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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
+$77.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$64.8M
4
PCM
Punch Card Management
Florida
+$56M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$53.2M

Top Sellers

1
HI
Harper Investing
California
-$40.7M
2
Wells Fargo
Wells Fargo
California
-$35.1M
3
EPM
Elm Partners Management
Pennsylvania
-$33.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$32.1M
5
LAS
Lloyd Advisory Services
Georgia
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
251
Betterment LLC
New York
$3.65M +$445K +4,415 +14%
YIA
252
YHB Investment Advisors
Connecticut
$3.65M +$1.64M +16,280 +82%
EH
253
Equitable Holdings
New York
$3.6M +$1.22M +12,139 +51%
SP
254
Stonebrook Private
Michigan
$3.56M -$873K -8,669 -20%
SAM
255
Stansberry Asset Management
Texas
$3.53M +$679K +6,738 +24%
PGA
256
Portland Global Advisors
Maine
$3.46M +$1.03M +10,207 +42%
TI
257
Tidal Investments
Wisconsin
$3.41M +$3.15M +31,267 +1,224%
FAP
258
Financial Advisory Partners
Florida
$3.4M +$1.01M +10,027 +42%
KPWS
259
Kestra Private Wealth Services
Texas
$3.37M +$1.78M +17,642 +112%
NHFG
260
New Harbor Financial Group
Massachusetts
$3.37M +$1.24M +12,328 +58%
ML
261
McAdam LLC
Pennsylvania
$3.34M +$677K +6,725 +25%
RL
262
Retireful LLC
Michigan
$3.31M -$99.1K -984 -3%
HAIM
263
Hunter Associates Investment Management
Pennsylvania
$3.3M -$101K -1,001 -3%
SMFG
264
Sumitomo Mitsui Financial Group
Japan
$3.3M +$1.7M +16,861 +106%
SQA
265
Simon Quick Advisors
New Jersey
$3.26M +$7.65K +76 +0.2%
CIC
266
Carnegie Investment Counsel
Ohio
$3.25M -$116K -1,150 -3%
OIA
267
OneDigital Investment Advisors
Kansas
$3.22M +$2.06M +20,437 +176%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$3.22M +$1.73M +17,132 +115%
BFA
269
Beaumont Financial Advisors
Massachusetts
$3.13M +$1.17M +11,603 +60%
CWP
270
Core Wealth Partners
California
$3.12M +$51.5K +511 +2%
Comerica Bank
271
Comerica Bank
Texas
$3.1M -$218K -2,164 -7%
BRWA
272
B. Riley Wealth Advisors
Florida
$3.1M +$1.84M +18,269 +146%
GM
273
GeoWealth Management
Illinois
$2.95M -$1.32M -13,148 -31%
Principal Financial Group
274
Principal Financial Group
Iowa
$2.87M -$404K -4,011 -12%
WSWA
275
Warren Street Wealth Advisors
California
$2.87M -$493K -4,900 -15%
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