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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
1
Stuart Chaussee & Associates
California
$137M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$169M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$190M
4
PCM
4
Punch Card Management
Florida
$58.5M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$53.6M

Top Sellers

1
HI
1
Harper Investing
California
$3.66M
2
Wells Fargo
2
Wells Fargo
California
$27.4M
3
EPM
3
Elm Partners Management
Pennsylvania
$58.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
LAS
5
Lloyd Advisory Services
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$73.9M +$37.6M +373,130 +103%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$71.4M +$13.7M +135,807 +24%
RCA
28
Resonant Capital Advisors
Wisconsin
$68.3M +$4M +39,759 +6%
AC
29
AWM Capital
Arizona
$66.6M +$19.3M +191,526 +41%
ACM
30
AlphaStar Capital Management
North Carolina
$64.3M +$3.79M +37,592 +6%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$63.9M +$20.6M +204,952 +48%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$60.5M +$5.9M +58,625 +11%
BL
33
Balentine LLC
Georgia
$59.9M -$11.9M -117,743 -17%
SWA
34
Stratos Wealth Advisors
Ohio
$59.9M +$52.6M +522,654 +729%
PCM
35
Punch Card Management
Florida
$58.5M +$56M +556,000 +2,215%
EPM
36
Elm Partners Management
Pennsylvania
$58.3M -$33.4M -331,790 -36%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$57M +$1.53M +15,147 +3%
AWM
38
Axxcess Wealth Management
California
$56.8M +$19.1M +189,563 +51%
Cerity Partners
39
Cerity Partners
New York
$56.3M -$599K -5,943 -1%
SW
40
Simplicity Wealth
New Jersey
$53.7M -$9.55M -94,783 -15%
EWA
41
Exencial Wealth Advisors
Oklahoma
$53.6M +$53.2M +527,753 +11,129%
Stifel Financial
42
Stifel Financial
Missouri
$53.6M -$608K -6,039 -1%
BFG
43
Bleakley Financial Group
New Jersey
$52.5M -$9.93M -98,613 -16%
AWM
44
AE Wealth Management
Kansas
$51M +$5.78M +57,364 +13%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$50M +$11M +108,899 +28%
CPG
46
Custom Portfolio Group
Colorado
$50M +$2.08M +22,370 +4%
BTI
47
Blue Trust Inc
Georgia
$48.2M -$27.7K -275 -0.1%
Millennium Management
48
Millennium Management
New York
$47.9M +$6.2M +61,601 +15%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$44.2M +$5.95M +59,101 +16%
HighTower Advisors
50
HighTower Advisors
Illinois
$39.2M +$7.57M +75,158 +24%
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