SGOV icon

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 %
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$6.2M -$3.15M -31,423 -34%
SIM
252
Studio Investment Management
Illinois
$6.07M -$382K -3,810 -6%
HWMT
253
Heritage Wealth Management (Texas)
Texas
$6.04M -$268K -2,671 -4%
CWG
254
Crown Wealth Group
North Carolina
$6.03M +$4.06M +40,472 +206%
ASN
255
Advisory Services Network
Georgia
$6.01M +$792K +7,899 +15%
DT
256
Diversified Trust
Tennessee
$5.93M +$171K +1,700 +3%
MWA
257
MN Wealth Advisors
Kansas
$5.9M +$4.44M +44,263 +304%
DAS
258
Diversify Advisory Services
Utah
$5.87M +$174K +1,737 +3%
FFS
259
Founders Financial Securities
Maryland
$5.84M -$47.9K -477 -0.8%
PFA
260
Professional Financial Advisors
Nebraska
$5.74M +$354K +3,527 +7%
CP
261
Clayton Partners
California
$5.66M -$1.15M -11,490 -17%
RWI
262
Red Wave Investments
Pennsylvania
$5.66M +$5.66M +56,438 New
FPA
263
First Pacific Advisors
California
$5.62M +$1.48M +14,755 +36%
JSA
264
Jim Saulnier & Associates
Colorado
$5.6M +$5.6M +55,816 New
ACA
265
Ackerman Capital Advisors
Texas
$5.58M -$436K -4,349 -7%
AC
266
Arjuna Capital
North Carolina
$5.47M -$452K -4,509 -8%
JCM
267
J2 Capital Management
Michigan
$5.45M +$5.45M +54,374 New
WSWA
268
Warren Street Wealth Advisors
California
$5.43M +$241K +2,398 +5%
GFG
269
Grantvest Financial Group
New Jersey
$5.37M +$5.37M +53,546 New
LCC
270
Lincoln Capital Corp
Rhode Island
$5.36M -$1.78M -17,752 -25%
JWCA
271
J.W. Cole Advisors
Florida
$5.35M +$18.8K +187 +0.4%
CF
272
Clarity Financial
Texas
$5.34M +$3.54M +35,265 +196%
AAS
273
Ameritas Advisory Services
Nebraska
$5.32M +$154K +1,537 +3%
SG
274
StoneX Group
New York
$5.28M +$5.28M +52,585 New
KPPF
275
Klein Pavlis & Peasley Financial
California
$5.24M +$2.62M +26,090 +100%
9 10
11
12 13