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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 %
OAS
451
Optivise Advisory Services
Tennessee
$555K +$555K +5,511 New
ERIC
452
Eagle Rock Investment Company
Georgia
$554K – – –
GG
453
Greenwood Gearhart
Arkansas
$550K – – –
DC
454
Davenport & Co
Virginia
$549K -$57.6K -572 -9%
GSEP
455
Golden State Equity Partners
California
$525K +$525K +5,212 New
WC
456
Waterloo Capital
Texas
$522K -$837K -8,308 -62%
TCFP
457
Treasure Coast Financial Planning
Florida
$517K – – –
IAN
458
Integrated Advisors Network
Texas
$514K -$122K -1,214 -19%
VCM
459
Vision Capital Management
Oregon
$511K +$13.4K +133 +3%
PG
460
Prostatis Group
Maryland
$508K +$508K +5,045 New
BIG
461
Boothe Investment Group
Delaware
$502K – – –
RC
462
Roundview Capital
New Jersey
$500K +$500K +4,965 New
MA
463
Mutual Advisors
Nebraska
$499K +$229K +2,273 +85%
CAWM
464
Capital Advisors Wealth Management
Washington
$490K +$490K +4,865 New
GIM
465
Guild Investment Management
California
$488K +$488K +4,850 New
CCM
466
Chilton Capital Management
Texas
$485K -$172K -1,705 -26%
NCM
467
New Capital Management
Texas
$480K -$40.1K -398 -8%
SB
468
Strategic Blueprint
Georgia
$466K +$138K +1,370 +42%
CW
469
CreativeOne Wealth
Kansas
$464K +$31.7K +315 +7%
SJL
470
Shayne & Jacobs LLC
Tennessee
$463K +$463K +4,600 New
WFAG
471
Wescott Financial Advisory Group
Pennsylvania
$459K +$156K +1,547 +51%
MWA
472
MN Wealth Advisors
Kansas
$457K -$54.1K -537 -11%
CPCM
473
Cardinal Point Capital Management
Ontario, Canada
$457K +$457K +4,540 New
DF
474
DecisionPoint Financial
Arizona
$456K +$319K +3,170 +233%
Baird Financial Group
475
Baird Financial Group
Wisconsin
$454K -$663K -6,582 -59%
17 18
19
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