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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 %
3C
101
325 Capital
New York
$19.6M -$9.01M -89,500 -31%
CIA
102
Concurrent Investment Advisors
Florida
$19.4M +$2.19M +21,727 +13%
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$19.4M +$7.42M +73,715 +62%
Truist Financial
104
Truist Financial
North Carolina
$18.5M +$6.67M +66,273 +56%
IA
105
IFS Advisors
Kansas
$18.4M +$2.66M +26,387 +17%
SWM
106
Selective Wealth Management
Virginia
$18.4M +$1.73M +17,244 +10%
KAS
107
Kestra Advisory Services
Texas
$18.3M +$121K +1,205 +0.7%
PWM
108
Perigon Wealth Management
California
$18.2M +$6.87M +68,191 +61%
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M +$1.01M +10,049 +6%
AI
110
Atria Investments
North Carolina
$18M -$4.92M -48,838 -21%
PAG
111
Private Advisor Group
New Jersey
$17.6M +$6.74M +66,934 +62%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$17.3M +$825K +8,189 +5%
Jane Street
113
Jane Street
New York
$17M -$16.7M -166,104 -50%
ST
114
Spinnaker Trust
Maine
$16.8M +$125K +1,240 +0.7%
CGA
115
Crescent Grove Advisors
Illinois
$16.6M +$1.12M +11,150 +7%
AAS
116
Avantax Advisory Services
Texas
$16.5M +$1.53M +15,152 +10%
MML Investors Services
117
MML Investors Services
Massachusetts
$16.1M +$4.03M +40,052 +33%
SSWM
118
Strait & Sound Wealth Management
California
$16.1M -$755K -7,498 -4%
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
$16.1M +$16.1M +159,974 New
OCM
120
Orion Capital Management
California
$16M +$1.99M +19,781 +14%
SI
121
Stonekeep Investments
New Mexico
$16M +$16M +158,412 New
WFA
122
Wellspring Financial Advisors
Ohio
$15.9M +$808K +8,027 +5%
BCM
123
Brookstone Capital Management
Illinois
$15.6M -$1.74M -17,333 -10%
VF
124
VitalStone Financial
Texas
$15.5M -$829K -8,234 -5%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$15.2M -$18.2M -181,001 -55%
3 4
5
6 7