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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 %
VFA
451
Values First Advisors
Tennessee
$1.28M -$264K -2,635 -17%
CFG
452
Certior Financial Group
Pennsylvania
$1.28M +$1.28M +12,714 New
AWA
453
Arete Wealth Advisors
Illinois
$1.27M -$1.42M -14,146 -53%
EMAM
454
Encompass More Asset Management
California
$1.27M -$140K -1,395 -10%
RBWA
455
RFG - Bristol Wealth Advisors
Massachusetts
$1.27M +$1.27M +12,648 New
RCM
456
Riggs Capital Management
Utah
$1.26M +$1.26M +12,601 New
WIM
457
Waycross Investment Management
Washington
$1.26M +$6.62K +66 +0.5%
SA
458
Sincerus Advisory
New York
$1.25M +$1.25M +12,471 New
SIC
459
Salem Investment Counselors
North Carolina
$1.24M -$16.8K -167 -1%
BCG
460
Bravias Capital Group
New Jersey
$1.24M +$1.24M +12,310 New
JIP
461
Jaffetilchin Investment Partners
Florida
$1.23M -$321K -3,204 -21%
PA
462
PFG Advisors
Arizona
$1.2M +$892K +8,893 +288%
SCM
463
Steele Capital Management
Iowa
$1.2M -$171K -1,701 -12%
IIM
464
Ironwood Investment Management
Massachusetts
$1.19M – – –
HGA
465
Hobbs Group Advisors
South Carolina
$1.19M +$152K +1,514 +15%
AWP
466
Axis Wealth Partners
Rhode Island
$1.18M +$1.18M +11,784 New
VBFG
467
Vishria Bird Financial Group
Tennessee
$1.18M -$1.2K -12 -0.1%
CAP
468
Columbia Advisory Partners
Washington
$1.15M +$1.15M +11,462 New
APW
469
Austin Private Wealth
Texas
$1.15M +$699K +6,965 +156%
VPP
470
Vertex Planning Partners
Illinois
$1.14M +$543K +5,409 +91%
CI
471
CPR Investments
Michigan
$1.11M -$684K -6,818 -38%
SWA
472
Serenus Wealth Advisors
California
$1.11M +$1.11M +11,054 New
MGW
473
MB Generational Wealth
Washington
$1.11M +$1.11M +11,034 New
CF
474
Collier Financial
Colorado
$1.09M +$1.09M +10,908 New
PG
475
Prostatis Group
Maryland
$1.06M +$1.06M +10,527 New
17 18
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