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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 %
BCM
76
BML Capital Management
Indiana
$27.2M – – –
MKA
77
M. Kulyk & Associates
Georgia
$25.9M +$10.9M +108,687 +73%
CE
78
Cornerstone Enterprises
Wisconsin
$25.7M -$598K -5,941 -2%
FSC
79
Full Sail Capital
Oklahoma
$25.7M +$3.28M +32,536 +15%
SI
80
Stephens Inc
Arkansas
$25.2M +$4.52M +44,924 +22%
SWM
81
Selective Wealth Management
Virginia
$25.1M +$6.72M +66,892 +36%
OCM
82
Orion Capital Management
California
$24.8M +$8.77M +87,041 +55%
MSWM
83
Mader & Shannon Wealth Management
Missouri
$24.4M -$7.92M -78,608 -24%
ACP
84
Aveo Capital Partners
Colorado
$24.3M +$2.4M +23,871 +11%
PC
85
Pecaut & Co
Iowa
$23.8M -$8.33M -82,749 -26%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$23.7M +$19.6M +194,838 +478%
Wells Fargo
87
Wells Fargo
California
$22.9M -$4.57M -45,407 -17%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$21.4M +$2M +19,841 +10%
QWM
89
Quaker Wealth Management
New Jersey
$21.3M +$21.3M +211,752 New
AF
90
Allworth Financial
California
$21.3M -$1.65M -16,430 -7%
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$21.2M +$12.1M +183,740 +133%
RA
92
RFG Advisory
Alabama
$20.6M -$930K -9,233 -4%
KWM
93
Kingsview Wealth Management
Oregon
$20.3M -$691K -6,861 -3%
CF
94
Centaurus Financial
California
$20.3M +$368K +3,649 +2%
SC
95
Slow Capital
California
$20.1M -$1.96M -19,496 -9%
AI
96
Atria Investments
North Carolina
$20M +$2.04M +20,276 +11%
SC
97
Scotia Capital
Ontario, Canada
$19.9M +$13.9M +137,830 +232%
IA
98
IFS Advisors
Kansas
$19.9M +$1.41M +13,992 +8%
MA
99
MONECO Advisors
Connecticut
$19.8M +$18.6M +184,465 +1,504%
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.8M +$1.74M +17,276 +10%
2 3
4
5 6