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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 %
MAWAG
376
Mid-American Wealth Advisory Group
Missouri
$1.02M -$5.23M -51,902 -84%
TSS
377
Two Sigma Securities
New York
$1.01M -$1.74M -17,270 -63%
FA
378
Faithward Advisors
Pennsylvania
$1.01M +$25.7K +255 +3%
CIA
379
Choate Investment Advisors
Massachusetts
$1.01M -$8.56K -85 -0.8%
TCM
380
Triumph Capital Management
Colorado
$1.01M +$485K +4,820 +92%
MWM
381
Meridian Wealth Management
Kentucky
$1.01M +$1.01M +10,022 New
TPWM
382
Twelve Points Wealth Management
Massachusetts
$984K +$984K +9,775 New
CI
383
CPR Investments
Michigan
$962K -$1.52M -15,095 -61%
TFA
384
Transamerica Financial Advisors
Florida
$962K – – –
AA
385
Advisory Alpha
Michigan
$944K -$203K -2,014 -18%
CA
386
CoreCap Advisors
Michigan
$942K +$39.3K +390 +4%
CFG
387
Cosner Financial Group
Colorado
$924K -$18K -179 -2%
SWP
388
Strategic Wealth Partners
Ohio
$906K -$28.7K -285 -3%
AssetMark Inc
389
AssetMark Inc
California
$900K -$66.2K -657 -7%
SEIA
390
Signature Estate & Investment Advisors
California
$889K +$889K +8,824 New
SC
391
SouthState Corp
Florida
$886K +$886K +8,800 New
DCM
392
Donaldson Capital Management
Indiana
$884K +$14.9K +148 +2%
HKIM
393
Hayek Kallen Investment Management
Alabama
$882K +$882K +8,760 New
PI
394
PFG Investments
New York
$863K +$64.1K +636 +8%
RWP
395
RWA Wealth Partners
Massachusetts
$855K +$261K +2,588 +44%
NS
396
NBC Securities
Alabama
$825K -$38.6K -383 -4%
ATC
397
Argent Trust Co
Tennessee
$823K +$229K +2,274 +39%
FPCP
398
Fort Point Capital Partners
California
$820K +$530K +5,263 +183%
AWA
399
Arkadios Wealth Advisors
Georgia
$820K +$584K +5,794 +247%
BSW
400
Buckingham Strategic Wealth
Missouri
$818K -$230K -2,281 -22%
14 15
16
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