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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$152M |
| 2 |
Morgan Stanley
New York
|
+$89.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$75.4M |
| 4 |
BlackRock
New York
|
+$48.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$140M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$120M |
| 3 |
Goldman Sachs
New York
|
-$96.3M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$60.2M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$56.8M |
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.