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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 %
GIM
301
Goelzer Investment Management
Indiana
$2.21M +$2.21M +21,992 New
DWM
302
Drive Wealth Management
Utah
$2.2M +$2.2M +21,872 New
RCM
303
Regency Capital Management
Hawaii
$2.18M +$1.91M +18,963 +695%
SHGA
304
Sand Hill Global Advisors
California
$2.17M +$2.17M +21,562 New
HWA
305
HHM Wealth Advisors
Tennessee
$2.17M -$56.7K -563 -3%
AWM
306
Alterna Wealth Management
Texas
$2.16M +$2.16M +21,436 New
CFS
307
Commonwealth Financial Services
West Virginia
$2.13M +$2.13M +21,238 New
HTC
308
Haverford Trust Company
Pennsylvania
$2.13M – – –
Citadel Advisors
309
Citadel Advisors
Florida
$2.01M -$32.1M -319,184 -94%
TC
310
TownSquare Capital
Utah
$1.92M +$760K +7,547 +66%
SIC
311
Sterling Investment Counsel
New York
$1.91M +$1.91M +18,969 New
AFP
312
Alpha Financial Partners
Kentucky
$1.91M +$560K +5,560 +42%
KPPF
313
Klein Pavlis & Peasley Financial
California
$1.89M -$2.62M -26,004 -58%
FSG
314
Financial Strategies Group
Michigan
$1.81M +$892K +8,882 +97%
TLFA
315
True Link Financial Advisors
California
$1.8M -$395K -3,922 -18%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$1.79M +$1.02M +10,194 +134%
RFN
317
RDA Financial Network
Iowa
$1.78M -$1.06M -10,542 -37%
OC
318
Oppenheimer & Co
New York
$1.78M +$366K +3,634 +26%
RJT
319
Raymond James Trust
Florida
$1.77M -$151K -1,503 -8%
SKK
320
Shepherd Kaplan Krochuk
Massachusetts
$1.76M +$1.12M +11,134 +175%
PAS
321
Park Avenue Securities
New York
$1.68M +$752K +7,467 +81%
KWA
322
Kingswood Wealth Advisors
California
$1.65M +$675K +6,700 +69%
SP
323
Successful Portfolios
Florida
$1.63M +$11.7K +116 +0.7%
RIA
324
Regal Investment Advisors
Michigan
$1.63M +$773K +7,676 +90%
SL
325
Salomon & Ludwin
Virginia
$1.61M -$840K -8,341 -34%
11 12
13
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