iShares 0-3 Month Treasury Bond ETF
SGOV
693 hedge funds and large institutions have $8.97B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 295 increasing their positions, 240 reducing their positions, and 50 closing their positions.
106% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 50
23% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 240
7% more capital invested
Capital invested by funds: $8.39B → $8.97B (+$576M)
7% more funds holding
Funds holding: 650 → 693 (+43)
1.48% less ownership
Funds ownership: 36.75% → 35.27% (-1.5%)
2% less funds holding in top 10
Funds holding in top 10: 97 → 95 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$72.4M |
| 2 |
Cerity Partners
New York
|
+$61.9M |
| 3 |
Morgan Stanley
New York
|
+$59.3M |
| 4 |
PFMU
Privium Fund Management (UK)
London,
United Kingdom
|
+$50.3M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$82.5M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$52.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$36.8M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$32.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.2M |
SGOV Hedge Fund Activity: Q3 2024 in Review
693 of the 6,978 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 $8.97B — up 6.9% from $8.39B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SGOV positions and 50 closed out — a net gain of 53 holders — while 295 added to existing stakes and 240 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $72.4M. The largest seller was Royal Bank of Canada, cutting an estimated $82.5M.
- 693 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2024, up from 650 in Q2 2024.
- Funds reported $8.97B of iShares 0-3 Month Treasury Bond ETF stock for Q3 2024, up 6.9% quarter-over-quarter.
- 103 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2024 and 50 closed out, a net change of +53 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 Royal Bank of Canada, an estimated $82.5M sold.
Based on aggregated 13F filings for Q3 2024.