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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

642 hedge funds and large institutions have $8.36B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+54
Holders Change %
+9.18%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.4%
New
119
Increased
287
Reduced
196
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$137M
2
PCIG
Partners Capital Investment Group
Massachusetts
$169M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
PCM
Punch Card Management
Florida
$58.5M
5
EWA
Exencial Wealth Advisors
Oklahoma
$53.6M

Top Sellers

1
HI
Harper Investing
California
$3.66M
2
Wells Fargo
Wells Fargo
California
$27.4M
3
EPM
Elm Partners Management
Pennsylvania
$58.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.01M
5
LAS
Lloyd Advisory Services
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
226
Sage Rhino Capital
California
$4.81M +$451K +4,481 +10%
SMC
227
Smith, Moore & Co
Missouri
$4.8M +$2.22M +22,069 +86%
Goldman Sachs
228
Goldman Sachs
New York
$4.73M +$965K +9,581 +26%
JWCA
229
J.W. Cole Advisors
Florida
$4.58M +$1.06M +10,476 +30%
MWM
230
Merriman Wealth Management
Washington
$4.56M -$512K -5,082 -10%
MWM
231
Marion Wealth Management
Pennsylvania
$4.54M -$122K -1,215 -3%
KCM
232
KM Capital Management
Texas
$4.31M +$3.76M +37,330 +682%
AA
233
Alesco Advisors
New York
$4.2M +$812K +8,066 +24%
CL
234
COWA LLC
Oklahoma
$4.14M -$200K -1,997 -5%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$4.1M -$3.75M -37,260 -48%
EFG
236
Ethos Financial Group
Pennsylvania
$4.09M -$808K -8,024 -16%
AWA
237
Authentikos Wealth Advisory
California
$4.08M +$4.08M +21,373 New
HH
238
Hilltop Holdings
Texas
$4.03M -$2.85M -28,309 -41%
WCM
239
Wisconsin Capital Management
Wisconsin
$3.96M +$101K +1,006 +3%
TYCC
240
Texas Yale Capital Corp
Florida
$3.92M – – –
CWM
241
Congress Wealth Management
Massachusetts
$3.88M -$269K -2,669 -6%
CAM
242
Congress Asset Management
Massachusetts
$3.87M -$280K -2,776 -7%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$3.77M +$397K +3,949 +12%
Lido Advisors
244
Lido Advisors
California
$3.76M +$905K +8,988 +32%
SA
245
Strategic Advisors
New York
$3.75M +$980K +9,727 +35%
DAS
246
Diversify Advisory Services
Utah
$3.75M +$3.75M +37,302 New
JF
247
JSF Financial
California
$3.69M +$3.69M +36,608 New
TWA
248
Talisman Wealth Advisors
New Jersey
$3.68M +$1.16M +11,507 +46%
HI
249
Harper Investing
California
$3.66M -$40.7M -404,594 -92%
Vontobel Holding
250
Vontobel Holding
Switzerland
$3.66M -$391K -3,878 -10%
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