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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
RIL
301
Rothschild Investment LLC
Illinois
$2.55M -$10.1K -100 -0.4%
PWMG
302
Pinnacle Wealth Management Group
Michigan
$2.55M -$6.57M -65,359 -72%
BFG
303
Beacon Financial Group
Texas
$2.53M +$217K +2,162 +9%
PCM
304
Prelude Capital Management
New York
$2.52M
SMFG
305
Sumitomo Mitsui Financial Group
Japan
$2.5M -$800K -7,959 -24%
HWA
306
HHM Wealth Advisors
Tennessee
$2.47M +$297K +2,955 +14%
FFA
307
First Foundation Advisors
California
$2.45M +$2.15M +21,405 +736%
GC
308
Guidance Capital
Kentucky
$2.38M -$274K -2,730 -10%
TFA
309
Transamerica Financial Advisors
Florida
$2.3M +$1.34M +13,324 +140%
SKK
310
Shepherd Kaplan Krochuk
Massachusetts
$2.26M +$496K +4,937 +28%
RSWM
311
Robertson Stephens Wealth Management
California
$2.21M -$2.97M -29,537 -57%
SP
312
Successful Portfolios
Florida
$2.14M +$506K +5,033 +31%
WW
313
Waterfront Wealth
Kansas
$2.14M -$340K -3,383 -14%
HTC
314
Haverford Trust Company
Pennsylvania
$2.13M
PAG
315
Private Advisory Group
Washington
$2.1M +$2.1M +20,866 New
RIA
316
Realta Investment Advisors
Delaware
$2.04M +$707K +7,036 +53%
EIA
317
Eldridge Investment Advisors
New Hampshire
$2.01M -$233K -2,316 -10%
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$2M +$1.02M +10,112 +152%
AWE
319
Avidian Wealth Enterprises
Texas
$1.98M +$1.32M +13,102 +199%
CWG
320
Crown Wealth Group
North Carolina
$1.98M +$764K +7,603 +63%
JFG
321
JDM Financial Group
Texas
$1.95M +$1.94M +19,320 New
FPFS
322
First Personal Financial Services
North Carolina
$1.94M +$1.2M +11,969 +164%
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$1.94M -$1.37M -13,670 -42%
NFG
324
Norris Financial Group
South Carolina
$1.91M -$530K -5,273 -22%
KPWS
325
Kestra Private Wealth Services
Texas
$1.9M -$1.47M -14,619 -44%

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.