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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
RPGK
701
Retirement Planning Group (Kansas)
Kansas
– -$1.41M -13,976 Closed
CAP
702
Columbia Advisory Partners
Washington
– -$1.21M -12,008 Closed
C
703
Certuity
Florida
– -$1.1M -10,906 Closed
MAWAG
704
Mid-American Wealth Advisory Group
Missouri
– -$1.02M -10,126 Closed
BIP
705
Blueprint Investment Partners
North Carolina
– -$781K -7,754 Closed
BPA
706
Beacon Pointe Advisors
California
– -$752K -7,469 Closed
WCM
707
Windham Capital Management
Massachusetts
– -$702K -6,973 Closed
IA
708
IFG Advisory
Georgia
– -$699K -6,935 Closed
R
709
Rebalance
California
– -$680K -6,753 Closed
Nomura Asset Management
710
Nomura Asset Management
Japan
– -$593K -5,890 Closed
GSEP
711
Golden State Equity Partners
California
– -$525K -5,212 Closed
WC
712
Waterloo Capital
Texas
– -$522K -5,181 Closed
PG
713
Prostatis Group
Maryland
– -$508K -5,045 Closed
MWM
714
Mosley Wealth Management
California
– -$403K -4,000 Closed
EW
715
Evoke Wealth
California
– -$379K -3,765 Closed
Fisher Asset Management
716
Fisher Asset Management
Washington
– -$351K -3,490 Closed
LRWA
717
Long Run Wealth Advisors
New York
– -$350K -3,471 Closed
IWM
718
IHT Wealth Management
Illinois
– -$348K -3,456 Closed
MPM
719
Meritage Portfolio Management
Kansas
– -$299K -2,964 Closed
DG
720
DMC Group
Alabama
– -$276K -2,740 Closed
RCM
721
Ridgepath Capital Management
Tennessee
– -$274K -2,725 Closed
BBI
722
Baxter Bros Inc
Connecticut
– -$267K -2,655 Closed
SL
723
Sentinus LLC
Illinois
– -$250K -2,484 Closed
EFG
724
Ehrlich Financial Group
California
– -$219K -2,170 Closed
SWA
725
Strata Wealth Advisors
Texas
– -$214K -2,121 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.