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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 %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$51.7K +513 +4%
MA
352
MONECO Advisors
Connecticut
$1.24M -$51.7K -513 -4%
AL
353
Aspiriant LLC
California
$1.22M +$1.22M +12,105 New
CWG
354
Crown Wealth Group
North Carolina
$1.21M +$1.21M +12,063 New
CAP
355
Columbia Advisory Partners
Washington
$1.21M +$324K +3,220 +37%
QWM
356
Quadcap Wealth Management
Texas
$1.21M +$732K +7,267 +154%
VBFG
357
Vishria Bird Financial Group
Tennessee
$1.19M +$47.2K +469 +4%
SFC
358
Strategic Financial Concepts
Texas
$1.18M +$1.17M +4,013,707 +7,067%
PMG
359
Private Management Group
California
$1.16M +$294K +2,921 +34%
MCM
360
McKinley Capital Management
Alaska
$1.16M +$287K +2,847 +33%
SCM
361
Steele Capital Management
Iowa
$1.14M -$174K -1,732 -13%
C
362
CEDRUS
Colorado
$1.13M +$287K +2,849 +34%
KFAA
363
Klaas Financial Asset Advisors
Illinois
$1.13M +$168K +1,671 +18%
HGA
364
Hobbs Group Advisors
South Carolina
$1.11M +$1.11M +10,987 New
FW
365
FullCircle Wealth
Texas
$1.11M +$1.11M +10,982 New
OHIS
366
Oak Harvest Investment Services
Texas
$1.1M +$196K +1,944 +22%
C
367
Certuity
Florida
$1.1M +$6.55K +65 +0.6%
FIA
368
Foundations Investment Advisors
Arizona
$1.09M -$6.36M -63,105 -85%
PP
369
Prosperity Planning
Missouri
$1.07M +$1.07M +10,617 New
AAS
370
Ameritas Advisory Services
Nebraska
$1.06M +$101K +1,001 +11%
GWP
371
Gateway Wealth Partners
Wisconsin
$1.06M +$1.06M +10,498 New
SCM
372
Sheridan Capital Management
California
$1.04M +$540K +5,387 +107%
CAL
373
Capital Advisors Ltd
Ohio
$1.04M -$233K -2,313 -18%
Polen Capital Management
374
Polen Capital Management
Florida
$1.04M +$691K +6,859 +197%
ACM
375
Andina Capital Management
Utah
$1.03M -$154K -1,533 -13%
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