SGOV icon

iShares 0-3 Month Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
401
HM Payson & Co
Maine
$1.01M +$1.01M +10,000 New
Barclays
402
Barclays
United Kingdom
$1.01M +$1.01M +9,988 New
1WM
403
1900 Wealth Management
Texas
$997K +$570K +5,657 +133%
CIA
404
Choate Investment Advisors
Massachusetts
$977K -$34K -338 -3%
Bank of Montreal
405
Bank of Montreal
Ontario, Canada
$972K -$1.62M -16,112 -63%
FA
406
Fermata Advisors
California
$968K -$21.2M -210,322 -96%
DWS
407
Discipline Wealth Solutions
South Carolina
$954K +$954K +9,472 New
ACM
408
Andina Capital Management
Utah
$954K -$81.5K -809 -8%
CAWM
409
Capital Advisors Wealth Management
Washington
$934K +$444K +4,405 +91%
CA
410
CoreCap Advisors
Michigan
$931K -$11K -109 -1%
KWA
411
Kingswood Wealth Advisors
California
$927K -$725K -7,197 -44%
PA
412
Parallel Advisors
California
$925K +$846K +8,400 +1,078%
CFG
413
Cosner Financial Group
Colorado
$921K -$3.73K -37 -0.4%
VCM
414
Vision Capital Management
Oregon
$912K +$401K +3,984 +79%
AA
415
Advisory Alpha
Michigan
$901K -$43.1K -428 -5%
CLOS
416
Compagnie Lombard Odier SCmA
Switzerland
$896K +$163K +1,622 +22%
EA
417
Emerald Advisors
Washington
$873K +$96.4K +959 +12%
MA
418
Mutual Advisors
Nebraska
$871K +$372K +3,699 +75%
RWP
419
RWA Wealth Partners
Massachusetts
$855K
SW
420
Simplicity Wealth
New Jersey
$850K -$52.8M -524,351 -98%
KFAA
421
Klaas Financial Asset Advisors
Illinois
$850K -$277K -2,748 -25%
SPW
422
Sonoma Private Wealth
California
$825K +$46.6K +463 +6%
SHGA
423
Sand Hill Global Advisors
California
$818K -$1.35M -13,439 -62%
PIA
424
Perennial Investment Advisors
California
$811K +$811K +8,048 New
EWA
425
EverSource Wealth Advisors
Alabama
$809K +$100K +995 +14%