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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$503M 4,992,984 +589,655 +13%
Bank of America
2
Bank of America
North Carolina
$342M 3,392,516 -365,897 -10%
LPL Financial
3
LPL Financial
California
$305M 3,025,475 +131,664 +5%
RJA
4
Raymond James & Associates
Florida
$191M 1,895,834 +719,741 +61%
PCIG
5
Partners Capital Investment Group
Massachusetts
$184M 1,827,447 +151,959 +9%
NP
6
NorthRock Partners
Minnesota
$168M 1,669,502 +22,714 +1%
EIC
7
Equity Investment Corp
Georgia
$168M 1,665,872 +68,861 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$165M 1,642,687 -242,549 -13%
SCA
9
Stuart Chaussee & Associates
California
$148M 1,466,198 +102,355 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$147M 1,461,831 +113,848 +8%
LSAG
11
Lake Street Advisors Group
New Hampshire
$127M 1,263,965 +363,155 +40%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$121M 1,199,938 +8,700 +0.7%
WFMPM
13
Woodley Farra Manion Portfolio Management
Indiana
$119M 1,181,167 -37,404 -3%
Cerity Partners
14
Cerity Partners
New York
$118M 1,174,783 +616,225 +110%
CIM
15
Confluence Investment Management
Missouri
$109M 1,080,467 -268,710 -20%
AC
16
AWM Capital
Arizona
$107M 1,063,470 +401,905 +61%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$105M 1,045,570 -200,763 -16%
BL
18
Balentine LLC
Georgia
$104M 1,029,744 +435,319 +73%
BlackRock
19
BlackRock
New York
$103M 1,024,622 +290,493 +40%
CAM
20
Cresset Asset Management
Illinois
$96.1M 953,887 +21,062 +2%
GAG
21
GM Advisory Group
New York
$96.1M 953,802 +192,891 +25%
Ameriprise
22
Ameriprise
Minnesota
$96M 908,622 -310,449 -25%
UBS Group
23
UBS Group
Switzerland
$94.3M 936,465 -276,223 -23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$93.3M 926,043 -820,171 -47%
Prudential Financial
25
Prudential Financial
New Jersey
$89.6M 889,926 +83,348 +10%
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