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iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
476
DecisionPoint Financial
Arizona
$456K +$319K +3,170 +233%
Baird Financial Group
477
Baird Financial Group
Wisconsin
$454K -$662K -6,582 -59%
FF
478
Friedenthal Financial
New Jersey
$451K -$104K -1,034 -19%
BSSFA
479
Baron Silver Stevens Financial Advisors
Florida
$448K +$448K +4,453 New
MFT
480
Moisand Fitzgerald Tamayo
Florida
$437K +$193K +1,924 +80%
SFWA
481
Summit Financial Wealth Advisors
Louisiana
$431K
1WM
482
1900 Wealth Management
Texas
$427K +$426K +4,238 New
NWWA
483
New Wave Wealth Advisors
Arkansas
$424K +$424K +4,214 New
SS
484
Sunbelt Securities
Texas
$419K +$225K +2,240 +117%
TC
485
Trilogy Capital
California
$417K -$460K -4,573 -53%
LL
486
LWMG LLC
Minnesota
$413K -$6.94K -69 -2%
OWM
487
Opes Wealth Management
California
$413K
ZA
488
Zazove Associates
Nevada
$413K +$412K +4,100 New
WIM
489
Wittenberg Investment Management
Massachusetts
$403K +$101K +1,000 +33%
MWM
490
Mosley Wealth Management
California
$403K +$402K +4,000 New
CA
491
Continuum Advisory
Idaho
$401K +$302 +3 +0.1%
AWM
492
Apollon Wealth Management
South Carolina
$392K +$391K +3,891 New
DPI
493
Diversified Portfolios Inc
Michigan
$385K +$384K +3,822 New
PFS
494
Prospera Financial Services
Texas
$384K -$52.4K -521 -12%
SFPG
495
Stonebridge Financial Planning Group
Florida
$383K -$60.3K -600 -14%
AWS
496
Arkfeld Wealth Strategies
Nebraska
$382K +$4.92K +49 +1%
WCG
497
Weaver Consulting Group
California
$381K
EW
498
Evoke Wealth
California
$379K -$77.9K -775 -17%
IA
499
IFP Advisors
Florida
$376K +$254K +2,531 +211%
SAF
500
Smith Anglin Financial
Texas
$375K +$375K +3,726 New

SGOV Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2024, worth a combined $8.37B — up 10% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new SGOV positions and 56 closed out — a net gain of 64 holders — while 289 added to existing stakes and 197 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $403M. The largest seller was Harper Investing, cutting an estimated $40.7M.

  • 647 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2024, up from 591 in Q1 2024.
  • Funds reported $8.37B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 120 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2024 and 56 closed out, a net change of +64 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $403M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2024 was Harper Investing, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2024.