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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
PS
276
Principal Securities
Iowa
$3.37M +$1.14M +11,325 +51%
CWP
277
Core Wealth Partners
California
$3.34M +$215K +2,137 +7%
HF
278
HRT Financial
New York
$3.25M +$3.25M +32,324 New
TWA
279
Talisman Wealth Advisors
New Jersey
$3.25M -$429K -4,268 -12%
GA
280
Greenspring Advisors
Maryland
$3.15M +$1.58M +15,725 +101%
NHFG
281
New Harbor Financial Group
Massachusetts
$3.1M -$266K -2,645 -8%
SFC
282
Strategic Financial Concepts
Texas
$3.07M -$406M -4,040,006 -99%
MWM
283
Merriman Wealth Management
Washington
$3M -$1.56M -15,496 -34%
RFP
284
Root Financial Partners
California
$2.92M +$600K +5,967 +26%
FFA
285
Farther Finance Advisors
California
$2.91M +$368K +3,664 +14%
CIC
286
Carnegie Investment Counsel
Ohio
$2.89M -$364K -3,617 -11%
RL
287
Retireful LLC
Michigan
$2.87M -$434K -4,320 -13%
HL
288
HeadInvest LLC
Maine
$2.85M
BEI
289
Benjamin Edwards Inc
Missouri
$2.83M +$2.82M +28,094 New
EAM
290
Everstar Asset Management
North Carolina
$2.81M +$2.81M +27,914 New
OL
291
Owen LaRue
Kentucky
$2.79M +$2.11M +20,948 +311%
SIC
292
Sterling Investment Counsel
New York
$2.76M +$845K +8,401 +44%
AWA
293
Arete Wealth Advisors
Illinois
$2.7M +$13.3K +132 +0.5%
AWG
294
Altus Wealth Group
Colorado
$2.68M +$2.67M +26,575 New
PI
295
PFG Investments
New York
$2.67M +$1.81M +17,975 +210%
KPPF
296
Klein Pavlis & Peasley Financial
California
$2.64M +$750K +7,462 +40%
GEA
297
Glen Eagle Advisors
New Jersey
$2.61M -$13K -129 -0.5%
HKIM
298
Hayek Kallen Investment Management
Alabama
$2.61M +$1.72M +17,130 +196%
Betterment LLC
299
Betterment LLC
New York
$2.6M -$1.04M -10,382 -29%
SQA
300
Simon Quick Advisors
New Jersey
$2.57M -$687K -6,837 -21%

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.