We are live on ! Find out more
SGOV icon

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
AIA
576
Armor Investment Advisors
North Carolina
$201K
OLVIG
577
Oliver Lagore Vanvalin Investment Group
Michigan
$195K -$1.43M -14,275 -88%
CB
578
Community Bank
New York
$192K -$17.2K -171 -8%
MG
579
Mather Group
Illinois
$189K +$57.9K +576 +44%
BGAI
580
Bruce G. Allen Investments
Colorado
$183K +$6.43K +64 +4%
AWM
581
Avior Wealth Management
Nebraska
$164K -$141K -1,400 -46%
CFGS
582
Concourse Financial Group Securities
Alabama
$160K +$60.2K +599 +61%
RI
583
Ridgewood Investments
New Jersey
$159K +$159K +1,578 New
MSWM
584
Mowery & Schoenfeld Wealth Management
Illinois
$158K +$28.7K +286 +22%
BIA
585
Bell Investment Advisors
California
$157K
GPI
586
General Partner Inc
Pennsylvania
$141K
AF
587
Aviso Financial
Ontario, Canada
$139K +$139K +1,385 New
BWP
588
Baldwin Wealth Partners
Massachusetts
$136K
HAS
589
HBW Advisory Services
California
$132K -$45K -448 -25%
CAM
590
Creekmur Asset Management
Illinois
$128K -$495K -4,929 -80%
WP
591
WealthShield Partners
North Carolina
$123K
HNB
592
Huntington National Bank
Ohio
$119K
CIM
593
Contravisory Investment Management
Massachusetts
$108K -$167K -1,660 -61%
RWPA
594
Richard W. Paul & Associates
Michigan
$100K
CAM
595
Chesapeake Asset Management
New York
$92.8K +$92.6K +921 New
DI
596
DAGCO Inc
Ohio
$91.5K +$91.4K +909 New
LI
597
LRI Investments
Florida
$81.4K +$81.2K +808 New
PA
598
Parallel Advisors
California
$78.5K +$70.8K +704 +939%
RF
599
Robinswood Financial
Washington
$76K
FMP
600
Financial Management Professionals
Texas
$76K -$12.5K -124 -14%