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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$443M 4,403,329 +503,805 +13%
Bank of America
2
Bank of America
North Carolina
$379M 3,758,413 -129,504 -3%
LPL Financial
3
LPL Financial
California
$291M 2,893,811 +481,976 +20%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$190M 1,885,236 +643,446 +52%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$176M 1,746,214 -40,991 -2%
PCIG
6
Partners Capital Investment Group
Massachusetts
$169M 1,675,488 +768,115 +85%
NP
7
NorthRock Partners
Minnesota
$166M 1,646,788 +57,927 +4%
EIC
8
Equity Investment Corp
Georgia
$161M 1,597,011 -47,285 -3%
SCA
9
Stuart Chaussee & Associates
California
$137M 1,363,843 +1,361,279 +53,092%
CIM
10
Confluence Investment Management
Missouri
$136M 1,349,177 +441,877 +49%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$136M 1,347,983 -104,039 -7%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$126M 1,246,333 +125,891 +11%
Ameriprise
13
Ameriprise
Minnesota
$123M 1,219,071 +259,584 +27%
WFMPM
14
Woodley Farra Manion Portfolio Management
Indiana
$123M 1,218,571 +519,967 +74%
UBS Group
15
UBS Group
Switzerland
$122M 1,212,688 +82,440 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$120M 1,191,238 +51,042 +4%
RJA
17
Raymond James & Associates
Florida
$118M 1,176,093 +81,142 +7%
CAM
18
Cresset Asset Management
Illinois
$93.9M 932,825 +46,871 +5%
LSAG
19
Lake Street Advisors Group
New Hampshire
$90.7M 900,810 +196,099 +28%
LJCM
20
Lee Johnson Capital Management
Texas
$83.9M 832,718 -119,176 -13%
Prudential Financial
21
Prudential Financial
New Jersey
$81.2M 806,578 +290,535 +56%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$78.4M 778,501 +113,149 +17%
Renaissance Technologies
23
Renaissance Technologies
New York
$78.3M 777,700 – –
GAG
24
GM Advisory Group
New York
$76.6M 760,911 -5,331 -0.7%
Osaic Holdings
25
Osaic Holdings
Arizona
$76M 754,571 +28,172 +4%
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