We are live on ! Find out more
SGOV icon

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
EWA
426
EverSource Wealth Advisors
Alabama
$809K +$100K +995 +14%
AL
427
Aspiriant LLC
California
$806K -$412K -4,101 -34%
DCM
428
Donaldson Capital Management
Indiana
$803K -$81.6K -812 -9%
WCM Investment Management
429
WCM Investment Management
California
$796K
SWP
430
Strategic Wealth Partners
Ohio
$789K -$117K -1,163 -13%
AWA
431
Arkadios Wealth Advisors
Georgia
$766K -$53.6K -533 -7%
HWP
432
Highline Wealth Partners
California
$765K -$792K -7,882 -51%
VWM
433
Venturi Wealth Management
Texas
$764K -$7.04K -70 -0.9%
MSFS
434
Main Street Financial Solutions
Pennsylvania
$758K -$9.95K -99 -1%
EFG
435
Embree Financial Group
Illinois
$752K +$751K +7,467 New
SB
436
Strategic Blueprint
Georgia
$750K +$283K +2,813 +61%
FA
437
Faithward Advisors
Pennsylvania
$744K -$267K -2,657 -26%
ATC
438
Argent Trust Co
Tennessee
$743K -$80.2K -798 -10%
SP
439
Stonebrook Private
Michigan
$737K -$2.82M -28,078 -79%
AO
440
Advisor OS
Illinois
$736K +$86.6K +861 +13%
HOWA
441
Heritage Oak Wealth Advisors
Florida
$727K -$760K -7,557 -51%
NWWA
442
New Wave Wealth Advisors
Arkansas
$727K +$302K +3,006 +71%
TPW
443
Transatlantique Private Wealth
New York
$718K +$2.83M +28,151 +1,138%
NHC
444
Nicholas Hoffman & Company
Georgia
$714K -$711K -7,069 -50%
GP
445
Greenline Partners
New York
$711K -$565K -5,623 -44%
UAG
446
United Advisor Group
Ohio
$709K +$459K +4,570 +185%
SWA
447
Sax Wealth Advisors
New Jersey
$704K +$703K +6,991 New
TWC
448
TD Waterhouse Canada
Ontario, Canada
$696K -$1.1M -10,935 -61%
NL
449
NWAM LLC
Washington
$690K +$688K +6,848 New
NCFG
450
New Century Financial Group
New Jersey
$679K +$94.6K +941 +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.