iShares 0-3 Month Treasury Bond ETF
SGOV
592 hedge funds and large institutions have $7.61B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 249 increasing their positions, 214 reducing their positions, and 71 closing their positions.
24% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 71
16% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 214
1% more funds holding
Funds holding: 586 → 592 (+6)
1% less capital invested
Capital invested by funds: $7.69B → $7.61B (-$85M)
2% less funds holding in top 10
Funds holding in top 10: 84 → 82 (-2)
3.94% less ownership
Funds ownership: 43.58% → 39.64% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$105M |
| 2 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
+$95.7M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$63.1M |
| 4 |
Rockefeller Capital Management
New York
|
+$51M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$234M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$82.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$74.7M |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$70.9M |
SGOV Hedge Fund Activity: Q1 2024 in Review
592 of the 6,958 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 $7.61B — down 1.1% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new SGOV positions and 71 closed out — a net gain of 17 holders — while 249 added to existing stakes and 214 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $105M. The largest seller was Neuberger Berman Group, cutting an estimated $234M.
- 592 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2024, up from 586 in Q4 2023.
- Funds reported $7.61B of iShares 0-3 Month Treasury Bond ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
- 88 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2024 and 71 closed out, a net change of +17 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $105M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2024 was Neuberger Berman Group, an estimated $234M sold.
Based on aggregated 13F filings for Q1 2024.