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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
+$121M
3
GWM
Geneos Wealth Management
Colorado
+$114M
4
EPM
Elm Partners Management
Pennsylvania
+$82.2M
5
RCM
Ridgepath Capital Management
Tennessee
+$63.9M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$147M
2
EIC
Equity Investment Corp
Georgia
-$66.9M
3
BTI
Blue Trust Inc
Georgia
-$66M
4
BlackRock
BlackRock
New York
-$62.8M
5
UBS AM
UBS AM
Illinois
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFG
426
Victory Financial Group
Texas
$1.5M +$1.5M +14,937 New
VT
427
Vise Technologies
New York
$1.49M +$1.49M +14,897 New
PP
428
Prosperity Planning
Missouri
$1.49M -$1.32M – –
GAA
429
Global Assets Advisory
Florida
$1.48M -$21.3K -212 -1%
DWS
430
Discipline Wealth Solutions
South Carolina
$1.48M +$526K +5,248 +55%
MIH
431
Meitav Investment House
Israel
$1.47M +$39.4K +393 +3%
WIA
432
Wealthedge Investment Advisors
New York
$1.46M +$1.46M +14,537 New
P
433
&Partners
Tennessee
$1.46M +$396K +3,936 +37%
SL
434
Salomon & Ludwin
Virginia
$1.44M -$401 -4 -0%
PWM
435
Prosperity Wealth Management
California
$1.43M -$6.42K -64 -0.4%
ECA
436
Elevate Capital Advisors
Colorado
$1.41M +$1.41M +14,060 New
EWA
437
EP Wealth Advisors
California
$1.41M -$98.1K -978 -7%
GVAG
438
Great Valley Advisor Group
Delaware
$1.4M +$100K +1,000 +8%
FIA
439
Foundations Investment Advisors
Arizona
$1.4M +$1.03M +10,237 +275%
ECA
440
Elevated Capital Advisors
Utah
$1.38M +$42.6K +425 +3%
UAG
441
United Advisor Group
Ohio
$1.38M +$674K +6,721 +95%
VCM
442
Vision Capital Management
Oregon
$1.38M +$467K +4,656 +51%
AWM
443
Angeles Wealth Management
California
$1.37M +$1.37M +13,667 New
AA
444
Aire Advisors
California
$1.37M – – –
GRP
445
Global Retirement Partners
California
$1.37M +$18.5K +184 +1%
LF
446
Lantz Financial
Illinois
$1.34M +$176K +1,759 +15%
KWA
447
Kingswood Wealth Advisors
California
$1.33M +$411K +4,097 +45%
IWN
448
Independent Wealth Network
Iowa
$1.33M +$1.33M +13,284 New
GLA
449
Good Life Advisors
Pennsylvania
$1.29M +$14.8K +148 +1%
ATC
450
Argent Trust Co
Tennessee
$1.28M +$537K +5,355 +73%
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