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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
TFA
676
Toth Financial Advisory
Virginia
$6.04K +$6.03K +60 New
JFA
677
JNBA Financial Advisors
Minnesota
$5.94K – – –
FRA
678
Front Row Advisors
California
$5.44K – – –
GIM
679
Gold Investment Management
Alberta, Canada
$5.44K – – –
HI
680
Hoey Investments
Pennsylvania
$4.43K – – –
PIS
681
POM Investment Strategies
North Carolina
$3.22K +$3.22K +32 New
CWP
682
Concord Wealth Partners
Virginia
$2.52K – – –
Toronto Dominion Bank
683
Toronto Dominion Bank
Ontario, Canada
$2.42K +$2.41K +24 New
CFD
684
Creative Financial Designs
Indiana
$2.12K +$2.11K +21 New
CT
685
Clearstead Trust
Maine
$1.31K -$1.31K -13 -50%
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504 +$503 +5 New
SFA
687
Semmax Financial Advisors
North Carolina
$487 – – –
Franklin Resources
688
Franklin Resources
California
$402 -$47.5K -472 -99%
OSAM
689
O'Shaughnessy Asset Management
Connecticut
$100 +$101 +1 New
RCM
690
Raleigh Capital Management
North Carolina
$87 – – –
SW
691
SVB Wealth
Massachusetts
– -$25.5M -252,789 Closed
IAIM
692
International Assets Investment Management
Florida
– -$8.45M -83,947 Closed
MWC
693
MBM Wealth Consultants
Missouri
– -$6.24M -62,116 Closed
KCM
694
KM Capital Management
Texas
– -$4.31M -42,800 Closed
Vontobel Holding
695
Vontobel Holding
Switzerland
– -$3.66M -36,293 Closed
YIA
696
YHB Investment Advisors
Connecticut
– -$3.65M -36,194 Closed
Principal Financial Group
697
Principal Financial Group
Iowa
– -$2.87M -28,505 Closed
DWM
698
Drive Wealth Management
Utah
– -$2.2M -21,872 Closed
AWA
699
Authentikos Wealth Advisory
California
– -$4.08M -21,373 Closed
AFP
700
Alpha Financial Partners
Kentucky
– -$1.91M -18,925 Closed
26 27
28
29 30

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.