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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

761 hedge funds and large institutions have $10.7B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 325 increasing their positions, 220 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+77
Holders Change %
+11.26%
% of All Funds
10.13%
Holding in Top 10
131
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+39.36%
% of All Funds
1.74%
New
172
Increased
325
Reduced
220
Closed
79
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$143M
2
LPL Financial
2
LPL Financial
California
$425M
3
GWM
3
Geneos Wealth Management
Colorado
$121M
4
EPM
4
Elm Partners Management
Pennsylvania
$117M
5
RCM
5
Ridgepath Capital Management
Tennessee
$63.9M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$130K
2
EIC
2
Equity Investment Corp
Georgia
$100M
3
BTI
3
Blue Trust Inc
Georgia
$7.7M
4
BlackRock
4
BlackRock
New York
$40M
5
UBS AM
5
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$7.63M -$18.5K -184 -0.2%
PDL
227
Portfolio Design Labs
California
$7.55M +$7.55M +75,218 New
MLCM
228
M & L Capital Management
United Kingdom
$7.49M +$7.49M +74,700 New
ECM
229
Evergreen Capital Management
Washington
$7.43M +$2.19M +21,798 +42%
IWC
230
Integrated Wealth Concepts
Massachusetts
$7.34M +$1.65M +16,409 +29%
VCM
231
Virtue Capital Management
Tennessee
$7.28M +$7.02M +70,002 +2,744%
HH
232
Hilltop Holdings
Texas
$7.2M -$3.85M -38,367 -35%
MWA
233
Motive Wealth Advisors
Michigan
$7.13M +$7.13M +71,075 New
VARA
234
Value Aligned Research Advisors
New Jersey
$7.12M +$7.12M +71,010 New
PAG
235
Private Advisory Group
Washington
$7.05M +$4.96M +49,457 +237%
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.99M +$1.22M +12,164 +21%
KWM
237
Koa Wealth Management
California
$6.86M +$1.14M +11,354 +20%
AL
238
ADE LLC
Maryland
$6.79M +$870K +8,674 +15%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$6.73M +$5.76M +57,403 +595%
WG
240
Watchman Group
Texas
$6.69M -$1.05M -10,451 -14%
SA
241
Strategic Advisors
New York
$6.66M -$1.56M -15,522 -19%
MFIM
242
Mesirow Financial Investment Management
Illinois
$6.51M +$6.51M +64,860 New
SFSG
243
Sound Financial Strategies Group
Mississippi
$6.49M -$319K -3,177 -5%
SC
244
Sepio Capital
Utah
$6.47M +$6.47M +64,500 New
OP
245
ORG Partners
Indiana
$6.45M +$1.27M +12,630 +24%
NA
246
NewEdge Advisors
Louisiana
$6.44M +$340K +3,386 +6%
HI
247
Horizon Investments
North Carolina
$6.43M -$27.8K -278 -0.4%
DWM
248
Destination Wealth Management
California
$6.38M +$218K +2,176 +4%
SPC
249
Sigma Planning Corp
Michigan
$6.31M -$789K -7,866 -11%
TC
250
TownSquare Capital
Utah
$6.28M +$1.78M +17,732 +40%
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