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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.

New
Increased
Maintained
Reduced
Closed
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 %
SA
76
Sanctuary Advisors
Indiana
$25.8M +$25.8M +256,502 New
VA
77
Vident Advisory
Georgia
$25.8M +$25.6M +253,703 +11,196%
EWM
78
Evermay Wealth Management
Virginia
$25.6M -$9.32M -92,582 -27%
OCG
79
Opus Capital Group
Ohio
$25.5M +$5.72M +56,757 +29%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$25.5M +$2.19M +21,725 +9%
SW
81
SVB Wealth
Massachusetts
$25.5M -$8.02M -79,635 -24%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$24.3M +$2.07M +20,567 +9%
AF
83
Allworth Financial
California
$22.9M -$2.15M -21,391 -9%
SFSG
84
Sound Financial Strategies Group
Mississippi
$22.8M -$15.8M -156,500 -41%
BAAM
85
Baker Avenue Asset Management
California
$22.8M -$36.9K -366 -0.2%
FSC
86
Full Sail Capital
Oklahoma
$22.4M +$2.66M +26,436 +13%
FA
87
Fermata Advisors
California
$22.1M +$21.8M +216,703 +6,717%
SC
88
Slow Capital
California
$22.1M +$15.4M +153,395 +234%
ACP
89
Aveo Capital Partners
Colorado
$21.9M -$19.2M -190,514 -47%
ODIJL
90
One Day In July LLC
Vermont
$21.9M +$8.3M +82,404 +61%
AWS
91
Atria Wealth Solutions
New York
$21.6M -$558K -5,544 -3%
CI
92
CX Institutional
Indiana
$21.6M -$8.17M -81,077 -27%
RA
93
RFG Advisory
Alabama
$21.5M -$513K -5,095 -2%
AIP
94
Almanack Investment Partners
Pennsylvania
$21.3M -$8.86M -87,997 -29%
KWM
95
Kingsview Wealth Management
Oregon
$21M +$607K +6,023 +3%
SI
96
Stephens Inc
Arkansas
$20.7M +$4.47M +44,429 +28%
OFW
97
Omnia Family Wealth
Florida
$20.3M +$350K +3,477 +2%
CF
98
Centaurus Financial
California
$19.9M +$1.67M +16,552 +9%
RCS
99
Retirement Capital Strategies
California
$19.8M +$19.6M +194,864 +9,714%
TF
100
Trek Financial
Arizona
$19.7M +$11.6M +115,248 +144%
2 3
4
5 6