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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 %
CAMG
126
CWA Asset Management Group
Florida
$14.3M 141,659 -46,338 -25%
TM
127
Titan Managers
Arizona
$14.2M 140,644 -2,247 -2%
OCM
128
Orion Capital Management
California
$14M 139,160 +66,341 +91%
SIAM
129
Sterling Investment Advisors (Missouri)
Missouri
$13.9M 137,558 +10,268 +8%
ODIJL
130
One Day In July LLC
Vermont
$13.6M 135,045 +81,202 +151%
WIC
131
Woodmont Investment Counsel
Tennessee
$13.4M 133,127 +25,241 +23%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$13.3M 131,641 +1,170 +0.9%
SCM
133
Sollinda Capital Management
Florida
$13M 128,899 +114,849 +817%
DWMS
134
Dominguez Wealth Management Solutions
Virginia
$12.9M 128,153 -881 -0.7%
GAA
135
Global Assets Advisory
Florida
$12.9M 1,291,010 +1,278,504 +10,223%
CA
136
Clearstead Advisors
Ohio
$12.6M 125,379 -49,895 -28%
HFA
137
Highland Financial Advisors
New Jersey
$12.4M 123,108 +57,272 +87%
PIN
138
Prudent Investors Network
California
$12.3M 122,520 +122,520 New
MML Investors Services
139
MML Investors Services
Massachusetts
$12.1M 120,255 -9,871 -8%
KBFS
140
Kohmann Bosshard Financial Services
Ohio
$12M 118,958 +70,969 +148%
Truist Financial
141
Truist Financial
North Carolina
$11.9M 117,848 -63,301 -35%
CC
142
Cypress Capital
Tennessee
$11.6M 115,500 -1,435 -1%
PWM
143
Perigon Wealth Management
California
$11.3M 112,464 -8,166 -7%
SCI
144
Stableford Capital II
Arizona
$11.3M 112,407 -2,211 -2%
HCA
145
Heck Capital Advisors
Wisconsin
$11.2M 111,099 +3,104 +3%
AFG
146
Altiora Financial Group
Ohio
$11.2M 111,068 +51,910 +88%
CP
147
Clayton Partners
California
$10.9M 108,566 +177 +0.2%
CW
148
Connectus Wealth
Ohio
$10.8M 107,610 -166,772 -61%
PAG
149
Private Advisor Group
New Jersey
$10.8M 107,405 -1,608 -1%
EB
150
Emprise Bank
Kansas
$10.8M 106,753 +106,753 New
4 5
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