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iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
226
Sage Rhino Capital
California
$4.81M +$450K +4,481 +10%
SMC
227
Smith, Moore & Co
Missouri
$4.8M +$2.22M +22,069 +86%
Goldman Sachs
228
Goldman Sachs
New York
$4.73M +$963K +9,581 +26%
JWCA
229
J.W. Cole Advisors
Florida
$4.58M +$1.05M +10,476 +30%
MWM
230
Merriman Wealth Management
Washington
$4.56M -$511K -5,082 -10%
MWM
231
Marion Wealth Management
Pennsylvania
$4.54M -$122K -1,215 -3%
KCM
232
KM Capital Management
Texas
$4.31M +$3.75M +37,330 +682%
FHA
233
Flagship Harbor Advisors
Massachusetts
$4.25M +$717K +7,138 +20%
AA
234
Alesco Advisors
New York
$4.2M +$811K +8,066 +24%
CL
235
COWA LLC
Oklahoma
$4.14M -$201K -1,997 -5%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$4.1M -$3.75M -37,260 -48%
EFG
237
Ethos Financial Group
Pennsylvania
$4.09M -$807K -8,024 -16%
AWA
238
Authentikos Wealth Advisory
California
$4.08M +$2.15M +21,373 New
HH
239
Hilltop Holdings
Texas
$4.03M -$2.85M -28,309 -41%
WCM
240
Wisconsin Capital Management
Wisconsin
$3.96M +$101K +1,006 +3%
TYCC
241
Texas Yale Capital Corp
Florida
$3.92M
CWM
242
Congress Wealth Management
Massachusetts
$3.88M -$268K -2,669 -6%
CAM
243
Congress Asset Management
Massachusetts
$3.87M -$279K -2,776 -7%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$3.77M +$397K +3,949 +12%
Lido Advisors
245
Lido Advisors
California
$3.76M +$903K +8,988 +32%
SA
246
Strategic Advisors
New York
$3.75M +$978K +9,727 +35%
DAS
247
Diversify Advisory Services
Utah
$3.75M +$3.75M +37,302 New
JF
248
JSF Financial
California
$3.69M +$3.68M +36,608 New
TWA
249
Talisman Wealth Advisors
New Jersey
$3.68M +$1.16M +11,507 +46%
HI
250
Harper Investing
California
$3.66M -$40.7M -404,594 -92%

SGOV Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2024, worth a combined $8.37B — up 10% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new SGOV positions and 56 closed out — a net gain of 64 holders — while 289 added to existing stakes and 197 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $403M. The largest seller was Harper Investing, cutting an estimated $40.7M.

  • 647 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2024, up from 591 in Q1 2024.
  • Funds reported $8.37B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 120 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2024 and 56 closed out, a net change of +64 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $403M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2024 was Harper Investing, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2024.