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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

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.

Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.9%
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
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$191M
2
Cerity Partners
2
Cerity Partners
New York
$118M
3
Morgan Stanley
3
Morgan Stanley
New York
$503M
4
UBS AM
4
UBS AM
Illinois
$50.4M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$50.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$93.3M
3
SW
3
Simplicity Wealth
New Jersey
$850K
4
Bank of America
4
Bank of America
North Carolina
$342M
5
Ameriprise
5
Ameriprise
Minnesota
$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$86.3M +$15M +148,446 +21%
Osaic Holdings
27
Osaic Holdings
Arizona
$85.8M +$9.79M +97,179 +13%
Renaissance Technologies
28
Renaissance Technologies
New York
$83.6M +$5.3M +52,600 +7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$83.2M +$4.77M +47,402 +6%
LJCM
30
Lee Johnson Capital Management
Texas
$79.7M -$4.14M -41,128 -5%
BTI
31
Blue Trust Inc
Georgia
$73.9M +$25.7M +255,060 +53%
ACM
32
AlphaStar Capital Management
North Carolina
$72.8M +$26.5M +364,218 +57%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$72.5M +$15.4M +153,113 +27%
RCA
34
Resonant Capital Advisors
Wisconsin
$70.9M +$2.5M +24,842 +4%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$70.8M +$10.3M +101,790 +17%
Millennium Management
36
Millennium Management
New York
$69.1M +$21.2M +210,539 +44%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$68.8M +$18.8M +186,192 +37%
CI
38
CX Institutional
Indiana
$60.5M +$38.9M +386,713 +181%
WFA
39
Wellspring Financial Advisors
Ohio
$59.8M +$43.9M +435,578 +275%
AWM
40
Axxcess Wealth Management
California
$59.5M +$2.71M +26,943 +5%
PCM
41
Punch Card Management
Florida
$58.5M – – –
BFG
42
Bleakley Financial Group
New Jersey
$57.3M +$4.7M +46,668 +9%
Stifel Financial
43
Stifel Financial
Missouri
$55.9M +$2.32M +22,989 +4%
AWM
44
AE Wealth Management
Kansas
$55.6M +$4.61M +45,764 +9%
SWA
45
Stratos Wealth Advisors
Ohio
$53.5M -$6.41M -63,608 -11%
UBS AM
46
UBS AM
Illinois
$50.4M +$50.4M +500,000 New
PFMU
47
Privium Fund Management (UK)
United Kingdom
$50.2M +$50.2M +500,000 New
EWA
48
Exencial Wealth Advisors
Oklahoma
$49.7M -$3.96M -39,334 -7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$47.2M -$16.8M -166,514 -26%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$42.4M +$7.06M +70,141 +20%
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