iShares 0-3 Month Treasury Bond ETF
SGOV
650 hedge funds and large institutions have $8.39B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 290 increasing their positions, 198 reducing their positions, and 55 closing their positions.
120% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 55
46% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 198
18% more funds holding in top 10
Funds holding in top 10: 82 → 97 (+15)
10% more capital invested
Capital invested by funds: $7.61B → $8.39B (+$782M)
10% more funds holding
Funds holding: 592 → 650 (+58)
2.89% less ownership
Funds ownership: 39.64% → 36.75% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$137M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$77.2M |
| 3 |
JP Morgan Chase
New York
|
+$64.7M |
| 4 |
PCM
Punch Card Management
Winter Park,
Florida
|
+$55.9M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harper Investing
Santa Clara,
California
|
-$40.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$35M |
| 3 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
-$33.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$32.1M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$27.7M |
SGOV Hedge Fund Activity: Q2 2024 in Review
650 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2024, worth a combined $8.39B — up 10% from $7.61B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new SGOV positions and 55 closed out — a net gain of 66 holders — while 290 added to existing stakes and 198 trimmed.
The largest buyer was Stuart Chaussee & Associates, adding an estimated $137M. The largest seller was Harper Investing, cutting an estimated $40.7M.
- 650 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2024, up from 592 in Q1 2024.
- Funds reported $8.39B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 121 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2024 and 55 closed out, a net change of +66 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2024 was Stuart Chaussee & Associates, an estimated $137M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2024 was Harper Investing, an estimated $40.7M sold.
Based on aggregated 13F filings for Q2 2024.