We are live on ! Find out more
SGOV icon

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
SFSG
201
Sound Financial Strategies Group
Mississippi
$6.83M -$15.9M -158,494 -70%
WAM
202
Worth Asset Management
Texas
$6.8M -$20M -199,093 -75%
GWM
203
Geneos Wealth Management
Colorado
$6.69M +$727K +7,227 +12%
EFS
204
Econ Financial Services
Pennsylvania
$6.62M +$6.61M +65,769 New
BDWCC
205
B&D White Capital Company
Texas
$6.61M +$6.38M +63,500 +3,041%
WCWM
206
Willow Creek Wealth Management
California
$6.56M +$612K +6,087 +10%
Lido Advisors
207
Lido Advisors
California
$6.51M +$2.74M +27,272 +73%
TI
208
Tidal Investments
Wisconsin
$6.49M +$3.1M +30,852 +91%
SIM
209
Studio Investment Management
Illinois
$6.47M -$308K -3,059 -5%
BCM
210
Brasada Capital Management
Texas
$6.47M -$2.16M -21,502 -25%
HI
211
Horizon Investments
North Carolina
$6.46M -$31.4K -312 -0.5%
HWMT
212
Heritage Wealth Management (Texas)
Texas
$6.33M -$82.1K -817 -1%
DWM
213
Destination Wealth Management
California
$6.19M +$91.8K +913 +2%
NA
214
NewEdge Advisors
Louisiana
$6.13M -$799K -7,944 -12%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$6.06M +$2.28M +22,642 +60%
ACA
216
Ackerman Capital Advisors
Texas
$6.04M -$1.97M -19,595 -25%
AC
217
Arjuna Capital
North Carolina
$5.95M +$553K +5,497 +10%
AL
218
ADE LLC
Maryland
$5.94M +$5.23M +51,981 +739%
PGA
219
Portland Global Advisors
Maine
$5.93M +$2.47M +24,561 +72%
FFS
220
Founders Financial Securities
Maryland
$5.91M -$36.2K -360 -0.6%
BCMLT
221
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.79M +$3.13M +31,160 +118%
DT
222
Diversified Trust
Tennessee
$5.78M
KWM
223
Koa Wealth Management
California
$5.75M -$632K -6,289 -10%
IWC
224
Integrated Wealth Concepts
Massachusetts
$5.72M +$190K +1,888 +3%
DAS
225
Diversify Advisory Services
Utah
$5.7M +$1.95M +19,366 +52%