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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 %
CAL
626
Capital Analysts LLC
Pennsylvania
$7K – – –
DMIC
627
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.35K +$6.35K +63 New
JFA
628
JNBA Financial Advisors
Minnesota
$5.94K +$5.94K +59 New
GIM
629
Gold Investment Management
Alberta, Canada
$5.44K – – –
FRA
630
Front Row Advisors
California
$5.44K – – –
AF
631
Advisornet Financial
Minnesota
$5.14K +$403 +4 +9%
HI
632
Hoey Investments
Pennsylvania
$4.43K +$4.43K +44 New
TWP
633
Triad Wealth Partners
Kansas
$3.83K +$3.83K +38 New
HIA
634
Harbor Investment Advisory
Maryland
$3.73K -$101 -1 -3%
CT
635
Clearstead Trust
Maine
$2.62K – – –
CWP
636
Concord Wealth Partners
Virginia
$2.52K – – –
CP
637
Camelot Portfolios
Ohio
$2.46K +$2.46K +24 New
UIA
638
Ulland Investment Advisors
Minnesota
$1K -$9K -90 -90%
ANBT
639
American National Bank & Trust
Texas
$806 +$806 +8 New
LIA
640
Lynx Investment Advisory
District of Columbia
$504 +$504 +5 New
SFA
641
Semmax Financial Advisors
North Carolina
$481 -$5.29K -55 -92%
BHWM
642
Beaird Harris Wealth Management
Texas
$403 +$403 +4 New
RCM
643
Raleigh Capital Management
North Carolina
$93 -$99.3K -1,068 -100%
GAA
644
Global Assets Advisory
Florida
– -$12.9M -1,291,010 Closed
LAS
645
LWM Advisory Services
Florida
– -$8.28M -322,902 Closed
LAS
646
Lloyd Advisory Services
Georgia
– -$27.7M -283,884 Closed
HWM
647
Horizon Wealth Management
Illinois
– -$26.4M -262,631 Closed
RVPG
648
Relative Value Partners Group
– -$6.23M -61,883 Closed
AWM
649
Accurate Wealth Management
Florida
– -$6.21M -61,748 Closed
AIM
650
Astor Investment Management
Illinois
– -$6.19M -61,450 Closed
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