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iShares 0-3 Month Treasury Bond ETF

404 hedge funds and large institutions have $5.54B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 158 increasing their positions, 132 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 52

21% more funds holding in top 10

Funds holding in top 10: 5870 (+12)

20% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 132

11% more funds holding

Funds holding: 365404 (+39)

6% less capital invested

Capital invested by funds: $5.9B → $5.54B (-$359M)

6.43% less ownership

Funds ownership: 57.1%50.67% (-6.4%)

Holders
404
Holders Change
+39
Holders Change %
+10.68%
% of All Funds
6.34%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
1.1%
New
96
Increased
158
Reduced
132
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
351
Prospera Financial Services
Texas
$262K +$261K +2,600 New
SWM
352
Spire Wealth Management
Virginia
$254K +$26.8K +267 +12%
KPWS
353
Kestra Private Wealth Services
Texas
$252K +$252K +2,509 New
CFO
354
Custos Family Office
Texas
$252K -$9.14K -91 -4%
FSA
355
Financial Sense Advisors
California
$252K
WIM
356
Wittenberg Investment Management
Massachusetts
$252K +$251K +2,500 New
GC
357
Guggenheim Capital
Illinois
$237K +$236K +2,351 New
VIA
358
Vident Investment Advisory
Georgia
$229K -$29.7K -296 -12%
GWS
359
Glassman Wealth Services
Virginia
$229K -$200K -1,991 -47%
JMFC
360
J.M. Forbes & Co
Massachusetts
$228K +$228K +2,266 New
PIWA
361
Prevail Innovative Wealth Advisors
Kansas
$221K +$220K +2,195 New
EWA
362
EP Wealth Advisors
California
$220K +$1.42M +14,158 New
KDA
363
Kraft Davis & Associates
Missouri
$219K +$219K +2,182 New
FW
364
FirstPurpose Wealth
Utah
$219K -$1.75M -17,456 -89%
BDWCC
365
B&D White Capital Company
Texas
$215K +$214K +2,134 New
BWAM
366
Boyd Watterson Asset Management
Ohio
$208K -$236K -2,353 -53%
BDFN
367
Bond & Devick Financial Network
Minnesota
$207K
APA
368
Astoria Portfolio Advisors
New York
$206K +$206K +2,056 New
NL
369
NWAM LLC
Washington
$204K -$42.1K -419 -17%
LFG
370
Larson Financial Group
Missouri
$203K -$297K -2,956 -59%
AFP
371
Ausdal Financial Partners
Iowa
$201K -$20.5K -204 -9%
SF
372
Safeguard Financial
Wisconsin
$154K +$154K +1,531 New
BWP
373
Baldwin Wealth Partners
Massachusetts
$136K +$10K +100 +8%
FNBOSM
374
First National Bank of South Miami
Florida
$134K +$134K +1,334 New
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$130K +$130K +1,290 New

SGOV Hedge Fund Activity: Q2 2023 in Review

404 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2023, worth a combined $5.54B — down 6.1% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SGOV positions and 52 closed out — a net gain of 44 holders — while 158 added to existing stakes and 132 trimmed.

The largest buyer was Equity Investment Corp, opening a new position worth an estimated $131M. The largest seller was Exchange Traded Concepts, cutting an estimated $730M.

  • 404 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2023, up from 365 in Q1 2023.
  • Funds reported $5.54B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 96 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2023 and 52 closed out, a net change of +44 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2023 was Equity Investment Corp, an estimated $131M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2023 was Exchange Traded Concepts, an estimated $730M sold.

Based on aggregated 13F filings for Q2 2023.