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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 %
Nuveen Asset Management
601
Nuveen Asset Management
Illinois
– – -31,860 Closed
EWM
602
Evercore Wealth Management
New York
– – -25,249 Closed
IMA
603
Investment Management Associates
Colorado
– – -23,795 Closed
SIG
604
Spinnaker Investment Group
California
– – -22,496 Closed
CWM
605
Cherrydale Wealth Management
New Jersey
– – -20,197 Closed
EFS
606
Econ Financial Services
Pennsylvania
– – -17,320 Closed
APW
607
Atlantic Private Wealth
North Carolina
– – -15,892 Closed
LCWP
608
Legacy Capital Wealth Partners
Arkansas
– – -15,694 Closed
WA
609
WESPAC Advisors
California
– – -14,461 Closed
BOSSRA
610
B.O.S.S. Retirement Advisors
Utah
– – -14,427 Closed
MSAM
611
Moloney Securities Asset Management
Missouri
– – -11,836 Closed
GLR
612
Great Lakes Retirement
Ohio
– – -10,345 Closed
AF
613
Apexium Financial
Texas
– – -9,956 Closed
AC
614
AlphaCore Capital
California
– – -9,855 Closed
MAM
615
Meeder Asset Management
Ohio
– – -9,839 Closed
OA
616
Oxbow Advisors
Texas
– – -9,620 Closed
SWA
617
Strata Wealth Advisors
Texas
– – -8,533 Closed
KFG
618
Kingdom Financial Group
Arizona
– – -7,194 Closed
Fiera Capital (Canada)
619
Fiera Capital (Canada)
Quebec, Canada
– – -6,585 Closed
Bessemer Group
620
Bessemer Group
New Jersey
– – -6,168 Closed
DIA
621
Dana Investment Advisors
Wisconsin
– – -5,633 Closed
SWA
622
SFMG Wealth Advisors
Texas
– – -5,446 Closed
LA
623
Latitude Advisors
Florida
– – -5,288 Closed
GIM
624
Guild Investment Management
California
– – -5,030 Closed
MWM
625
Meridian Wealth Management
Kentucky
– – -4,961 Closed
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25
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