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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
3C
251
325 Capital
New York
$4.25M -$15.3M -152,453 -78%
FPW
252
Flagship Private Wealth
Massachusetts
$4.18M -$4.54M -45,206 -52%
FPA
253
First Pacific Advisors
California
$4.15M +$4.15M +41,241 New
JE
254
JMAC Enterprises
Pennsylvania
$4.12M +$1.48M +14,749 +56%
Brown Advisory
255
Brown Advisory
Maryland
$4.08M -$794K -7,900 -16%
Goldman Sachs
256
Goldman Sachs
New York
$4.03M -$699K -6,949 -15%
AA
257
Alesco Advisors
New York
$4.02M -$184K -1,834 -4%
EFG
258
Ethos Financial Group
Pennsylvania
$3.99M -$97.5K -970 -2%
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$3.96M +$738K +7,337 +23%
TSS
260
Two Sigma Securities
New York
$3.89M +$2.87M +28,579 +284%
CL
261
COWA LLC
Oklahoma
$3.88M -$274K -2,730 -7%
SAM
262
Stansberry Asset Management
Texas
$3.87M +$341K +3,394 +10%
BFA
263
Beaumont Financial Advisors
Massachusetts
$3.84M +$709K +7,052 +23%
JF
264
JSF Financial
California
$3.79M +$103K +1,023 +3%
CIA
265
Concurrent Investment Advisors
Florida
$3.78M -$15.6M -155,350 -81%
HI
266
Harper Investing
California
$3.78M +$119K +1,188 +3%
RZH
267
Relyea Zuckerberg Hanson
Connecticut
$3.69M +$2.38M +23,710 +183%
TYCC
268
Texas Yale Capital Corp
Florida
$3.62M -$299K -2,975 -8%
OWP
269
ORG Wealth Partners
Texas
$3.55M +$3.54M +35,222 New
CWM
270
Congress Wealth Management
Massachusetts
$3.55M -$334K -3,319 -9%
DPI
271
Diversified Portfolios Inc
Michigan
$3.54M +$3.15M +31,373 +821%
CAM
272
Congress Asset Management
Massachusetts
$3.51M -$359K -3,570 -9%
GC
273
Guggenheim Capital
Illinois
$3.4M +$826K +8,220 +32%
ML
274
McAdam LLC
Pennsylvania
$3.4M +$59.7K +594 +2%
BRWA
275
B. Riley Wealth Advisors
Florida
$3.4M +$290K +2,888 +9%

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.