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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
HWM
376
Howard Wealth Management
Connecticut
– -$1.36M -13,600 Closed
MW
377
MBL Wealth
North Carolina
– -$1.22M -12,143 Closed
GSIAS
378
Garden State Investment Advisory Services
New Jersey
– -$851K -8,494 Closed
KAS
379
Kestra Advisory Services
Texas
– -$456K -4,550 Closed
EAM
380
Evanson Asset Management
California
– -$374K -3,734 Closed
HT
381
Headlands Technologies
Illinois
– -$342K -3,419 Closed
PFG
382
Prosperity Financial Group
California
– -$319K -3,190 Closed
RIG
383
RiverFront Investment Group
Virginia
– -$315K -3,150 Closed
MTWM
384
Masso Torrence Wealth Management
New Jersey
– -$314K -3,135 Closed
W
385
WorthPointe
California
– -$208K -2,079 Closed
TFA
386
Triad Financial Advisors
North Carolina
– -$206K -2,055 Closed
TFO
387
Tarbox Family Office
California
– -$200K -2,000 Closed
S
388
SignatureFD
Georgia
– -$69.3K -692 Closed
CP
389
Castleview Partners
Texas
– -$2K -20 Closed
BAAM
390
Baker Avenue Asset Management
California
– -$601 -6 Closed
MCC
391
Money Concepts Capital
Florida
– -$401 -4 Closed
12 13 14 15
16

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.