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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
WSWA
276
Warren Street Wealth Advisors
California
$2.87M -$493K -4,900 -15%
HL
277
HeadInvest LLC
Maine
$2.85M +$267K +2,661 +10%
AWA
278
Arete Wealth Advisors
Illinois
$2.69M -$177K -1,764 -6%
GC
279
Guidance Capital
Kentucky
$2.66M +$820K +8,160 +45%
BCMLT
280
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.65M +$2.65M +26,355 New
JE
281
JMAC Enterprises
Pennsylvania
$2.64M +$2.63M +26,198 New
GEA
282
Glen Eagle Advisors
New Jersey
$2.62M -$47.6K -474 -2%
AA
283
Aire Advisors
California
$2.6M +$2.59M +25,816 New
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$2.6M +$97.6K +971 +4%
GC
285
Guggenheim Capital
Illinois
$2.58M +$800K +7,956 +45%
RIL
286
Rothschild Investment LLC
Illinois
$2.56M -$309K -3,078 -11%
WIA
287
World Investment Advisors
California
$2.54M +$1.57M +15,643 +164%
FFA
288
Farther Finance Advisors
California
$2.54M +$1.04M +10,301 +69%
PCM
289
Prelude Capital Management
New York
$2.52M
WW
290
Waterfront Wealth
Kansas
$2.48M -$3.6M -35,794 -59%
ECM
291
Evergreen Capital Management
Washington
$2.45M +$2.44M +24,317 New
NFG
292
Norris Financial Group
South Carolina
$2.44M -$82.5K -821 -3%
MMA
293
Miracle Mile Advisors
California
$2.44M -$844K -8,396 -26%
FTUS
294
Flow Traders U.S.
New York
$2.42M -$1.17M -11,650 -33%
RFP
295
Root Financial Partners
California
$2.32M +$65.8K +655 +3%
AFG
296
Atomi Financial Group
New York
$2.31M +$2.3M +22,922 New
BFG
297
Beacon Financial Group
Texas
$2.31M +$349K +3,473 +18%
IA
298
IFG Advisors
Missouri
$2.31M +$154K +1,530 +7%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$2.29M -$3.56M -35,460 -61%
NMG
300
New Millennium Group
Utah
$2.27M -$1.29M -12,850 -36%

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.