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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 %
CA
551
Crane Advisory
California
$232K +$232K +2,314 New
BOSSRA
552
B.O.S.S. Retirement Advisors
Utah
$226K +$226K +2,246 New
SBIA
553
Sheaff Brock Investment Advisors
Indiana
$224K +$1.31K +13 +0.6%
SWA
554
Sightline Wealth Advisors
Connecticut
$223K +$223K +2,215 New
DWM
555
Diversify Wealth Management
Utah
$222K +$222K +2,215 New
SWM
556
Spire Wealth Management
Virginia
$221K +$3.12K +31 +1%
PTC
557
Private Trust Company
Ohio
$221K -$144K -1,425 -39%
SHFP
558
Second Half Financial Partners
Florida
$220K +$220K +2,183 New
EFG
559
Ehrlich Financial Group
California
$219K -$3.02K -30 -1%
SMH
560
Sanders Morris Harris
Texas
$214K +$214K +2,129 New
SWA
561
Strata Wealth Advisors
Texas
$214K +$214K +2,121 New
ZIC
562
ZWJ Investment Counsel
Georgia
$211K +$211K +2,099 New
APP
563
Avantax Planning Partners
Iowa
$211K -$5.04K -50 -2%
BDWCC
564
B&D White Capital Company
Texas
$210K – – –
FCI
565
Financial Counselors Inc
Kansas
$209K – – –
W
566
WealthCollab
Washington
$208K +$2.72K +27 +1%
BDFN
567
Bond & Devick Financial Network
Minnesota
$207K – – –
KC
568
Kingfisher Capital
North Carolina
$207K -$378K -3,750 -65%
TCM
569
Traynor Capital Management
Pennsylvania
$204K +$204K +2,030 New
RB
570
Renasant Bank
Mississippi
$201K -$33.7K -335 -14%
PPC
571
Park Place Capital
Alabama
$201K – – –
WJWM
572
Williams Jones Wealth Management
New York
$201K +$201K +2,000 New
AIA
573
Armor Investment Advisors
North Carolina
$201K – – –
OLVIG
574
Oliver Lagore Vanvalin Investment Group
Michigan
$195K -$1.44M -14,275 -88%
CB
575
Community Bank
New York
$192K -$17.2K -171 -8%
21 22
23
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