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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 %
RIL
301
Rothschild Investment LLC
Illinois
$2.55M -$10.1K -100 -0.4%
PWMG
302
Pinnacle Wealth Management Group
Michigan
$2.55M -$6.58M -65,359 -72%
BFG
303
Beacon Financial Group
Texas
$2.53M +$218K +2,162 +9%
PCM
304
Prelude Capital Management
New York
$2.52M – – –
SMFG
305
Sumitomo Mitsui Financial Group
Japan
$2.5M -$802K -7,959 -24%
HWA
306
HHM Wealth Advisors
Tennessee
$2.47M +$298K +2,955 +14%
FFA
307
First Foundation Advisors
California
$2.45M +$2.16M +21,405 +736%
GC
308
Guidance Capital
Kentucky
$2.38M -$275K -2,730 -10%
TFA
309
Transamerica Financial Advisors
Florida
$2.3M +$1.34M +13,324 +140%
SKK
310
Shepherd Kaplan Krochuk
Massachusetts
$2.26M +$497K +4,937 +28%
RSWM
311
Robertson Stephens Wealth Management
California
$2.21M -$2.98M -29,537 -57%
SP
312
Successful Portfolios
Florida
$2.14M +$507K +5,033 +31%
WW
313
Waterfront Wealth
Kansas
$2.14M -$341K -3,383 -14%
HTC
314
Haverford Trust Company
Pennsylvania
$2.13M – – –
PAG
315
Private Advisory Group
Washington
$2.1M +$2.1M +20,866 New
RIA
316
Realta Investment Advisors
Delaware
$2.04M +$707K +7,036 +53%
EIA
317
Eldridge Investment Advisors
New Hampshire
$2.01M -$233K -2,316 -10%
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$2M +$1.21M +10,112 +152%
AWE
319
Avidian Wealth Enterprises
Texas
$1.98M +$1.32M +13,102 +199%
CWG
320
Crown Wealth Group
North Carolina
$1.98M +$766K +7,603 +63%
JFG
321
JDM Financial Group
Texas
$1.95M +$1.95M +19,320 New
FPFS
322
First Personal Financial Services
North Carolina
$1.94M +$1.21M +11,969 +164%
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$1.94M -$1.38M -13,670 -42%
KPWS
324
Kestra Private Wealth Services
Texas
$1.9M -$1.47M -14,619 -44%
RIA
325
Regal Investment Advisors
Michigan
$1.89M +$255K +2,532 +16%
11 12
13
14 15