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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
Stuart Chaussee & Associates
California
$137M
2
PCIG
Partners Capital Investment Group
Massachusetts
$169M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
4
PCM
Punch Card Management
Florida
$58.5M
5
EWA
Exencial Wealth Advisors
Oklahoma
$53.6M

Top Sellers

1
HI
Harper Investing
California
$3.66M
2
Wells Fargo
Wells Fargo
California
$27.4M
3
EPM
Elm Partners Management
Pennsylvania
$58.3M
4
Citadel Advisors
Citadel Advisors
Florida
$2.01M
5
LAS
Lloyd Advisory Services
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
176
ORG Partners
Indiana
$8.38M +$8.38M +83,456 New
VWM
177
Vivid Wealth Management
Iowa
$8.33M +$567K +5,627 +7%
FFG
178
Fiduciary Financial Group
California
$8.24M +$8.24M +82,010 New
DJSG
179
D.J. St. Germain
Massachusetts
$8.23M -$2.41M -23,969 -23%
MW
180
Members Wealth
Pennsylvania
$8.23M +$8.23M +81,932 New
CIBC World Market
181
CIBC World Market
Ontario, Canada
$8.22M +$3.33M +33,035 +68%
SFM
182
Signet Financial Management
New Jersey
$8.15M +$677K +6,722 +9%
ACA
183
Ackerman Capital Advisors
Texas
$8.01M -$574K -5,702 -7%
CCFM
184
Clear Creek Financial Management
Washington
$7.74M -$617K -6,131 -7%
LIM
185
Leavell Investment Management
Alabama
$7.72M +$1.06M +10,512 +16%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$7.43M +$260K +2,579 +4%
FIA
187
FPC Investment Advisory
California
$7.38M +$242K +2,406 +3%
Wealthfront Advisers
188
Wealthfront Advisers
California
$7.23M +$3.61M +35,877 +100%
AC
189
Anson Capital
Georgia
$7.15M +$2.6M +25,851 +57%
BCI
190
Brinker Capital Investments
Pennsylvania
$7.05M +$578K +5,737 +9%
OPS
191
Orion Portfolio Solutions
Nebraska
$7.05M +$578K +5,737 +9%
SPC
192
Sigma Planning Corp
Michigan
$6.95M +$3.75M +37,281 +117%
VFPI
193
Vantage Financial Partners (Illinois)
Illinois
$6.95M +$6.95M +69,002 New
GS
194
GTS Securities
New York
$6.93M +$2.22M +22,052 +47%
NA
195
NewEdge Advisors
Louisiana
$6.93M +$517K +5,137 +8%
VA
196
Valmark Advisers
Ohio
$6.92M -$160K -1,588 -2%
CRWM
197
Castle Rock Wealth Management
California
$6.8M -$886K -8,835 -12%
SIM
198
Studio Investment Management
Illinois
$6.78M +$1.85M +18,356 +37%
VWM
199
VanWeelden Wealth Management
Ohio
$6.71M +$6.71M +66,609 New
SWP
200
Stratos Wealth Partners
Ohio
$6.65M -$778K -7,725 -10%
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