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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.53%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$180M
2
LJCM
2
Lee Johnson Capital Management
Texas
$95.9M
3
SW
3
Simplicity Wealth
New Jersey
$63.2M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$55.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$393M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$55.3M
3
AWM
3
AE Wealth Management
Kansas
$45.2M
4
Ameriprise
4
Ameriprise
Minnesota
$95M
5
Bank of America
5
Bank of America
North Carolina
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
3C
76
325 Capital
New York
$28.6M 284,137 – –
LAS
77
Lloyd Advisory Services
Georgia
$27.7M 283,884 +203,984 +255%
BCM
78
BML Capital Management
Indiana
$27.2M 270,000 – –
HWM
79
Horizon Wealth Management
Illinois
$26.4M 262,631 +262,631 New
Mariner
80
Mariner
Kansas
$26.4M 262,158 +12,260 +5%
MKA
81
M. Kulyk & Associates
Georgia
$26M 257,783 +171,458 +199%
FWSM
82
First Wilshire Securities Management
California
$25.4M 252,394 +214,368 +564%
AF
83
Allworth Financial
California
$25.1M 249,277 -99,430 -29%
CE
84
Cornerstone Enterprises
Wisconsin
$24.6M 245,283 +50,145 +26%
ACM
85
Advisors Capital Management
New Jersey
$24.1M 238,971 -547,813 -70%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$23.3M 231,110 +196,616 +570%
AI
87
Atria Investments
North Carolina
$22.9M 227,322 -5,784 -2%
BAAM
88
Baker Avenue Asset Management
California
$22.8M 226,478 +9,655 +4%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$22.2M 220,310 -21,214 -9%
AWS
90
Atria Wealth Solutions
New York
$22.1M 219,925 +30,802 +16%
RA
91
RFG Advisory
Alabama
$22M 218,596 +155,391 +246%
KWM
92
Kingsview Wealth Management
Oregon
$20.4M 202,750 -16,763 -8%
OFW
93
Omnia Family Wealth
Florida
$19.9M 197,846 -48,525 -20%
FSC
94
Full Sail Capital
Oklahoma
$19.8M 196,263 +40,585 +26%
OCG
95
Opus Capital Group
Ohio
$19.8M 196,204 +167,562 +585%
VIA
96
Vickerman Investment Advisors
Washington
$18.7M 185,609 -9,559 -5%
CF
97
Centaurus Financial
California
$18.2M 181,059 +3,305 +2%
KAS
98
Kestra Advisory Services
Texas
$18.2M 180,642 +4,255 +2%
WAM
99
Worth Asset Management
Texas
$18.2M 180,551 +34,562 +24%
WA
100
Waverly Advisors
Alabama
$18.2M 180,323 +29,650 +20%
2 3
4
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