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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
WA
301
Win Advisors
Florida
$351K +$350K +3,492 New
AWA
302
Arete Wealth Advisors
Illinois
$350K +$349K +3,478 New
Wells Fargo
303
Wells Fargo
California
$344K +$229K +2,283 +201%
IFG
304
Independent Financial Group
California
$339K +$338K +3,373 New
CAG
305
Csenge Advisory Group
Florida
$333K +$332K +3,312 New
WMA
306
West Michigan Advisors
Michigan
$310K +$107K +1,064 +53%
ULWM
307
Upper Left Wealth Management
Florida
$307K +$306K +3,054 New
CAL
308
Capital Advisors Ltd
Ohio
$303K +$302K +3,011 New
SAM
309
Synergy Asset Management
Washington
$302K +$301K +3,000 New
TWC
310
TD Waterhouse Canada
Ontario, Canada
$299K +$268K +2,676 New
TC
311
Trilogy Capital
California
$298K +$297K +2,959 New
HAIM
312
Hunter Associates Investment Management
Pennsylvania
$295K +$291K +2,899 New
TCM
313
Triumph Capital Management
Colorado
$290K -$24.1K -240 -8%
OCM
314
One Capital Management
California
$285K +$285K +2,837 New
RZH
315
Relyea Zuckerberg Hanson
Connecticut
$274K +$273K +2,723 New
CFO
316
Custos Family Office
Texas
$261K +$260K +2,592 New
VIA
317
Vident Investment Advisory
Georgia
$259K +$258K +2,573 New
FSA
318
Financial Sense Advisors
California
$251K +$251K +2,500 New
NL
319
NWAM LLC
Washington
$246K +$246K +2,448 New
VAS
320
Vestmark Advisory Solutions
Massachusetts
$233K -$310K -3,094 -57%
MWM
321
Meridian Wealth Management
Kentucky
$233K +$232K +2,313 New
SWP
322
Semus Wealth Partners
Florida
$232K -$20.6K -205 -8%
ACM
323
Advance Capital Management
Michigan
$227K +$227K +2,258 New
SWM
324
Spire Wealth Management
Virginia
$227K +$137K +1,365 +154%
SOS
325
Silver Oak Securities
Tennessee
$223K +$10.4K +104 +5%
11 12
13
14 15

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.