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

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$130K
2
EIC
Equity Investment Corp
Georgia
$100M
3
BTI
Blue Trust Inc
Georgia
$7.7M
4
BlackRock
BlackRock
New York
$40M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
326
Diversified Portfolios Inc
Michigan
$3.61M +$77.4K +772 +2%
TYCC
327
Texas Yale Capital Corp
Florida
$3.6M – – –
SFC
328
Strategic Financial Concepts
Texas
$3.6M +$538K +5,366 +18%
CL
329
COWA LLC
Oklahoma
$3.51M -$362K -3,609 -9%
AAP
330
Arax Advisory Partners
Colorado
$3.43M +$3.4M +33,914 +11,496%
FFA
331
First Foundation Advisors
California
$3.41M +$970K +9,673 +40%
SC
332
Scratch Capital
Idaho
$3.31M +$3.31M +32,963 New
PGA
333
Portland Global Advisors
Maine
$3.29M -$2.62M -26,112 -44%
NHFG
334
New Harbor Financial Group
Massachusetts
$3.21M +$123K +1,226 +4%
FFO
335
Fiduciary Family Office
Florida
$3.21M +$3.21M +31,998 New
KCPT
336
Kingstone Capital Partners Texas
Texas
$3.14M +$3.14M +31,335 New
FA
337
Faithward Advisors
Pennsylvania
$3.08M +$2.34M +23,303 +315%
BCM
338
Brasada Capital Management
Texas
$3.05M -$3.43M -34,128 -53%
PFA
339
Peak Financial Advisors
Colorado
$3.04M +$3.04M +30,260 New
WA
340
Win Advisors
Florida
$3.02M +$3.02M +30,080 New
HL
341
HeadInvest LLC
Maine
$2.97M +$130K +1,295 +5%
AWG
342
Altus Wealth Group
Colorado
$2.95M +$285K +2,844 +11%
FF
343
Farrow Financial
Vermont
$2.93M +$2.66M +26,552 +983%
EAM
344
Everstar Asset Management
North Carolina
$2.89M +$94.4K +941 +3%
BEI
345
Benjamin Edwards Inc
Missouri
$2.87M +$50.3K +501 +2%
AR
346
Advisory Research
Illinois
$2.84M +$2.84M +28,346 New
BW
347
Bison Wealth
Georgia
$2.83M +$1.75M +17,409 +161%
GSEP
348
Golden State Equity Partners
California
$2.8M +$2.8M +27,872 New
SQA
349
Simon Quick Advisors
New Jersey
$2.79M +$227K +2,267 +9%
SMFG
350
Sumitomo Mitsui Financial Group
Japan
$2.74M +$251K +2,501 +10%
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