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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 %
HI
201
Horizon Investments
North Carolina
$6.48M +$26.2K +262 +0.4%
HWMT
202
Heritage Wealth Management (Texas)
Texas
$6.41M +$1.42M +14,137 +29%
KWM
203
Koa Wealth Management
California
$6.38M +$2.15M +21,368 +51%
AIC
204
Archer Investment Corporation
Indiana
$6.28M -$707K -7,017 -10%
MWC
205
MBM Wealth Consultants
Missouri
$6.24M -$921K -9,176 -13%
CWM
206
Campbell Wealth Management
Virginia
$6.13M +$4.49M +44,540 +273%
DWM
207
Destination Wealth Management
California
$6.1M +$19.5K +194 +0.3%
SC
208
Scotia Capital
Ontario, Canada
$5.99M +$15.7K +156 +0.3%
GWM
209
Geneos Wealth Management
Colorado
$5.97M +$2.37M +23,497 +66%
VFA
210
Values First Advisors
Tennessee
$5.96M +$72.3K +718 +1%
FFS
211
Founders Financial Securities
Maryland
$5.95M +$46K +457 +0.8%
WCWM
212
Willow Creek Wealth Management
California
$5.95M -$769K -7,639 -11%
DT
213
Diversified Trust
Tennessee
$5.78M +$5.78M +57,434 New
HSWM
214
Hubbell Strickland Wealth Management
Louisiana
$5.7M +$137K +1,364 +2%
IWC
215
Integrated Wealth Concepts
Massachusetts
$5.53M +$154K +1,531 +3%
AC
216
Arjuna Capital
North Carolina
$5.4M +$521K +5,176 +11%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$5.32M -$493K -4,893 -8%
PFA
218
Professional Financial Advisors
Nebraska
$5.24M +$240K +2,382 +5%
ASN
219
Advisory Services Network
Georgia
$5.24M +$1.18M +11,709 +29%
AP
220
Americana Partners
Texas
$5.23M -$564K -5,600 -10%
RSWM
221
Robertson Stephens Wealth Management
California
$5.18M +$2.63M +26,131 +103%
FOA
222
Five Oceans Advisors
California
$5.08M +$972K +9,647 +24%
GRP
223
Global Retirement Partners
California
$4.92M -$10.8M -107,550 -69%
Brown Advisory
224
Brown Advisory
Maryland
$4.87M -$1.12M -11,115 -19%
WG
225
Watchman Group
Texas
$4.87M +$107K +1,061 +2%
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