iShares 0-3 Month Treasury Bond ETF
SGOV
404 hedge funds and large institutions have $5.56B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 52 closing their positions.
85% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 52
20% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 132
20% more funds holding in top 10
Funds holding in top 10: 59 → 71 (+12)
11% more funds holding
Funds holding: 365 → 404 (+39)
6% less capital invested
Capital invested by funds: $5.93B → $5.56B (-$372M)
6.4% less ownership
Funds ownership: 57.21% → 50.81% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
+$131M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$124M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$122M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$103M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$73.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$730M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$243M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$101M |
| 4 |
Jane Street
New York
|
-$84.4M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$55.4M |
SGOV Hedge Fund Activity: Q2 2023 in Review
404 of the 6,383 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 $5.56B — down 6.3% from $5.93B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new SGOV positions and 52 closed out — a net gain of 44 holders — while 159 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 $5.56B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2023, down 6.3% 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.