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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 %
FCM
626
Fourpath Capital Management
Oklahoma
– – -4,827 Closed
AWA
627
Authentikos Wealth Advisory
California
– – -4,264 Closed
WAM
628
WNY Asset Management
New York
– – -4,095 Closed
CFO
629
Capitol Family Office
Oregon
– – -4,092 Closed
MAS
630
Meeder Advisory Services
Ohio
– – -3,933 Closed
EAMA
631
EFG Asset Management (Americas)
Florida
– – -3,457 Closed
SAM
632
Secure Asset Management
Michigan
– – -3,266 Closed
CFA
633
CWS Financial Advisors
Michigan
– – -3,031 Closed
ULWM
634
Upper Left Wealth Management
Florida
– – -3,016 Closed
EP
635
Eudaimonia Partners
Tennessee
– – -2,968 Closed
PA
636
PFG Advisors
Arizona
– – -2,943 Closed
FIM
637
Freedom Investment Management
Connecticut
– – -2,868 Closed
SWP
638
Summit Wealth Partners
Florida
– – -2,810 Closed
CFO
639
Custos Family Office
Texas
– – -2,742 Closed
APA
640
Astoria Portfolio Advisors
New York
– – -2,616 Closed
TNB
641
Thomasville National Bank
Georgia
– – -2,550 Closed
EDRH
642
Edmond de Rothschild Holding
Switzerland
– – -2,541 Closed
JMFC
643
J.M. Forbes & Co
Massachusetts
– – -2,266 Closed
SWA
644
Sightline Wealth Advisors
Connecticut
– – -2,240 Closed
BWP
645
Balboa Wealth Partners
Arizona
– – -2,234 Closed
GLLW
646
Graves Light Lenhart Wealth
Virginia
– – -2,225 Closed
BWAM
647
Boyd Watterson Asset Management
Ohio
– – -2,219 Closed
HP
648
Holistic Planning
Texas
– – -2,135 Closed
FAG
649
Fortitude Advisory Group
Washington
– – -2,069 Closed
TVAMP
650
Tennessee Valley Asset Management Partners
Tennessee
– – -690 Closed
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