SGOV icon

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.

Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.9%
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 %
EFA
51
Efficient Frontier Advisors
Connecticut
$41.8M +$3.25M +32,223 +8%
SA
52
Sanctuary Advisors
Indiana
$41.4M +$15.6M +154,885 +60%
VWM
53
Vigilare Wealth Management
Arizona
$39M +$26.7M +264,715 +216%
Corient Private Wealth
54
Corient Private Wealth
Florida
$38.8M +$282K +2,796 +0.7%
SAM
55
Synergy Asset Management
Washington
$37.9M -$90.4K -898 -0.2%
SFA
56
Sequoia Financial Advisors
Ohio
$37.5M +$3.96M +39,315 +12%
FWSM
57
First Wilshire Securities Management
California
$37.1M +$8.59M +85,278 +30%
Creative Planning
58
Creative Planning
Kansas
$36.8M -$2.29M -22,742 -6%
FWM
59
Focused Wealth Management
New York
$36.7M -$2.16M -21,433 -6%
SCM
60
Sollinda Capital Management
Florida
$36.6M +$10.6M +105,737 +41%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$35.9M +$1.14M +11,311 +3%
HighTower Advisors
62
HighTower Advisors
Illinois
$35.8M -$3.43M -34,100 -9%
VIA
63
Vickerman Investment Advisors
Washington
$35.1M +$7.08M +70,295 +25%
WA
64
Waverly Advisors
Alabama
$34.8M +$3.92M +38,937 +13%
EPM
65
Elm Partners Management
Pennsylvania
$34.8M -$23.5M -233,613 -40%
Mariner
66
Mariner
Kansas
$34.4M +$6.14M +60,935 +22%
ACM
67
Advisors Capital Management
New Jersey
$32.4M +$919K +9,120 +3%
ODIJL
68
One Day In July LLC
Vermont
$31.1M +$9.19M +91,275 +42%
TIM
69
Tortoise Investment Management
New York
$30.7M -$1.44M -14,286 -4%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$29.8M -$1.94M -19,246 -6%
OCG
71
Opus Capital Group
Ohio
$28.7M +$3.23M +32,038 +13%
TAM
72
Titleist Asset Management
Texas
$28.3M +$1.16M +11,517 +4%
AIP
73
Almanack Investment Partners
Pennsylvania
$28.1M +$6.78M +67,283 +32%
TIA
74
Traphagen Investment Advisors
New Jersey
$28M -$1.55M -15,409 -5%
UCFA
75
United Capital Financial Advisors
Texas
$27.6M +$595K +5,910 +2%
1 2
3
4 5