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iShares 0-3 Month Treasury Bond ETF
SGOV

584 hedge funds and large institutions have $7.96B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 228 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 54

23% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 186

16% more funds holding

Funds holding: 503 → 584 (+81)

0% more capital invested

Capital invested by funds: $7.95B → $7.96B (+$7.48M)

5.94% less ownership

Funds ownership: 51.04% → 45.1% (-5.9%)

8% less funds holding in top 10

Funds holding in top 10: 90 → 83 (-7)

Holders
584
Holders Change
+81
Holders Change %
+16.1%
% of All Funds
8.51%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.21%
New
139
Increased
228
Reduced
186
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$395M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$108M
3
CIM
Confluence Investment Management
Missouri
+$99.6M
4
NP
NorthRock Partners
Minnesota
+$97.7M
5
RJA
Raymond James & Associates
Florida
+$77.9M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$366M
2
SCA
Stuart Chaussee & Associates
California
-$121M
3
Bank of America
Bank of America
North Carolina
-$109M
4
Cerity Partners
Cerity Partners
New York
-$94.9M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$76.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
626
Rathbones Group
United Kingdom
– -$250K -2,480 Closed
VHAM
627
Van Hulzen Asset Management
California
– -$247K -2,451 Closed
CGFA
628
Colton Groome Financial Advisors
North Carolina
– -$240K -2,381 Closed
FW
629
FirstPurpose Wealth
Utah
– -$223K -2,217 Closed
ACM
630
Advance Capital Management
Michigan
– -$214K -2,124 Closed
VCM
631
Vivaldi Capital Management
Illinois
– -$201K -1,996 Closed
GPI
632
General Partner Inc
Pennsylvania
– -$121K -1,200 Closed
RDFA
633
Ritter Daniher Financial Advisory
Ohio
– -$117K -1,165 Closed
CCP
634
Carmel Capital Partners
California
– -$101K -1,000 Closed
MA
635
Montag & Associates
Georgia
– -$80.5K -800 Closed
BCM
636
BluePath Capital Management
Georgia
– -$31.9K -317 Closed
SIC
637
SJS Investment Consulting
Ohio
– -$5.44K -54 Closed
CA
638
Centerpoint Advisors
Massachusetts
– -$5K -47 Closed
CP
639
Castleview Partners
Texas
– -$1.71K -17 Closed
OIA
640
Optimum Investment Advisors
Illinois
– -$1.11K -11 Closed
22 23 24 25
26

SGOV Hedge Fund Activity: Q4 2023 in Review

584 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q4 2023, worth a combined $7.96B — up 0.09% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new SGOV positions and 54 closed out — a net gain of 85 holders — while 228 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $395M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $366M sold.

  • 584 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q4 2023, up from 503 in Q3 2023.
  • Funds reported $7.96B of iShares 0-3 Month Treasury Bond ETF stock for Q4 2023, up 0.09% quarter-over-quarter.
  • 139 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q4 2023 and 54 closed out, a net change of +85 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $395M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q4 2023 was Exchange Traded Concepts, an estimated $366M sold.

Based on aggregated 13F filings for Q4 2023.