SGOV icon

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 %
Polen Capital Management
326
Polen Capital Management
Florida
$1.87M +$825K +8,192 +79%
GFA
327
Gallagher Fiduciary Advisors
Illinois
$1.82M +$1.12M +11,075 +158%
TLFA
328
True Link Financial Advisors
California
$1.81M +$7.25K +72 +0.4%
CF
329
Clarity Financial
Texas
$1.81M +$1.81M +17,983 New
CI
330
CPR Investments
Michigan
$1.81M +$843K +8,367 +88%
SCM
331
Sheridan Capital Management
California
$1.79M +$740K +7,351 +71%
LA
332
Legacy Advisors
Pennsylvania
$1.78M +$1.78M +17,638 New
JCIA
333
Jackson Creek Investment Advisors
Colorado
$1.76M +$232K +2,304 +15%
WIA
334
World Investment Advisors
California
$1.74M -$796K -7,905 -31%
IF
335
Intrua Financial
Texas
$1.71M +$1.71M +16,957 New
EF
336
Empowered Funds
Pennsylvania
$1.71M +$1.71M +16,933 New
RAG
337
RIA Advisory Group
Iowa
$1.7M +$1.7M +16,866 New
GAM
338
Gotham Asset Management
New York
$1.69M +$1.69M +16,827 New
NOCM
339
Night Owl Capital Management
Connecticut
$1.69M +$1.69M +16,766 New
EBA
340
Eagle Bay Advisors
New York
$1.69M +$111K +1,103 +7%
SLA
341
Silver Lake Advisory
Utah
$1.68M +$155K +1,535 +10%
AWM
342
Alterna Wealth Management
Texas
$1.68M -$481K -4,773 -22%
BAM
343
Berkshire Asset Management
Pennsylvania
$1.6M – – –
DA
344
Denali Advisors
California
$1.59M +$1.59M +15,817 New
FA
345
Fiduciary Alliance
South Carolina
$1.59M +$1.59M +15,799 New
MIM
346
Montgomery Investment Management
Maryland
$1.57M -$8.06K -80 -0.5%
JIP
347
Jaffetilchin Investment Partners
Florida
$1.56M +$128K +1,273 +9%
VFA
348
Values First Advisors
Tennessee
$1.55M -$4.41M -43,776 -74%
RFN
349
RDA Financial Network
Iowa
$1.53M -$247K -2,451 -14%
SAM
350
Sectoral Asset Management
Quebec, Canada
$1.53M +$1.53M +15,200 New
12 13
14
15 16