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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
APW
501
Austin Private Wealth
Texas
$450K -$160K -1,591 -26%
BCM
502
Buckhead Capital Management
Georgia
$449K -$300K -2,983 -40%
BSSFA
503
Baron Silver Stevens Financial Advisors
Florida
$438K -$10.1K -100 -2%
EAMA
504
EFG Asset Management (Americas)
Florida
$433K +$84.6K +842 +24%
CA
505
Cannon Advisors
North Carolina
$431K +$430K +4,280 New
SFWA
506
Summit Financial Wealth Advisors
Louisiana
$431K
OLVIG
507
Oliver Lagore Vanvalin Investment Group
Michigan
$427K +$231K +2,300 +119%
TC
508
Trilogy Capital
California
$420K +$3.82K +38 +0.9%
LL
509
LWMG LLC
Minnesota
$419K +$5.53K +55 +1%
BBHC
510
Brown Brothers Harriman & Co
New York
$417K +$416K +4,142 New
CW
511
CreativeOne Wealth
Kansas
$413K -$51.1K -508 -11%
AWM
512
Apollon Wealth Management
South Carolina
$412K +$19.6K +195 +5%
IFG
513
Independent Financial Group
California
$408K +$85.3K +849 +27%
CA
514
Continuum Advisory
Idaho
$398K -$2.31K -23 -0.6%
RCS
515
Retirement Capital Strategies
California
$390K -$19.4M -193,001 -98%
IA
516
IFP Advisors
Florida
$390K +$14.1K +140 +4%
AWS
517
Arkfeld Wealth Strategies
Nebraska
$387K +$5.03K +50 +1%
SS
518
Sunbelt Securities
Texas
$385K -$33.2K -330 -8%
AF
519
Advisornet Financial
Minnesota
$383K +$377K +3,751 +7,355%
WCG
520
Weaver Consulting Group
California
$381K
RWM
521
Rockwood Wealth Management
Pennsylvania
$378K +$377K +3,754 New
JWM
522
Jessup Wealth Management
Ohio
$378K +$10.8K +107 +3%
LAS
523
LWM Advisory Services
Florida
$377K +$376K +3,745 New
FIA
524
Foundations Investment Advisors
Arizona
$375K -$718K -7,139 -66%
IAN
525
Integrated Advisors Network
Texas
$373K -$141K -1,400 -27%

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.