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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
OCM
526
One Capital Management
California
$373K +$1.51K +15 +0.4%
Baird Financial Group
527
Baird Financial Group
Wisconsin
$372K -$81.5K -811 -18%
Kayne Anderson Rudnick Investment Management
528
Kayne Anderson Rudnick Investment Management
California
$371K -$276K -2,749 -43%
TC
529
Trust Company
Kansas
$365K
RIA
530
Retirement Investment Advisors
Oklahoma
$363K
WSFS
531
Wilmington Savings Fund Society
Delaware
$361K +$360K +3,583 New
CNBT
532
Canandaigua National Bank & Trust
New York
$360K +$359K +3,570 New
PFS
533
Prospera Financial Services
Texas
$354K -$30.5K -303 -8%
GIM
534
Guild Investment Management
California
$353K -$136K -1,350 -28%
FF
535
Friedenthal Financial
New Jersey
$350K -$101K -1,001 -22%
FCH
536
Freestone Capital Holdings
Washington
$349K +$348K +3,465 New
JSSH
537
J. Safra Sarasin Holding
$348K +$76K +756 +28%
HA
538
Hanover Advisors
South Carolina
$346K -$20.6K -205 -6%
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$342K
RFA
540
Resurgent Financial Advisors
Georgia
$342K +$342K +3,398 New
WWM
541
WT Wealth Management
Arizona
$342K
FCI
542
Financial Counselors Inc
Kansas
$338K +$129K +1,280 +62%
TW
543
Transform Wealth
Colorado
$337K -$10.1K -100 -3%
OAJ
544
Ogorek Anthony Joseph
New York
$337K +$62K +617 +23%
BC
545
Brio Consultants
California
$325K +$324K +3,222 New
OMC
546
Old Mission Capital
Illinois
$324K +$323K +3,212 New
CCC
547
Cable Car Capital
California
$321K +$4.22K +42 +1%
MSAM
548
Moloney Securities Asset Management
Missouri
$318K +$318K +3,159 New
QCMNJ
549
Quantum Capital Management (New Jersey)
New Jersey
$316K +$71.1K +707 +29%
PIM
550
Provident Investment Management
Michigan
$314K

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.