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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 %
VCP
426
Verus Capital Partners
Arizona
$654K +$72.3K +718 +12%
AO
427
Advisor OS
Illinois
$649K +$180K +1,786 +38%
AFWM
428
Abich Financial Wealth Management
Virginia
$649K +$73.9K +734 +13%
Kayne Anderson Rudnick Investment Management
429
Kayne Anderson Rudnick Investment Management
California
$648K +$264K +2,619 +69%
SIM
430
SSI Investment Management
California
$647K -$5.66M -56,181 -90%
BW
431
Bison Wealth
Georgia
$642K – – –
GIA
432
Gladstone Institutional Advisory
Florida
$639K +$165K +1,640 +35%
P
433
&Partners
Tennessee
$637K +$637K +6,325 New
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$634K -$86.1K -855 -12%
RFG
435
RFP Financial Group
Georgia
$621K -$1.9M -18,829 -75%
GVAG
436
Great Valley Advisor Group
Delaware
$619K +$177K +1,753 +40%
LCWP
437
Legacy Capital Wealth Partners
Arkansas
$619K +$619K +6,145 New
SC
438
Savant Capital
Illinois
$618K +$22.3K +221 +4%
Mirae Asset Global Investments
439
Mirae Asset Global Investments
South Korea
$615K -$16.8M -167,159 -96%
APW
440
Austin Private Wealth
Texas
$611K +$611K +6,063 New
EWM
441
Empirical Wealth Management
Washington
$609K +$59.4K +590 +11%
WCWM
442
Wooster Corthell Wealth Management
Connecticut
$608K +$11.7K +116 +2%
UWM
443
USAdvisors Wealth Management
Minnesota
$594K -$43.5K -433 -7%
Nomura Asset Management
444
Nomura Asset Management
Japan
$593K -$1.14M -11,310 -66%
BWL
445
Bogart Wealth LLC
Virginia
$588K +$63.7K +633 +12%
NCFG
446
New Century Financial Group
New Jersey
$584K +$584K +5,798 New
MWM
447
Modera Wealth Management
New Jersey
$583K +$339K +3,371 +139%
BFWM
448
Bright Futures Wealth Management
New York
$580K -$33.1K -330 -5%
FPAS
449
Focus Partners Advisor Solutions
Missouri
$575K +$575K +5,711 New
BAM
450
Belpointe Asset Management
Nevada
$574K -$1.92M -19,036 -77%
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