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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.

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
1
Stuart Chaussee & Associates
California
$137M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$169M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$190M
4
PCM
4
Punch Card Management
Florida
$58.5M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$53.6M

Top Sellers

1
HI
1
Harper Investing
California
$3.66M
2
Wells Fargo
2
Wells Fargo
California
$27.4M
3
EPM
3
Elm Partners Management
Pennsylvania
$58.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.01M
5
LAS
5
Lloyd Advisory Services
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$39.1M +$4.45M +44,196 +13%
FWM
52
Focused Wealth Management
New York
$38.9M +$8.04M +79,797 +26%
Corient Private Wealth
53
Corient Private Wealth
Florida
$38.5M +$5.84M +58,028 +18%
EFA
54
Efficient Frontier Advisors
Connecticut
$38.5M +$8.14M +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 -$20M -198,366 -36%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$34.8M +$1.83M +18,129 +6%
SFA
58
Sequoia Financial Advisors
Ohio
$33.5M -$8.38M -83,182 -20%
MSWM
59
Mader & Shannon Wealth Management
Missouri
$32.3M -$19.5M -193,683 -38%
PC
60
Pecaut & Co
Iowa
$32.1M +$22.9K +227 +0.1%
TIM
61
Tortoise Investment Management
New York
$32.1M +$3M +29,780 +10%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$31.7M +$747K +7,422 +2%
ACM
63
Advisors Capital Management
New Jersey
$31.4M +$7.38M +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 +$3.14M +31,133 +12%
Mariner
67
Mariner
Kansas
$28.2M +$1.85M +18,349 +7%
VIA
68
Vickerman Investment Advisors
Washington
$28.1M +$9.37M +93,044 +50%
Wells Fargo
69
Wells Fargo
California
$27.4M -$35.1M -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 +$8.67M +86,059 +48%
CE
74
Cornerstone Enterprises
Wisconsin
$26.3M +$1.64M +16,247 +7%
SCM
75
Sollinda Capital Management
Florida
$26M +$13M +128,844 +100%
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