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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 %
BWS
151
Buck Wealth Strategies
Colorado
$12M -$17.1M -169,645 -59%
HCA
152
Heck Capital Advisors
Wisconsin
$12M +$833K +8,274 +7%
CM
153
Cercano Management
Washington
$11.9M -$4.37M -43,421 -27%
OAM
154
Oppenheimer Asset Management
New York
$11.4M -$5.15M -51,169 -31%
BA
155
Bridge Advisory
California
$10.7M +$10.7M +106,148 New
SCI
156
Stableford Capital II
Arizona
$10.6M -$705K -7,014 -6%
RCM
157
RMR Capital Management
California
$10.5M +$8.7M +86,399 +479%
EB
158
Emprise Bank
Kansas
$10.5M -$267K -2,647 -2%
CRC
159
Curi RMB Capital
Illinois
$10.5M +$1.49M +14,779 +17%
US Bancorp
160
US Bancorp
Minnesota
$10.3M +$829K +8,235 +9%
ODA
161
One Degree Advisors
California
$10.2M +$1.31M +13,016 +15%
CC
162
Cypress Capital
Tennessee
$10.1M -$1.52M -15,057 -13%
CP
163
Clayton Partners
California
$9.82M -$1.11M -11,020 -10%
TW
164
Trajan Wealth
Arizona
$9.68M -$27.7K -275 -0.3%
FGA
165
Fortis Group Advisors
New Jersey
$9.65M -$434K -4,310 -4%
HFA
166
Highland Financial Advisors
New Jersey
$9.37M -$3.03M -30,077 -24%
AIA
167
Acute Investment Advisory
Arizona
$9.13M +$9.13M +90,664 New
PWMG
168
Pinnacle Wealth Management Group
Michigan
$9.13M +$2.47M +24,515 +37%
BEAM
169
Baker Ellis Asset Management
Washington
$8.98M +$303K +3,008 +3%
SFS
170
Sowell Financial Services
Arkansas
$8.86M +$36.7K +364 +0.4%
CTC
171
Central Trust Company
Missouri
$8.79M +$6.32M +62,720 +255%
FPW
172
Flagship Private Wealth
Massachusetts
$8.73M +$7.4M +73,521 +557%
BCM
173
Brasada Capital Management
Texas
$8.64M +$4.94M +49,187 +134%
IAIM
174
International Assets Investment Management
Florida
$8.45M +$985K +9,783 +13%
GWM
175
Greenwich Wealth Management
Connecticut
$8.39M -$762K -7,567 -8%
5 6
7
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