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iShares 0-3 Month Treasury Bond ETF
SGOV

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: 647 → 688 (+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: 96 → 94 (-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
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$72.4M
2
Cerity Partners
Cerity Partners
New York
+$61.9M
3
Morgan Stanley
Morgan Stanley
New York
+$59.3M
4
PFMU
Privium Fund Management (UK)
United Kingdom
+$50.3M
5
UBS AM
UBS AM
Illinois
+$50.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$406M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$82.5M
3
SW
Simplicity Wealth
New Jersey
-$52.7M
4
Bank of America
Bank of America
North Carolina
-$36.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
476
B.O.S.S. Retirement Advisors
Utah
$587K +$360K +3,582 +159%
OAS
477
Optivise Advisory Services
Tennessee
$580K +$25.3K +252 +5%
UWM
478
USAdvisors Wealth Management
Minnesota
$579K -$15.2K -151 -3%
ERIC
479
Eagle Rock Investment Company
Georgia
$554K – – –
Empower Advisory Group
480
Empower Advisory Group
Colorado
$554K +$553K +5,496 New
TCFP
481
Treasure Coast Financial Planning
Florida
$553K +$36.5K +363 +7%
AWM
482
Accurate Wealth Management
Florida
$551K +$551K +5,479 New
GG
483
Greenwood Gearhart
Arkansas
$550K – – –
LHWM
484
Lake Hills Wealth Management
Texas
$543K -$981K -9,757 -64%
PA
485
Probity Advisors
Texas
$531K +$530K +5,275 New
BWL
486
Bogart Wealth LLC
Virginia
$520K -$67.8K -674 -12%
CAL
487
Capital Advisors Ltd
Ohio
$520K -$519K -5,167 -50%
BIG
488
Boothe Investment Group
Delaware
$504K – – –
WIM
489
Wittenberg Investment Management
Massachusetts
$504K +$101K +1,000 +25%
RC
490
Roundview Capital
New Jersey
$500K – – –
Tudor Investment Corp
491
Tudor Investment Corp
Connecticut
$482K +$481K +4,785 New
MFT
492
Moisand Fitzgerald Tamayo
Florida
$482K +$44.2K +440 +10%
NCM
493
New Capital Management
Texas
$481K +$804 +8 +0.2%
PP
494
Pacifica Partners
Canada
$472K +$471K +4,690 New
OC
495
Oppenheimer & Co
New York
$467K -$1.31M -13,038 -74%
AFG
496
Atomi Financial Group
New York
$466K -$1.84M -18,292 -80%
WFAG
497
Wescott Financial Advisory Group
Pennsylvania
$465K +$5.83K +58 +1%
SJL
498
Shayne & Jacobs LLC
Tennessee
$463K – – –
AI
499
Acuitas Investments
Washington
$462K +$461K +4,584 New
CPCM
500
Cardinal Point Capital Management
Ontario, Canada
$457K – – –
18 19
20
21 22

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.