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iShares 0-3 Month Treasury Bond ETF
SGOV

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: 647 → 688 (+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: 96 → 94 (-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
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$72.4M
2
Cerity Partners
Cerity Partners
New York
+$61.9M
3
Morgan Stanley
Morgan Stanley
New York
+$59.3M
4
PFMU
Privium Fund Management (UK)
United Kingdom
+$50.3M
5
UBS AM
UBS AM
Illinois
+$50.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$406M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$82.5M
3
SW
Simplicity Wealth
New Jersey
-$52.7M
4
Bank of America
Bank of America
North Carolina
-$36.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
326
Regal Investment Advisors
Michigan
$1.89M +$255K +2,532 +16%
Polen Capital Management
327
Polen Capital Management
Florida
$1.87M +$824K +8,192 +79%
GFA
328
Gallagher Fiduciary Advisors
Illinois
$1.82M +$1.11M +11,075 +158%
TLFA
329
True Link Financial Advisors
California
$1.81M +$7.24K +72 +0.4%
CF
330
Clarity Financial
Texas
$1.81M +$1.81M +17,983 New
CI
331
CPR Investments
Michigan
$1.81M +$841K +8,367 +88%
SCM
332
Sheridan Capital Management
California
$1.79M +$739K +7,351 +71%
LA
333
Legacy Advisors
Pennsylvania
$1.78M +$1.77M +17,638 New
JCIA
334
Jackson Creek Investment Advisors
Colorado
$1.76M +$232K +2,304 +15%
WIA
335
World Investment Advisors
California
$1.74M -$795K -7,905 -31%
IF
336
Intrua Financial
Texas
$1.71M +$1.7M +16,957 New
EF
337
Empowered Funds
Pennsylvania
$1.71M +$1.7M +16,933 New
RAG
338
RIA Advisory Group
Iowa
$1.7M +$1.7M +16,866 New
GAM
339
Gotham Asset Management
New York
$1.69M +$1.69M +16,827 New
NOCM
340
Night Owl Capital Management
Connecticut
$1.69M +$1.69M +16,766 New
EBA
341
Eagle Bay Advisors
New York
$1.69M +$111K +1,103 +7%
SLA
342
Silver Lake Advisory
Utah
$1.68M +$154K +1,535 +10%
AWM
343
Alterna Wealth Management
Texas
$1.68M -$480K -4,773 -22%
BAM
344
Berkshire Asset Management
Pennsylvania
$1.6M – – –
DA
345
Denali Advisors
California
$1.59M +$1.59M +15,817 New
FA
346
Fiduciary Alliance
South Carolina
$1.59M +$1.59M +15,799 New
MIM
347
Montgomery Investment Management
Maryland
$1.57M -$8.04K -80 -0.5%
JIP
348
Jaffetilchin Investment Partners
Florida
$1.56M +$128K +1,273 +9%
VFA
349
Values First Advisors
Tennessee
$1.55M -$4.4M -43,776 -74%
RFN
350
RDA Financial Network
Iowa
$1.53M -$246K -2,451 -14%
12 13
14
15 16

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.