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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 %
AIC
301
Archer Investment Corporation
Indiana
$4.23M -$247K -2,466 -6%
WCM
302
Wisconsin Capital Management
Wisconsin
$4.22M -$181K -1,805 -4%
RL
303
Retireful LLC
Michigan
$4.2M +$1.34M +13,317 +47%
PS
304
Principal Securities
Iowa
$4.18M +$826K +8,234 +25%
SAM
305
Stansberry Asset Management
Texas
$4.14M +$279K +2,786 +7%
ML
306
McAdam LLC
Pennsylvania
$4.13M +$742K +7,394 +22%
BFA
307
Beaumont Financial Advisors
Massachusetts
$4.06M +$236K +2,352 +6%
FM
308
Foster & Motley
Ohio
$4.05M +$2.61M +26,025 +181%
SMC
309
Smith, Moore & Co
Missouri
$4.03M -$7.89M -78,682 -66%
CIA
310
Concurrent Investment Advisors
Florida
$4.03M +$259K +2,581 +7%
HA
311
Huntleigh Advisors
Missouri
$3.95M +$3.95M +39,413 New
CC
312
Courier Capital
New York
$3.95M +$3.95M +39,334 New
RSWM
313
Robertson Stephens Wealth Management
California
$3.9M +$1.71M +17,013 +78%
EFG
314
Ethos Financial Group
Pennsylvania
$3.89M -$88.8K -885 -2%
MIM
315
Montgomery Investment Management
Maryland
$3.83M +$2.26M +22,540 +144%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$3.82M -$1.32M -13,147 -26%
GS
317
GTS Securities
New York
$3.78M -$4.02M -40,065 -52%
FPCP
318
Fort Point Capital Partners
California
$3.75M +$2.48M +24,673 +195%
AssetMark Inc
319
AssetMark Inc
California
$3.71M +$2.53M +25,222 +215%
HKIM
320
Hayek Kallen Investment Management
Alabama
$3.69M +$1.1M +10,935 +42%
PAM
321
PCG Asset Management
New Jersey
$3.65M +$3.65M +36,430 New
GA
322
Greenspring Advisors
Maryland
$3.65M +$517K +5,149 +16%
FAP
323
Financial Advisory Partners
Florida
$3.64M -$916K -9,126 -20%
GC
324
Guggenheim Capital
Illinois
$3.64M +$245K +2,443 +7%
RCWM
325
Red Crane Wealth Management
California
$3.61M +$3.61M +35,999 New
11 12
13
14 15