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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.

New
Increased
Maintained
Reduced
Closed
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 %
AFG
151
Altiora Financial Group
Ohio
$11.7M -$2.88M -28,587 -20%
SAF
152
Smith Anglin Financial
Texas
$11.6M +$11.2M +111,594 +2,995%
CA
153
Clearstead Advisors
Ohio
$11.4M -$1.57M -15,620 -12%
TW
154
Trajan Wealth
Arizona
$11.3M +$1.64M +16,320 +17%
HCA
155
Heck Capital Advisors
Wisconsin
$11.3M -$730K -7,252 -6%
GWM
156
Greenwich Wealth Management
Connecticut
$11.2M +$2.82M +27,988 +34%
HH
157
Hilltop Holdings
Texas
$11.1M +$7.07M +70,149 +175%
CAMG
158
CWA Asset Management Group
Florida
$10.9M +$10.9M +107,791 New
BWS
159
Buck Wealth Strategies
Colorado
$10.4M -$1.67M -16,594 -14%
CC
160
Cypress Capital
Tennessee
$10.3M +$198K +1,966 +2%
OAM
161
Oppenheimer Asset Management
New York
$10.3M -$1.12M -11,145 -10%
SBH
162
Segall Bryant & Hamill
Illinois
$10.3M +$10.3M +102,279 New
MOS
163
MGO One Seven
Ohio
$10.3M -$3.06M -30,357 -23%
OPS
164
Orion Portfolio Solutions
Nebraska
$10.2M +$3.17M +31,484 +45%
BCI
165
Brinker Capital Investments
Pennsylvania
$10.2M +$3.17M +31,484 +45%
CRWM
166
Castle Rock Wealth Management
California
$10M +$3.22M +32,100 +47%
FHA
167
Flagship Harbor Advisors
Massachusetts
$9.98M +$9.98M +99,107 New
HFA
168
Highland Financial Advisors
New Jersey
$9.95M +$575K +5,711 +6%
RCM
169
RMR Capital Management
California
$9.82M -$695K -6,903 -7%
US Bancorp
170
US Bancorp
Minnesota
$9.64M -$646K -6,414 -6%
FGA
171
Fortis Group Advisors
New Jersey
$9.56M -$84.5K -839 -0.9%
BEAM
172
Baker Ellis Asset Management
Washington
$9.56M +$573K +5,688 +6%
AC
173
Anson Capital
Georgia
$9.4M +$2.25M +22,314 +31%
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$9.39M -$16.1M -159,603 -63%
MWM
175
Mascoma Wealth Management
New Hampshire
$9.27M -$3.11M -30,927 -25%
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7
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