iShares 0-3 Month Treasury Bond ETF
SGOV
591 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 212 reducing their positions, and 71 closing their positions.
25% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 71
17% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 212
1% more funds holding
Funds holding: 584 → 591 (+7)
5% less capital invested
Capital invested by funds: $7.96B → $7.6B (-$361M)
2% less funds holding in top 10
Funds holding in top 10: 83 → 81 (-2)
4.9% less ownership
Funds ownership: 45.1% → 40.2% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$128M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$105M |
| 3 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
+$95.7M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$63.1M |
| 5 |
Rockefeller Capital Management
New York
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$473M |
| 2 |
Neuberger Berman Group
New York
|
-$89.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$82.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$74.7M |
SGOV Hedge Fund Activity: Q1 2024 in Review
591 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q1 2024, worth a combined $7.6B — down 4.5% from $7.96B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new SGOV positions and 71 closed out — a net gain of 18 holders — while 249 added to existing stakes and 212 trimmed.
The largest buyer was Global Assets Advisory, adding an estimated $128M. The largest seller was Morgan Stanley, cutting an estimated $473M.
- 591 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2024, up from 584 in Q4 2023.
- Funds reported $7.6B of iShares 0-3 Month Treasury Bond ETF stock for Q1 2024, down 4.5% quarter-over-quarter.
- 89 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2024 and 71 closed out, a net change of +18 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $128M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $473M sold.
Based on aggregated 13F filings for Q1 2024.