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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
CWM
576
Cornerstone Wealth Management
Missouri
$266K +$265K +2,641 New
RB
577
Renasant Bank
Mississippi
$264K +$62.7K +624 +31%
DWM
578
Diversify Wealth Management
Utah
$262K +$39.4K +392 +18%
SF
579
Synovus Financial
Georgia
$261K -$5.63K -56 -2%
HI
580
Harbour Investments
Wisconsin
$261K +$19.7K +196 +8%
IWM
581
Integris Wealth Management
California
$260K +$259K +2,578 New
SF
582
Symphony Financial
Texas
$257K +$101 +1 +0%
VCM
583
Virtue Capital Management
Tennessee
$257K -$905 -9 -0.4%
KPP
584
Kings Path Partners
Texas
$252K
DF
585
DecisionPoint Financial
Arizona
$246K -$210K -2,092 -46%
CA
586
Claro Advisors
Massachusetts
$242K -$113K -1,122 -32%
IA
587
Insight Advisors
Pennsylvania
$239K +$5.03K +50 +2%
QPWM
588
Quadrant Private Wealth Management
Pennsylvania
$234K -$101 -1 -0%
1WM
589
1858 Wealth Management
Ohio
$234K +$234K +2,326 New
CA
590
Crane Advisory
California
$231K -$1K -10 -0.4%
CFC
591
Coyle Financial Counsel
Illinois
$230K -$8.85K -88 -4%
RFG
592
RFP Financial Group
Georgia
$230K -$390K -3,878 -63%
CA
593
Calton & Associates
Florida
$229K +$228K +2,270 New
VA
594
Vident Advisory
Georgia
$228K -$25.5M -253,703 -99%
HW
595
Hedeker Wealth
Illinois
$226K +$225K +2,243 New
LFAS
596
Level Four Advisory Services
Texas
$225K +$225K +2,235 New
DADC
597
D.A. Davidson & Co
Montana
$225K +$224K +2,231 New
IP
598
Intellectus Partners
California
$222K +$221K +2,203 New
PTC
599
Private Trust Company
Ohio
$221K
PCIA
600
Prime Capital Investment Advisors
Kansas
$218K -$18.8K -187 -8%

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.