iShares 0-3 Month Treasury Bond ETF
SGOV
503 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 230 increasing their positions, 120 reducing their positions, and 28 closing their positions.
368% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 28
92% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 120
44% more capital invested
Capital invested by funds: $5.54B → $7.95B (+$2.41B)
29% more funds holding in top 10
Funds holding in top 10: 70 → 90 (+20)
25% more funds holding
Funds holding: 404 → 503 (+99)
0.37% more ownership
Funds ownership: 50.67% → 51.04% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$365M |
| 2 |
Cerity Partners
New York
|
+$139M |
| 3 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
+$99.1M |
| 4 |
Morgan Stanley
New York
|
+$92.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
-$52.5M |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$48.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$28M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$24.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIWA
526
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| – | -$221K | -2,195 | Closed |
|
|
AFP
527
Ausdal Financial Partners
Davenport,
Iowa
| – | -$201K | -2,000 | Closed |
|
|
SF
528
Safeguard Financial
Minocqua,
Wisconsin
| – | -$154K | -1,531 | Closed |
|
|
ACA
529
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$108K | -1,070 | Closed |
|
530
Bessemer Group
Woodbridge,
New Jersey
| – | -$53K | -529 | Closed |
|
|
IGWM
531
ICA Group Wealth Management
Denver,
Colorado
| – | -$50.1K | -498 | Closed |
|
|
EWA
532
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$28.4K | -282 | Closed |
|
|
FGAM
533
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$86.8K | -101 | Closed |
|
|
IRC
534
Investors Research Corp
Atlanta,
Georgia
| – | -$5.23K | -52 | Closed |
|
SGOV Hedge Fund Activity: Q3 2023 in Review
503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2023, worth a combined $7.95B — up 44% from $5.54B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new SGOV positions and 28 closed out — a net gain of 103 holders — while 230 added to existing stakes and 120 trimmed.
The largest buyer was Exchange Traded Concepts, adding an estimated $365M. The largest seller was Buck Wealth Strategies, cutting an estimated $52.5M.
- 503 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2023, up from 404 in Q2 2023.
- Funds reported $7.95B of iShares 0-3 Month Treasury Bond ETF stock for Q3 2023, up 44% quarter-over-quarter.
- 131 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2023 and 28 closed out, a net change of +103 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2023 was Exchange Traded Concepts, an estimated $365M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2023 was Buck Wealth Strategies, an estimated $52.5M sold.
Based on aggregated 13F filings for Q3 2023.