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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 %
HL
276
HeadInvest LLC
Maine
$2.85M +$268K +2,661 +10%
AWA
277
Arete Wealth Advisors
Illinois
$2.69M -$178K -1,764 -6%
GC
278
Guidance Capital
Kentucky
$2.66M +$822K +8,160 +45%
BCMLT
279
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.65M +$2.65M +26,355 New
JE
280
JMAC Enterprises
Pennsylvania
$2.64M +$2.64M +26,198 New
GEA
281
Glen Eagle Advisors
New Jersey
$2.62M -$47.7K -474 -2%
AA
282
Aire Advisors
California
$2.6M +$2.6M +25,816 New
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$2.6M +$97.9K +971 +4%
GC
284
Guggenheim Capital
Illinois
$2.58M +$801K +7,956 +45%
RIL
285
Rothschild Investment LLC
Illinois
$2.56M -$310K -3,078 -11%
WIA
286
World Investment Advisors
California
$2.54M +$1.58M +15,643 +164%
FFA
287
Farther Finance Advisors
California
$2.54M +$1.03M +10,301 +69%
PCM
288
Prelude Capital Management
New York
$2.52M – – –
WW
289
Waterfront Wealth
Kansas
$2.48M -$3.6M -35,794 -59%
ECM
290
Evergreen Capital Management
Washington
$2.45M +$2.45M +24,317 New
MMA
291
Miracle Mile Advisors
California
$2.44M -$846K -8,396 -26%
FTUS
292
Flow Traders U.S.
New York
$2.43M -$1.17M -11,650 -33%
RFP
293
Root Financial Partners
California
$2.32M +$66K +655 +3%
AFG
294
Atomi Financial Group
New York
$2.31M +$2.31M +22,922 New
BFG
295
Beacon Financial Group
Texas
$2.31M +$350K +3,473 +18%
IA
296
IFG Advisors
Missouri
$2.31M +$154K +1,530 +7%
ATPW
297
Ashton Thomas Private Wealth
Arizona
$2.29M -$3.57M -35,460 -61%
NMG
298
New Millennium Group
Utah
$2.27M -$1.29M -12,850 -36%
EIA
299
Eldridge Investment Advisors
New Hampshire
$2.24M -$1.52M -15,048 -40%
PS
300
Principal Securities
Iowa
$2.23M +$140K +1,390 +7%
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