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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
GIA
451
Gladstone Institutional Advisory
Florida
$672K +$32.8K +326 +5%
VCP
452
Verus Capital Partners
Arizona
$671K +$17.8K +177 +3%
SIM
453
SSI Investment Management
California
$663K +$15.9K +158 +2%
WCWM
454
Wooster Corthell Wealth Management
Connecticut
$658K +$50.2K +499 +8%
RCAG
455
Rehmann Capital Advisory Group
Michigan
$652K -$4.02K -40 -0.6%
DC
456
Davenport & Co
Virginia
$650K +$101K +1,000 +18%
TCM
457
Triumph Capital Management
Colorado
$645K -$366K -3,636 -36%
SC
458
Savant Capital
Illinois
$644K +$25.3K +252 +4%
BFWM
459
Bright Futures Wealth Management
New York
$644K +$61.3K +610 +11%
FW
460
FullCircle Wealth
Texas
$640K -$464K -4,620 -42%
CCA
461
Clearwater Capital Advisors
Illinois
$625K -$168K -1,674 -21%
SW
462
SlateStone Wealth
Florida
$624K +$623K +6,197 New
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$616K
BAM
464
Belpointe Asset Management
Nevada
$615K +$40.7K +405 +7%
FPAS
465
Focus Partners Advisor Solutions
Missouri
$613K +$37.8K +376 +7%
EWM
466
Empirical Wealth Management
Washington
$610K
SHFP
467
Second Half Financial Partners
Florida
$607K +$387K +3,845 +176%
Mercer Global Advisors
468
Mercer Global Advisors
Colorado
$604K -$29.8K -296 -5%
PS
469
Planned Solutions
California
$600K +$599K +5,961 New
DAS
470
Dynamic Advisor Solutions
Arizona
$599K -$96K -955 -14%
VPP
471
Vertex Planning Partners
Illinois
$598K +$255K +2,535 +75%
NS
472
NBC Securities
Alabama
$596K -$228K -2,270 -28%
GIA
473
GHP Investment Advisors
Colorado
$594K +$550K +5,469 +1,287%
QWM
474
Quadcap Wealth Management
Texas
$593K -$613K -6,093 -51%
CWM
475
Concentric Wealth Management
California
$591K -$177K -1,760 -23%

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.