We are live on ! Find out more
SGOV icon

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
EIA
301
Eldridge Investment Advisors
New Hampshire
$2.24M -$1.51M -15,048 -40%
PS
302
Principal Securities
Iowa
$2.23M +$140K +1,390 +7%
GIM
303
Goelzer Investment Management
Indiana
$2.21M +$2.21M +21,992 New
DWM
304
Drive Wealth Management
Utah
$2.2M +$2.2M +21,872 New
RCM
305
Regency Capital Management
Hawaii
$2.18M +$1.91M +18,963 +695%
SHGA
306
Sand Hill Global Advisors
California
$2.17M +$2.17M +21,562 New
HWA
307
HHM Wealth Advisors
Tennessee
$2.17M -$56.6K -563 -3%
AWM
308
Alterna Wealth Management
Texas
$2.16M +$2.15M +21,436 New
CFS
309
Commonwealth Financial Services
West Virginia
$2.13M +$2.13M +21,238 New
HTC
310
Haverford Trust Company
Pennsylvania
$2.13M
Citadel Advisors
311
Citadel Advisors
Florida
$2.01M -$32.1M -319,184 -94%
TC
312
TownSquare Capital
Utah
$1.92M +$759K +7,547 +66%
SIC
313
Sterling Investment Counsel
New York
$1.91M +$1.91M +18,969 New
AFP
314
Alpha Financial Partners
Kentucky
$1.91M +$559K +5,560 +42%
KPPF
315
Klein Pavlis & Peasley Financial
California
$1.89M -$2.61M -26,004 -58%
FSG
316
Financial Strategies Group
Michigan
$1.81M +$893K +8,882 +97%
TLFA
317
True Link Financial Advisors
California
$1.8M -$394K -3,922 -18%
TWC
318
TD Waterhouse Canada
Ontario, Canada
$1.79M +$1.02M +10,194 +134%
RFN
319
RDA Financial Network
Iowa
$1.78M -$1.06M -10,542 -37%
OC
320
Oppenheimer & Co
New York
$1.78M +$365K +3,634 +26%
RJT
321
Raymond James Trust
Florida
$1.77M -$151K -1,503 -8%
SKK
322
Shepherd Kaplan Krochuk
Massachusetts
$1.76M +$1.12M +11,134 +175%
PAS
323
Park Avenue Securities
New York
$1.68M +$751K +7,467 +81%
KWA
324
Kingswood Wealth Advisors
California
$1.65M +$673K +6,700 +69%
SP
325
Successful Portfolios
Florida
$1.63M +$11.7K +116 +0.7%

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.