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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
CWM
401
Consultiva Wealth Management
Puerto Rico
$1.02M +$1.02M +10,119 New
HPC
402
HM Payson & Co
Maine
$1.01M +$1.01M +10,000 New
Barclays
403
Barclays
United Kingdom
$1.01M +$1M +9,988 New
1WM
404
1900 Wealth Management
Texas
$997K +$569K +5,657 +133%
CIA
405
Choate Investment Advisors
Massachusetts
$977K -$34K -338 -3%
Bank of Montreal
406
Bank of Montreal
Ontario, Canada
$972K -$1.62M -16,112 -63%
FA
407
Fermata Advisors
California
$968K -$21.1M -210,322 -96%
DWS
408
Discipline Wealth Solutions
South Carolina
$954K +$952K +9,472 New
ACM
409
Andina Capital Management
Utah
$954K -$81.3K -809 -8%
CAWM
410
Capital Advisors Wealth Management
Washington
$934K +$443K +4,405 +91%
CA
411
CoreCap Advisors
Michigan
$931K -$11K -109 -1%
KWA
412
Kingswood Wealth Advisors
California
$927K -$724K -7,197 -44%
PA
413
Parallel Advisors
California
$925K +$844K +8,400 +1,078%
CFG
414
Cosner Financial Group
Colorado
$921K -$3.72K -37 -0.4%
VCM
415
Vision Capital Management
Oregon
$912K +$401K +3,984 +79%
AA
416
Advisory Alpha
Michigan
$901K -$43K -428 -5%
CLOS
417
Compagnie Lombard Odier SCmA
Switzerland
$896K +$163K +1,622 +22%
EA
418
Emerald Advisors
Washington
$873K +$96.4K +959 +12%
MA
419
Mutual Advisors
Nebraska
$871K +$372K +3,699 +75%
RWP
420
RWA Wealth Partners
Massachusetts
$855K
SW
421
Simplicity Wealth
New Jersey
$850K -$52.7M -524,351 -98%
KFAA
422
Klaas Financial Asset Advisors
Illinois
$850K -$276K -2,748 -25%
SPW
423
Sonoma Private Wealth
California
$825K +$46.5K +463 +6%
SHGA
424
Sand Hill Global Advisors
California
$818K -$1.35M -13,439 -62%
PIA
425
Perennial Investment Advisors
California
$811K +$809K +8,048 New

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.