iShares 0-3 Month Treasury Bond ETF
SGOV
770 hedge funds and large institutions have $10.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 333 increasing their positions, 221 reducing their positions, and 79 closing their positions.
118% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 79
51% more repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 221
41% more funds holding in top 10
Funds holding in top 10: 95 → 134 (+39)
18% more capital invested
Capital invested by funds: $8.97B → $10.6B (+$1.62B)
11% more funds holding
Funds holding: 693 → 770 (+77)
0.55% more ownership
Funds ownership: 35.27% → 35.82% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$143M |
| 2 |
LPL Financial
San Diego,
California
|
+$122M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$115M |
| 4 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
+$82.3M |
| 5 |
RCM
Ridgepath Capital Management
Knoxville,
Tennessee
|
+$64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$147M |
| 2 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$67M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$66M |
| 4 |
BlackRock
New York
|
-$62.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$50.4M |
SGOV Hedge Fund Activity: Q4 2024 in Review
770 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q4 2024, worth a combined $10.6B — up 18% from $8.97B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new SGOV positions and 79 closed out — a net gain of 93 holders — while 333 added to existing stakes and 221 trimmed.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $143M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $147M.
- 770 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q4 2024, up from 693 in Q3 2024.
- Funds reported $10.6B of iShares 0-3 Month Treasury Bond ETF stock for Q4 2024, up 18% quarter-over-quarter.
- 172 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q4 2024 and 79 closed out, a net change of +93 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $143M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q4 2024 was Stuart Chaussee & Associates, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2024.