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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
CAM
651
Creekmur Asset Management
Illinois
$48.6K -$78.9K -785 -62%
NMG
652
New Millennium Group
Utah
$48K -$2.22M -22,075 -98%
FHA
653
First Horizon Advisors
Tennessee
$41.4K -$1K -10 -2%
AFWM
654
Abich Financial Wealth Management
Virginia
$40.2K -$607K -6,042 -94%
TH
655
TCTC Holdings
Texas
$39.5K
EK
656
Evensky & Katz
Florida
$37K +$37.1K +369 New
MCA
657
Maryland Capital Advisors
Maryland
$36.7K +$503 +5 +1%
Citigroup
658
Citigroup
New York
$32.8K -$18.7K -186 -36%
William Blair & Company
659
William Blair & Company
Illinois
$31.3K +$15.5K +154 +98%
CAS
660
Coppell Advisory Solutions
Texas
$30.7K
ADL
661
Asset Dedication LLC
California
$30K
AAP
662
Arax Advisory Partners
Colorado
$29.7K -$9.75K -97 -25%
MSWM
663
Mowery & Schoenfeld Wealth Management
Illinois
$24.3K -$134K -1,330 -85%
ATS
664
Ashton Thomas Securities
New York
$23.9K +$23.8K +237 New
SSB
665
Sandy Spring Bank
Maryland
$17.5K +$17.5K +174 New
PCMC
666
Planning Capital Management Corporation
Pennsylvania
$17.3K +$101 +1 +0.6%
Bessemer Group
667
Bessemer Group
New Jersey
$14K +$5.33K +53 +60%
S
668
SignatureFD
Georgia
$12.6K -$35.2K -350 -74%
Allspring Global Investments
669
Allspring Global Investments
North Carolina
$11.9K
HFS
670
Horizon Financial Services
North Carolina
$11.1K +$11.1K +110 New
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$11K
UIA
672
Ulland Investment Advisors
Minnesota
$10K +$9.05K +90 +900%
WOSD
673
WFA of San Diego
California
$8.46K
FIA
674
FPC Investment Advisory
California
$8.33K -$7.38M -73,373 -100%
HIA
675
Harbor Investment Advisory
Maryland
$6.95K +$3.22K +32 +86%

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.