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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
Vontobel Holding
251
Vontobel Holding
Switzerland
$3.66M -$390K -3,878 -10%
Betterment LLC
252
Betterment LLC
New York
$3.65M +$444K +4,415 +14%
YIA
253
YHB Investment Advisors
Connecticut
$3.65M +$1.64M +16,280 +82%
EH
254
Equitable Holdings
New York
$3.6M +$1.22M +12,139 +51%
SP
255
Stonebrook Private
Michigan
$3.56M -$871K -8,669 -20%
SAM
256
Stansberry Asset Management
Texas
$3.53M +$677K +6,738 +24%
PGA
257
Portland Global Advisors
Maine
$3.46M +$1.03M +10,207 +42%
TI
258
Tidal Investments
Wisconsin
$3.41M +$3.14M +31,267 +1,224%
FAP
259
Financial Advisory Partners
Florida
$3.4M +$1.01M +10,027 +42%
KPWS
260
Kestra Private Wealth Services
Texas
$3.37M +$1.77M +17,642 +112%
NHFG
261
New Harbor Financial Group
Massachusetts
$3.37M +$1.24M +12,328 +58%
ML
262
McAdam LLC
Pennsylvania
$3.34M +$676K +6,725 +25%
RL
263
Retireful LLC
Michigan
$3.31M -$98.9K -984 -3%
HAIM
264
Hunter Associates Investment Management
Pennsylvania
$3.3M -$101K -1,001 -3%
SMFG
265
Sumitomo Mitsui Financial Group
Japan
$3.3M +$1.69M +16,861 +106%
SQA
266
Simon Quick Advisors
New Jersey
$3.26M +$7.64K +76 +0.2%
CIC
267
Carnegie Investment Counsel
Ohio
$3.25M -$116K -1,150 -3%
OIA
268
OneDigital Investment Advisors
Kansas
$3.22M +$2.05M +20,437 +176%
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$3.22M +$1.72M +17,132 +115%
BFA
270
Beaumont Financial Advisors
Massachusetts
$3.13M +$1.17M +11,603 +60%
CWP
271
Core Wealth Partners
California
$3.12M +$51.4K +511 +2%
Comerica Bank
272
Comerica Bank
Texas
$3.1M -$218K -2,164 -7%
BRWA
273
B. Riley Wealth Advisors
Florida
$3.1M +$1.84M +18,269 +146%
GM
274
GeoWealth Management
Illinois
$2.95M -$1.32M -13,148 -31%
Principal Financial Group
275
Principal Financial Group
Iowa
$2.87M -$403K -4,011 -12%

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.