We are live on ! Find out more
SGOV icon

iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% 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
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$39.1M +$4.44M +44,196 +13%
FWM
52
Focused Wealth Management
New York
$38.9M +$8.02M +79,797 +26%
Corient Private Wealth
53
Corient Private Wealth
Florida
$38.5M +$5.83M +58,028 +18%
EFA
54
Efficient Frontier Advisors
Connecticut
$38.5M +$8.13M +80,851 +27%
SAM
55
Synergy Asset Management
Washington
$38M +$141K +1,404 +0.4%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$35.3M -$19.9M -198,366 -36%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$34.8M +$1.82M +18,129 +6%
SFA
58
Sequoia Financial Advisors
Ohio
$33.5M -$8.36M -83,182 -20%
MSWM
59
Mader & Shannon Wealth Management
Missouri
$32.3M -$19.5M -193,683 -38%
PC
60
Pecaut & Co
Iowa
$32.1M +$22.8K +227 +0.1%
TIM
61
Tortoise Investment Management
New York
$32.1M +$2.99M +29,780 +10%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$31.7M +$746K +7,422 +2%
ACM
63
Advisors Capital Management
New Jersey
$31.4M +$7.37M +73,301 +31%
WA
64
Waverly Advisors
Alabama
$30.9M +$12.7M +126,143 +70%
TIA
65
Traphagen Investment Advisors
New Jersey
$29.6M -$1.32M -13,118 -4%
FWSM
66
First Wilshire Securities Management
California
$28.6M +$3.13M +31,133 +12%
Mariner
67
Mariner
Kansas
$28.2M +$1.84M +18,349 +7%
VIA
68
Vickerman Investment Advisors
Washington
$28.1M +$9.35M +93,044 +50%
Wells Fargo
69
Wells Fargo
California
$27.4M -$35M -348,272 -56%
BCM
70
BML Capital Management
Indiana
$27.2M
TAM
71
Titleist Asset Management
Texas
$27.1M +$19.8M +196,525 +271%
UCFA
72
United Capital Financial Advisors
Texas
$27M -$2.29M -22,733 -8%
WAM
73
Worth Asset Management
Texas
$26.9M +$8.65M +86,059 +48%
CE
74
Cornerstone Enterprises
Wisconsin
$26.3M +$1.63M +16,247 +7%
SCM
75
Sollinda Capital Management
Florida
$26M +$13M +128,844 +100%