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iShares 0-3 Month Treasury Bond ETF
SGOV

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: 647 → 688 (+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: 96 → 94 (-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
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$72.4M
2
Cerity Partners
Cerity Partners
New York
+$61.9M
3
Morgan Stanley
Morgan Stanley
New York
+$59.3M
4
PFMU
Privium Fund Management (UK)
United Kingdom
+$50.3M
5
UBS AM
UBS AM
Illinois
+$50.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$406M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$82.5M
3
SW
Simplicity Wealth
New Jersey
-$52.7M
4
Bank of America
Bank of America
North Carolina
-$36.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
601
Exeter Financial
Arizona
$218K +$218K +2,166 New
USCWA
602
U.S. Capital Wealth Advisors
Texas
$217K +$217K +2,156 New
IIC
603
Integrated Investment Consultants
Michigan
$217K +$21.4M +212,640 New
SMH
604
Sanders Morris Harris
Texas
$214K – – –
OC
605
Oarsman Capital
Wisconsin
$214K -$44.9K -447 -17%
W
606
WealthCollab
Washington
$210K +$2.21K +22 +1%
Koshinski Asset Management
607
Koshinski Asset Management
Illinois
$210K +$209K +2,083 New
TCM
608
Traynor Capital Management
Pennsylvania
$207K +$2.71K +27 +1%
BDFN
609
Bond & Devick Financial Network
Minnesota
$207K – – –
CFO
610
Capitol Family Office
Oregon
$203K +$203K +2,020 New
SWA
611
Sightline Wealth Advisors
Connecticut
$203K -$20.2K -201 -9%
SWP
612
Summit Wealth Partners
Florida
$202K +$201K +2,004 New
SFPG
613
Stonebridge Financial Planning Group
Florida
$201K -$181K -1,800 -47%
NCM
614
Northland Capital Management
Minnesota
$201K -$50.3K -500 -20%
PPC
615
Park Place Capital
Alabama
$201K – – –
WJWM
616
Williams Jones Wealth Management
New York
$201K – – –
AIA
617
Armor Investment Advisors
North Carolina
$201K – – –
CP
618
Capital Planning
Washington
$200K +$200K +1,990 New
SWM
619
Spire Wealth Management
Virginia
$190K -$31.1K -309 -14%
BGAI
620
Bruce G. Allen Investments
Colorado
$188K +$4.83K +48 +3%
CB
621
Community Bank
New York
$188K -$3.72K -37 -2%
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$160K +$160K +1,592 New
BIA
623
Bell Investment Advisors
California
$157K – – –
SC
624
SouthState Corp
Florida
$156K -$729K -7,250 -82%
BWP
625
Baldwin Wealth Partners
Massachusetts
$156K +$20.1K +200 +15%
23 24
25
26 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.