
$364K +$363K +3,620 New
SIC
297
Salem Investment Counselors
North Carolina
$363K -$4.01K -40 -1%
JWCA
298
J.W. Cole Advisors
Florida
$360K +$359K +3,575 New
AWS
299
Arkfeld Wealth Strategies
Nebraska
$358K +$3.71K +37 +1%
HWMT
300
Heritage Wealth Management (Texas)
Texas
$356K -$401K -4,001 -53%
10 11
12
13 14

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.