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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

684 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.89%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.36%
New
103
Increased
289
Reduced
238
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$191M
2
Cerity Partners
2
Cerity Partners
New York
$118M
3
Morgan Stanley
3
Morgan Stanley
New York
$503M
4
UBS AM
4
UBS AM
Illinois
$50.4M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$50.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$93.3M
3
SW
3
Simplicity Wealth
New Jersey
$850K
4
Bank of America
4
Bank of America
North Carolina
$342M
5
Ameriprise
5
Ameriprise
Minnesota
$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
276
Principal Securities
Iowa
$3.37M +$1.14M +11,325 +51%
CWP
277
Core Wealth Partners
California
$3.34M +$215K +2,137 +7%
HF
278
HRT Financial
New York
$3.26M +$3.26M +32,324 New
TWA
279
Talisman Wealth Advisors
New Jersey
$3.25M -$430K -4,268 -12%
GA
280
Greenspring Advisors
Maryland
$3.15M +$1.58M +15,725 +101%
NHFG
281
New Harbor Financial Group
Massachusetts
$3.1M -$266K -2,645 -8%
SFC
282
Strategic Financial Concepts
Texas
$3.07M -$407M -4,040,006 -99%
MWM
283
Merriman Wealth Management
Washington
$3M -$1.56M -15,496 -34%
RFP
284
Root Financial Partners
California
$2.92M +$601K +5,967 +26%
FFA
285
Farther Finance Advisors
California
$2.91M +$369K +3,664 +14%
CIC
286
Carnegie Investment Counsel
Ohio
$2.89M -$364K -3,617 -11%
RL
287
Retireful LLC
Michigan
$2.87M -$435K -4,320 -13%
HL
288
HeadInvest LLC
Maine
$2.85M – – –
BEI
289
Benjamin Edwards Inc
Missouri
$2.83M +$2.83M +28,094 New
EAM
290
Everstar Asset Management
North Carolina
$2.81M +$2.81M +27,914 New
OL
291
Owen LaRue
Kentucky
$2.79M +$2.11M +20,948 +311%
SIC
292
Sterling Investment Counsel
New York
$2.76M +$846K +8,401 +44%
AWA
293
Arete Wealth Advisors
Illinois
$2.7M +$13.3K +132 +0.5%
AWG
294
Altus Wealth Group
Colorado
$2.68M +$2.68M +26,575 New
PI
295
PFG Investments
New York
$2.67M +$1.81M +17,975 +210%
KPPF
296
Klein Pavlis & Peasley Financial
California
$2.64M +$752K +7,462 +40%
GEA
297
Glen Eagle Advisors
New Jersey
$2.61M -$13K -129 -0.5%
HKIM
298
Hayek Kallen Investment Management
Alabama
$2.61M +$1.73M +17,130 +196%
Betterment LLC
299
Betterment LLC
New York
$2.6M -$1.05M -10,382 -29%
SQA
300
Simon Quick Advisors
New Jersey
$2.57M -$689K -6,837 -21%
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