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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.53%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$180M
2
LJCM
2
Lee Johnson Capital Management
Texas
$95.9M
3
SW
3
Simplicity Wealth
New Jersey
$63.2M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$55.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$393M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$55.3M
3
AWM
3
AE Wealth Management
Kansas
$45.2M
4
Ameriprise
4
Ameriprise
Minnesota
$95M
5
Bank of America
5
Bank of America
North Carolina
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
26
Resonant Capital Advisors
Wisconsin
$64.3M 638,851 +53,119 +9%
SW
27
Simplicity Wealth
New Jersey
$63.2M 627,572 +627,572 New
Wells Fargo
28
Wells Fargo
California
$62.5M 620,711 +152,595 +33%
BFG
29
Bleakley Financial Group
New Jersey
$62.5M 620,391 +57,302 +10%
ACM
30
AlphaStar Capital Management
North Carolina
$60.5M 600,421 +32,230 +6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$57.7M 572,874 +67,611 +13%
Cerity Partners
32
Cerity Partners
New York
$56.9M 564,501 -364,511 -39%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$55.5M 551,277 +507,160 +1,150%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$55.3M 548,780 -888,805 -62%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$54.6M 542,094 +23,011 +4%
Stifel Financial
36
Stifel Financial
Missouri
$54.2M 538,026 +67,936 +14%
Prudential Financial
37
Prudential Financial
New Jersey
$52M 516,043 +152,791 +42%
MSWM
38
Mader & Shannon Wealth Management
Missouri
$51.8M 514,631 +76,657 +18%
BTI
39
Blue Trust Inc
Georgia
$48.3M 479,349 +380,504 +385%
CPG
40
Custom Portfolio Group
Colorado
$47.5M 514,695 -71,131 -12%
AC
41
AWM Capital
Arizona
$47.3M 470,039 +10,356 +2%
AWM
42
AE Wealth Management
Kansas
$45.2M 448,553 -816,922 -65%
HI
43
Harper Investing
California
$44.4M 440,930 -390,505 -47%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$43.3M 429,714 +46,044 +12%
SFA
45
Sequoia Financial Advisors
Ohio
$41.9M 416,017 +69,767 +20%
Millennium Management
46
Millennium Management
New York
$41.7M 414,172 +88,703 +27%
ACP
47
Aveo Capital Partners
Colorado
$40.9M 407,987 +133,363 +49%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$39.1M 387,912 -8,880 -2%
SFSG
49
Sound Financial Strategies Group
Mississippi
$38.6M 382,831 -9,998 -3%
VWM
50
Vigilare Wealth Management
Arizona
$38.2M 379,721 +57,965 +18%
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