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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 %
CSP
276
Cary Street Partners
Virginia
$5.18M +$5.18M +51,616 New
VWM
277
VanWeelden Wealth Management
Ohio
$5.16M +$5.16M +51,465 New
GSWM
278
Golden State Wealth Management
California
$5.11M +$5.11M +50,914 New
CIBC World Market
279
CIBC World Market
Ontario, Canada
$5.09M -$3.61M -35,998 -42%
MW
280
Members Wealth
Pennsylvania
$5.06M +$5.06M +50,386 New
Comerica Bank
281
Comerica Bank
Texas
$5M +$587K +5,849 +13%
Brown Advisory
282
Brown Advisory
Maryland
$5M +$941K +9,377 +23%
EC
283
Enhancing Capital
Pennsylvania
$5M +$5M +49,836 New
EWM
284
Evermay Wealth Management
Virginia
$4.98M -$547K -5,455 -10%
SCM
285
Saxony Capital Management
Missouri
$4.96M +$4.96M +49,463 New
RW
286
Ridgeline Wealth
Arizona
$4.9M +$4.9M +48,826 New
JE
287
JMAC Enterprises
Pennsylvania
$4.86M +$757K +7,543 +18%
PS
288
Planned Solutions
California
$4.84M +$4.24M +42,241 +709%
BJL
289
Brighton Jones LLC
Washington
$4.81M +$4.81M +47,950 New
FF
290
Friedenthal Financial
New Jersey
$4.76M +$4.41M +43,947 +1,264%
MWM
291
Marion Wealth Management
Pennsylvania
$4.72M -$17.3K -172 -0.4%
AA
292
Alesco Advisors
New York
$4.72M +$718K +7,159 +18%
HSWM
293
Hubbell Strickland Wealth Management
Louisiana
$4.7M -$697K -6,949 -13%
CWP
294
Core Wealth Partners
California
$4.63M +$1.31M +13,027 +39%
EH
295
Equitable Holdings
New York
$4.6M -$242K -2,408 -5%
RFP
296
Root Financial Partners
California
$4.56M +$1.65M +16,490 +57%
AP
297
Americana Partners
Texas
$4.56M -$2.57M -25,636 -36%
BRWA
298
B. Riley Wealth Advisors
Florida
$4.38M +$1,000K +9,967 +30%
AHC
299
Anderson Hoagland & Co
Missouri
$4.38M +$4.38M +43,580 New
3C
300
325 Capital
New York
$4.23M – – –
10 11
12
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