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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
WP
626
WealthShield Partners
North Carolina
$155K +$32.1K +319 +26%
CCM
627
Chilton Capital Management
Texas
$152K -$333K -3,315 -69%
AA
628
Ancora Advisors
Ohio
$151K -$195K -1,936 -56%
DMIC
629
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148K +$142K +1,409 +2,237%
GPI
630
General Partner Inc
Pennsylvania
$141K
GM
631
GeoWealth Management
Illinois
$139K -$2.8M -27,890 -95%
ZA
632
Zazove Associates
Nevada
$136K -$276K -2,750 -67%
HNB
633
Huntington National Bank
Ohio
$130K
AWM
634
Avior Wealth Management
Nebraska
$117K -$47.2K -470 -29%
ACA
635
Aptus Capital Advisors
Alabama
$115K +$71.8K +714 +165%
MG
636
Mather Group
Illinois
$110K -$79K -786 -42%
MDCM
637
Morgan Dempsey Capital Management
Wisconsin
$107K +$107K +1,062 New
CFGS
638
Concourse Financial Group Securities
Alabama
$106K -$53.9K -536 -34%
LI
639
LRI Investments
Florida
$76.7K -$4.52K -45 -6%
RF
640
Robinswood Financial
Washington
$76K
FMP
641
Financial Management Professionals
Texas
$76K
CHA
642
Carmichael Hill & Associates
Maryland
$75.9K +$14.3K +142 +23%
CAM
643
Clarity Asset Management
Iowa
$69.9K +$69.8K +694 New
SFCL
644
Strengthening Families & Communities LLC
Massachusetts
$66.5K +$905 +9 +1%
CIM
645
Contravisory Investment Management
Massachusetts
$66.3K -$41.9K -417 -39%
CAM
646
Chesapeake Asset Management
New York
$65.9K -$26.8K -267 -29%
BWAM
647
Boyd Watterson Asset Management
Ohio
$60.7K -$4.32K -43 -7%
PPA
648
Painted Porch Advisors
California
$60K
DI
649
DAGCO Inc
Ohio
$53.6K -$37.9K -377 -41%
ME
650
McIlrath & Eck
Washington
$51.3K -$5.03K -50 -9%

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.