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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
$169M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
PCM
Punch Card Management
Florida
$58.5M
5
EWA
Exencial Wealth Advisors
Oklahoma
$53.6M

Top Sellers

1
HI
Harper Investing
California
$3.66M
2
Wells Fargo
Wells Fargo
California
$27.4M
3
EPM
Elm Partners Management
Pennsylvania
$58.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.01M
5
LAS
Lloyd Advisory Services
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
476
Friedenthal Financial
New Jersey
$451K -$104K -1,034 -19%
BSSFA
477
Baron Silver Stevens Financial Advisors
Florida
$448K +$448K +4,453 New
MFT
478
Moisand Fitzgerald Tamayo
Florida
$437K +$194K +1,924 +80%
SFWA
479
Summit Financial Wealth Advisors
Louisiana
$431K – – –
1WM
480
1900 Wealth Management
Texas
$427K +$427K +4,238 New
NWWA
481
New Wave Wealth Advisors
Arkansas
$424K +$424K +4,214 New
SS
482
Sunbelt Securities
Texas
$419K +$226K +2,240 +117%
TC
483
Trilogy Capital
California
$417K -$461K -4,573 -53%
LL
484
LWMG LLC
Minnesota
$413K -$6.95K -69 -2%
OWM
485
Opes Wealth Management
California
$413K – – –
ZA
486
Zazove Associates
Nevada
$413K +$413K +4,100 New
WIM
487
Wittenberg Investment Management
Massachusetts
$403K +$101K +1,000 +33%
MWM
488
Mosley Wealth Management
California
$403K +$403K +4,000 New
CA
489
Continuum Advisory
Idaho
$401K +$302 +3 +0.1%
AWM
490
Apollon Wealth Management
South Carolina
$392K +$392K +3,891 New
DPI
491
Diversified Portfolios Inc
Michigan
$385K +$385K +3,822 New
PFS
492
Prospera Financial Services
Texas
$384K -$52.5K -521 -12%
SFPG
493
Stonebridge Financial Planning Group
Florida
$383K -$60.4K -600 -14%
AWS
494
Arkfeld Wealth Strategies
Nebraska
$382K +$4.92K +49 +1%
WCG
495
Weaver Consulting Group
California
$381K – – –
EW
496
Evoke Wealth
California
$379K -$78.1K -775 -17%
IA
497
IFP Advisors
Florida
$376K +$255K +2,531 +211%
SAF
498
Smith Anglin Financial
Texas
$375K +$375K +3,726 New
OCM
499
One Capital Management
California
$372K +$2.01K +20 +0.5%
JWM
500
Jessup Wealth Management
Ohio
$367K +$367K +3,645 New
18 19
20
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