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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 %
BAS
351
Breakthru Advisory Services
Wisconsin
$2.72M +$2.72M +27,110 New
PI
352
PFG Investments
New York
$2.67M +$11.8K +118 +0.4%
LWM
353
Lionshead Wealth Management
New York
$2.62M +$2.62M +26,113 New
Betterment LLC
354
Betterment LLC
New York
$2.61M +$22.8K +227 +0.9%
GEA
355
Glen Eagle Advisors
New Jersey
$2.6M -$2.31K -23 -0.1%
BFG
356
Beacon Financial Group
Texas
$2.57M +$57.6K +574 +2%
SP
357
Successful Portfolios
Florida
$2.55M +$422K +4,206 +20%
EF
358
Empowered Funds
Pennsylvania
$2.52M +$824K +8,216 +49%
SKK
359
Shepherd Kaplan Krochuk
Massachusetts
$2.51M +$259K +2,583 +12%
PCM
360
Prelude Capital Management
New York
$2.51M – – –
TWA
361
Talisman Wealth Advisors
New Jersey
$2.5M -$736K -7,336 -23%
RIL
362
Rothschild Investment LLC
Illinois
$2.5M -$38.8K -387 -2%
WCWM
363
Willow Creek Wealth Management
California
$2.5M -$4.04M -40,258 -62%
NOCM
364
Night Owl Capital Management
Connecticut
$2.48M +$802K +7,989 +48%
GM
365
GeoWealth Management
Illinois
$2.47M +$2.33M +23,247 +1,681%
RI
366
Ridgewood Investments
New Jersey
$2.46M +$2.16M +21,492 +713%
BF
367
Baring Financial
Washington
$2.44M +$2.44M +24,299 New
GC
368
Guidance Capital
Kentucky
$2.42M +$33.4K +332 +1%
HWA
369
HHM Wealth Advisors
Tennessee
$2.4M -$58K -578 -2%
AWE
370
Avidian Wealth Enterprises
Texas
$2.39M +$412K +4,110 +21%
SI
371
Sprott Inc
Ontario, Canada
$2.38M +$2.11M +21,067 +796%
CA
372
Clune & Associates
Illinois
$2.36M +$2.36M +23,561 New
EA
373
Emerald Advisors
Washington
$2.33M +$1.46M +14,526 +167%
TFA
374
Transamerica Financial Advisors
Florida
$2.28M -$20.1K -200 -0.9%
JFG
375
JDM Financial Group
Texas
$2.26M +$325K +3,237 +17%
13 14
15
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