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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 %
VWM
176
Vivid Wealth Management
Iowa
$9.17M +$847K +8,405 +10%
CCFM
177
Clear Creek Financial Management
Washington
$9.11M +$1.36M +13,531 +18%
Jane Street
178
Jane Street
New York
$9.08M -$7.91M -78,521 -47%
SFS
179
Sowell Financial Services
Arkansas
$9.06M +$204K +2,021 +2%
CTC
180
Central Trust Company
Missouri
$9.04M +$250K +2,487 +3%
AIA
181
Acute Investment Advisory
Arizona
$9M -$132K -1,310 -1%
BA
182
Bridge Advisory
California
$8.95M -$1.74M -17,283 -16%
ATPW
183
Ashton Thomas Private Wealth
Arizona
$8.87M +$6.58M +65,321 +287%
VA
184
Valmark Advisers
Ohio
$8.85M +$1.93M +19,165 +28%
FFG
185
Fiduciary Financial Group
California
$8.74M +$502K +5,001 +6%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$8.73M +$513K +5,092 +6%
SFM
187
Signet Financial Management
New Jersey
$8.56M +$407K +4,037 +5%
SA
188
Strategic Advisors
New York
$8.25M +$4.5M +44,637 +120%
LIM
189
Leavell Investment Management
Alabama
$7.96M +$237K +2,353 +3%
CRC
190
Curi RMB Capital
Illinois
$7.87M -$2.6M -25,822 -25%
DJSG
191
D.J. St. Germain
Massachusetts
$7.87M -$361K -3,588 -4%
GS
192
GTS Securities
New York
$7.83M +$896K +8,894 +13%
WG
193
Watchman Group
Texas
$7.77M +$2.9M +28,828 +60%
SWP
194
Stratos Wealth Partners
Ohio
$7.68M +$1.03M +10,208 +15%
Wealthfront Advisers
195
Wealthfront Advisers
California
$7.56M +$329K +3,267 +5%
LCC
196
Lincoln Capital Corp
Rhode Island
$7.17M +$6.84M +67,930 +2,065%
AP
197
Americana Partners
Texas
$7.16M +$1.93M +19,190 +37%
SPC
198
Sigma Planning Corp
Michigan
$7.13M +$170K +1,691 +2%
CFS
199
Commonwealth Financial Services
West Virginia
$6.97M +$4.84M +48,220 +227%
CP
200
Clayton Partners
California
$6.84M -$2.98M -29,604 -30%
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