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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

684 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.89%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.36%
New
103
Increased
289
Reduced
238
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$191M
2
Cerity Partners
2
Cerity Partners
New York
$118M
3
Morgan Stanley
3
Morgan Stanley
New York
$503M
4
UBS AM
4
UBS AM
Illinois
$50.4M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$50.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$93.3M
3
SW
3
Simplicity Wealth
New Jersey
$850K
4
Bank of America
4
Bank of America
North Carolina
$342M
5
Ameriprise
5
Ameriprise
Minnesota
$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
676
Hoey Investments
Pennsylvania
$4.43K – – –
PIS
677
POM Investment Strategies
North Carolina
$3.22K +$3.22K +32 New
CWP
678
Concord Wealth Partners
Virginia
$2.52K – – –
Toronto Dominion Bank
679
Toronto Dominion Bank
Ontario, Canada
$2.42K +$2.42K +24 New
CFD
680
Creative Financial Designs
Indiana
$2.12K +$2.12K +21 New
CT
681
Clearstead Trust
Maine
$1.31K -$1.31K -13 -50%
JFGIW
682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504 +$504 +5 New
SFA
683
Semmax Financial Advisors
North Carolina
$487 – – –
Franklin Resources
684
Franklin Resources
California
$402 -$47.4K -472 -99%
OSAM
685
O'Shaughnessy Asset Management
Connecticut
$100 +$100 +1 New
RCM
686
Raleigh Capital Management
North Carolina
$87 – – –
SW
687
SVB Wealth
Massachusetts
– -$25.5M -252,789 Closed
IAIM
688
International Assets Investment Management
Florida
– -$8.45M -83,947 Closed
MWC
689
MBM Wealth Consultants
Missouri
– -$6.24M -62,116 Closed
KCM
690
KM Capital Management
Texas
– -$4.31M -42,800 Closed
Vontobel Holding
691
Vontobel Holding
Switzerland
– -$3.66M -36,293 Closed
YIA
692
YHB Investment Advisors
Connecticut
– -$3.65M -36,194 Closed
Principal Financial Group
693
Principal Financial Group
Iowa
– -$2.87M -28,505 Closed
DWM
694
Drive Wealth Management
Utah
– -$2.2M -21,872 Closed
AWA
695
Authentikos Wealth Advisory
California
– -$4.08M -21,373 Closed
AFP
696
Alpha Financial Partners
Kentucky
– -$1.91M -18,925 Closed
RPGK
697
Retirement Planning Group (Kansas)
Kansas
– -$1.41M -13,976 Closed
CAP
698
Columbia Advisory Partners
Washington
– -$1.21M -12,008 Closed
C
699
Certuity
Florida
– -$1.1M -10,906 Closed
MAWAG
700
Mid-American Wealth Advisory Group
Missouri
– -$1.02M -10,126 Closed
26 27
28
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