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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
National Bank of Canada
551
National Bank of Canada
Quebec, Canada
$313K +$15K +149 +5%
EAM
552
Evanson Asset Management
California
$311K +$311K +3,090 New
PA
553
PFG Advisors
Arizona
$311K +$311K +3,089 New
FNT
554
First National Trust
Pennsylvania
$305K +$7.14K +71 +2%
RI
555
Ridgewood Investments
New Jersey
$303K +$144K +1,435 +91%
GIM
556
Goelzer Investment Management
Indiana
$302K -$1.91M -18,994 -86%
AFP
557
Ausdal Financial Partners
Iowa
$301K -$7.54K -75 -2%
SWM
558
SeaCrest Wealth Management
New York
$301K +$43.3K +431 +17%
MA
559
Mezzasalma Advisors
New Jersey
$301K +$300K +2,986 New
PAA
560
Peregrine Asset Advisers
Oregon
$298K +$2.81K +28 +1%
CAL
561
Capital Analysts LLC
Pennsylvania
$292K +$284K +2,827 +4,039%
WI
562
Wintrust Investments
Illinois
$291K +$290K +2,889 New
DAL
563
Delta Accumulation LLC
California
$287K +$287K +2,853 New
PPH
564
Pure Portfolios Holdings
Oregon
$286K +$285K +2,838 New
FIC
565
Family Investment Center
Missouri
$285K +$285K +2,831 New
Fidelity Investments
566
Fidelity Investments
Massachusetts
$284K +$253K +2,515 +833%
AIA
567
AIMZ Investment Advisors
California
$282K
UCB
568
United Community Bank
South Carolina
$279K -$44.9K -447 -14%
OWM
569
Opes Wealth Management
California
$278K -$135K -1,343 -33%
4WM
570
4J Wealth Management
Virginia
$274K
AF
571
Aviso Financial
Ontario, Canada
$273K +$133K +1,322 +95%
SBIA
572
Sheaff Brock Investment Advisors
Indiana
$272K +$47.6K +473 +21%
FF
573
Farrow Financial
Vermont
$272K +$271K +2,700 New
WWM
574
Whalen Wealth Management
Nevada
$272K
SI
575
Sprott Inc
Ontario, Canada
$267K -$35.8K -356 -12%

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.