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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 %
PWMG
376
Pinnacle Wealth Management Group
Michigan
$2.26M -$276K -2,755 -11%
BOSSRA
377
B.O.S.S. Retirement Advisors
Utah
$2.24M +$1.66M +16,524 +284%
SIS
378
Sound Income Strategies
Florida
$2.16M +$1M +9,992 +87%
CFS
379
Commonwealth Financial Services
West Virginia
$2.15M -$4.81M -47,990 -69%
WCM
380
Winthrop Capital Management
Indiana
$2.15M +$2.15M +21,465 New
Bank Julius Baer & Co
381
Bank Julius Baer & Co
Switzerland
$2.15M +$296K +2,672 +16%
CAWM
382
Capital Advisors Wealth Management
Washington
$2.13M +$1.2M +11,955 +129%
EIA
383
Eldridge Investment Advisors
New Hampshire
$2.11M +$106K +1,052 +5%
RIA
384
Realta Investment Advisors
Delaware
$2.08M +$46.6K +464 +2%
CPW
385
Cove Private Wealth
New York
$2.08M +$2.08M +20,750 New
AWM
386
Alterna Wealth Management
Texas
$2.06M +$384K +3,823 +23%
SLA
387
Silver Lake Advisory
Utah
$2.02M +$349K +3,477 +21%
4A
388
4Wealth Advisors
Illinois
$2.02M +$2.02M +20,165 New
WW
389
Waterfront Wealth
Kansas
$2.02M -$116K -1,152 -5%
TWC
390
TD Waterhouse Canada
Ontario, Canada
$2.01M +$1.32M +13,187 +192%
ACA
391
Aptus Capital Advisors
Alabama
$1.99M +$1.88M +18,733 +1,635%
GFA
392
Gallagher Fiduciary Advisors
Illinois
$1.99M +$180K +1,797 +10%
1WM
393
1900 Wealth Management
Texas
$1.98M +$991K +9,878 +100%
DWS
394
Dynamic Wealth Strategies
California
$1.96M +$1.96M +19,522 New
BIP
395
Blueprint Investment Partners
North Carolina
$1.96M +$1.96M +19,510 New
HI
396
Harper Investing
California
$1.94M -$1.83M -18,201 -49%
BAAM
397
Baker Avenue Asset Management
California
$1.91M +$531K +5,295 +38%
OHIS
398
Oak Harvest Investment Services
Texas
$1.87M +$457K +4,557 +32%
PAS
399
Park Avenue Securities
New York
$1.84M +$680K +6,783 +59%
CP
400
Capital Planning
Washington
$1.82M +$1.62M +16,149 +812%
14 15
16
17 18