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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 %
KDA
651
Kraft Davis & Associates
Missouri
– -$4.6M -45,757 Closed
BWFA
652
Baltimore-Washington Financial Advisors
Maryland
– -$3.94M -39,171 Closed
FHB
653
First Hawaiian Bank
Hawaii
– -$2.79M -27,680 Closed
LNC
654
Lincoln National Corp
Pennsylvania
– -$2.69M -26,750 Closed
IAA
655
Independent Advisor Alliance
North Carolina
– -$2.58M -25,569 Closed
CPBTD
656
Central Pacific Bank - Trust Division
Hawaii
– -$2.48M -24,760 Closed
JFL
657
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$1.72M -17,103 Closed
CIAS
658
Capital Investment Advisory Services
North Carolina
– -$1.57M -15,608 Closed
OWA
659
Outlook Wealth Advisors
Texas
– -$1.25M -12,383 Closed
LCGC
660
Legacy Capital Group California
California
– -$1.16M -11,534 Closed
MGW
661
MB Generational Wealth
Washington
– -$53.8K -11,101 Closed
WP
662
WealthPLAN Partners
Nebraska
– -$987K -9,798 Closed
SFM
663
Spartan Fund Management
Canada
– -$937K -9,300 Closed
1WM
664
1858 Wealth Management
Ohio
– -$883K -8,802 Closed
CBFP
665
Cedar Brook Financial Partners
Ohio
– -$880K -8,738 Closed
DADC
666
D.A. Davidson & Co
Montana
– -$747K -7,414 Closed
WI
667
WBI Investments
New Jersey
– -$744K -7,391 Closed
IGWM
668
ICA Group Wealth Management
Colorado
– -$682K -6,769 Closed
SG
669
StoneX Group
New York
– -$669K -6,641 Closed
AWP
670
Abacus Wealth Partners
California
– -$625K -6,204 Closed
PIS
671
POM Investment Strategies
North Carolina
– -$595K -5,904 Closed
ECA
672
Elevated Capital Advisors
Utah
– -$340K -3,372 Closed
LCM
673
Lunt Capital Management
Utah
– -$329K -3,263 Closed
BWM
674
Birchcreek Wealth Management
Ohio
– -$288K -2,863 Closed
PWA
675
Prairie Wealth Advisors
Nebraska
– -$283K -2,815 Closed
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