SGOV icon

iShares 0-3 Month Treasury Bond ETF

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.52%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$3.37M +$2.49M +24,829 +284%
WSWA
252
Warren Street Wealth Advisors
California
$3.36M +$1.4M +13,921 +72%
SPIS
253
Steward Partners Investment Solutions
Oregon
$3.36M +$3.36M +33,349 New
Comerica Bank
254
Comerica Bank
Texas
$3.32M -$357K -3,543 -10%
MMA
255
Miracle Mile Advisors
California
$3.28M +$3.28M +32,606 New
Principal Financial Group
256
Principal Financial Group
Iowa
$3.27M
SQA
257
Simon Quick Advisors
New Jersey
$3.25M -$58.6K -582 -2%
Betterment LLC
258
Betterment LLC
New York
$3.2M -$9.16K -91 -0.3%
SPC
259
Sigma Planning Corp
Michigan
$3.2M +$1.64M +16,301 +105%
CWP
260
Core Wealth Partners
California
$3.07M -$341K -3,385 -10%
RIL
261
Rothschild Investment LLC
Illinois
$2.87M +$2.83M +28,120 +7,361%
AWA
262
Arete Wealth Advisors
Illinois
$2.86M +$1.87M +18,575 +188%
Lido Advisors
263
Lido Advisors
California
$2.85M +$707K +7,021 +33%
SAM
264
Stansberry Asset Management
Texas
$2.85M +$410K +4,072 +17%
RFN
265
RDA Financial Network
Iowa
$2.84M -$13.1K -130 -0.5%
FHB
266
First Hawaiian Bank
Hawaii
$2.79M +$2.79M +27,680 New
SA
267
Strategic Advisors
New York
$2.77M -$137K -1,364 -5%
TSS
268
Two Sigma Securities
New York
$2.75M +$1.53M +15,173 +125%
LNC
269
Lincoln National Corp
Pennsylvania
$2.69M +$1.66M +16,436 +159%
GEA
270
Glen Eagle Advisors
New Jersey
$2.67M -$126K -1,248 -4%
ML
271
McAdam LLC
Pennsylvania
$2.66M +$2.07M +20,574 +352%
HL
272
HeadInvest LLC
Maine
$2.59M +$1.42M +14,140 +122%
SMC
273
Smith, Moore & Co
Missouri
$2.58M -$12.4M -123,214 -83%
IAA
274
Independent Advisor Alliance
North Carolina
$2.58M -$3.66M -36,350 -59%
RSWM
275
Robertson Stephens Wealth Management
California
$2.55M -$4.26M -42,279 -63%