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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
SAM
351
Sectoral Asset Management
Quebec, Canada
$1.53M +$1.53M +15,200 New
KC
352
Kingfisher Capital
North Carolina
$1.52M +$1.31M +13,000 +633%
EWA
353
EP Wealth Advisors
California
$1.51M -$7.74K -77 -0.5%
TNA
354
True North Advisors
Texas
$1.5M +$1.5M +14,939 New
GAA
355
Global Assets Advisory
Florida
$1.5M +$1.51M +14,981 New
RJT
356
Raymond James Trust
Florida
$1.49M -$284K -2,828 -16%
FSG
357
Financial Strategies Group
Michigan
$1.49M -$323K -3,216 -18%
RCM
358
Regency Capital Management
Hawaii
$1.47M -$710K -7,061 -33%
MWA
359
MN Wealth Advisors
Kansas
$1.47M +$1.01M +10,028 +221%
FM
360
Foster & Motley
Ohio
$1.45M +$162K +1,612 +13%
SL
361
Salomon & Ludwin
Virginia
$1.44M -$167K -1,658 -10%
PWM
362
Prosperity Wealth Management
California
$1.44M +$6.74K +67 +0.5%
MIH
363
Meitav Investment House
Israel
$1.43M +$178K +1,769 +14%
OHIS
364
Oak Harvest Investment Services
Texas
$1.42M +$323K +3,211 +29%
EMAM
365
Encompass More Asset Management
California
$1.41M +$1.1M +10,919 +349%
BAAM
366
Baker Avenue Asset Management
California
$1.39M -$21.3M -212,322 -94%
AA
367
Aire Advisors
California
$1.37M -$1.22M -12,166 -47%
SCM
368
Steele Capital Management
Iowa
$1.37M +$233K +2,316 +20%
GRP
369
Global Retirement Partners
California
$1.35M -$3.56M -35,406 -72%
ECA
370
Elevated Capital Advisors
Utah
$1.34M +$1.34M +13,336 New
PP
371
Prosperity Planning
Missouri
$1.32M -$1.07M -10,617 Closed
GVAG
372
Great Valley Advisor Group
Delaware
$1.31M +$689K +6,852 +111%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$1.29M -$17.8K -177 -1%
C
374
CEDRUS
Colorado
$1.29M +$154K +1,533 +14%
GLA
375
Good Life Advisors
Pennsylvania
$1.28M -$22.6K -225 -2%

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.