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iShares 0-3 Month Treasury Bond ETF

688 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 291 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

21% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 240

6% more funds holding

Funds holding: 647688 (+41)

6% more capital invested

Capital invested by funds: $8.37B → $8.89B (+$526M)

2% less funds holding in top 10

Funds holding in top 10: 9694 (-2)

3.45% less ownership

Funds ownership: 38.43%34.97% (-3.5%)

Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.88%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.35%
New
102
Increased
291
Reduced
240
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evermay Wealth Management
Virginia
$5.55M -$20M -198,949 -78%
CWM
227
Campbell Wealth Management
Virginia
$5.43M -$694K -6,908 -11%
HSWM
228
Hubbell Strickland Wealth Management
Louisiana
$5.42M -$282K -2,802 -5%
PFA
229
Professional Financial Advisors
Nebraska
$5.41M +$166K +1,650 +3%
JWCA
230
J.W. Cole Advisors
Florida
$5.35M +$770K +7,659 +17%
ECM
231
Evergreen Capital Management
Washington
$5.27M +$2.81M +27,972 +115%
ASN
232
Advisory Services Network
Georgia
$5.24M
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$5.21M -$104K -1,033 -2%
WSWA
234
Warren Street Wealth Advisors
California
$5.21M +$2.34M +23,265 +82%
OP
235
ORG Partners
Indiana
$5.2M -$3.2M -31,851 -38%
AAS
236
Ameritas Advisory Services
Nebraska
$5.19M +$4.12M +40,979 +390%
SRC
237
Sage Rhino Capital
California
$5.16M +$348K +3,457 +7%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$5.16M -$2.27M -22,572 -31%
WAM
239
Warberg Asset Management
Illinois
$5.08M +$5.07M +50,455 New
CM
240
Cercano Management
Washington
$5.06M -$6.79M -67,526 -57%
TPWM
241
Twelve Points Wealth Management
Massachusetts
$4.86M +$3.87M +38,472 +394%
EH
242
Equitable Holdings
New York
$4.86M +$1.25M +12,430 +35%
MWM
243
Marion Wealth Management
Pennsylvania
$4.76M +$222K +2,208 +5%
FAP
244
Financial Advisory Partners
Florida
$4.57M +$1.17M +11,643 +34%
TC
245
TownSquare Capital
Utah
$4.52M +$2.6M +25,841 +136%
AIC
246
Archer Investment Corporation
Indiana
$4.49M -$1.79M -17,801 -29%
Comerica Bank
247
Comerica Bank
Texas
$4.43M +$1.33M +13,192 +43%
WCM
248
Wisconsin Capital Management
Wisconsin
$4.42M +$449K +4,468 +11%
SCI
249
Stableford Capital II
Arizona
$4.39M -$6.2M -61,712 -59%
OIA
250
OneDigital Investment Advisors
Kansas
$4.35M +$1.13M +11,214 +35%

SGOV Hedge Fund Activity: Q3 2024 in Review

688 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2024, worth a combined $8.89B — up 6.3% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SGOV positions and 51 closed out — a net gain of 51 holders — while 291 added to existing stakes and 240 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $72.4M. The largest seller was Strategic Financial Concepts, cutting an estimated $406M.

  • 688 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $8.89B of iShares 0-3 Month Treasury Bond ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 102 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2024 and 51 closed out, a net change of +51 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $72.4M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2024.