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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.

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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$98.2M +$15.3M +153,003 +19%
Ameriprise
27
Ameriprise
Minnesota
$95.9M +$4.77M +47,583 +5%
Prudential Financial
28
Prudential Financial
New Jersey
$93.4M +$3.96M +39,420 +4%
Renaissance Technologies
29
Renaissance Technologies
New York
$92.5M +$9.24M +92,100 +11%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$90.7M +$22.2M +221,283 +32%
CAM
31
Cresset Asset Management
Illinois
$90.1M -$5.61M -55,916 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$89.7M -$3.19M -31,778 -3%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$87.9M +$17.4M +173,512 +25%
TAM
34
Titleist Asset Management
Texas
$86.9M +$58.7M +585,192 +209%
SAM
35
Synergy Asset Management
Washington
$77.3M +$39.5M +392,746 +104%
CI
36
CX Institutional
Indiana
$72.5M +$12.2M +121,900 +20%
RCA
37
Resonant Capital Advisors
Wisconsin
$71.1M +$532K +5,300 +0.8%
ACM
38
AlphaStar Capital Management
North Carolina
$68.1M -$32.5M -323,709 -32%
BL
39
Balentine LLC
Georgia
$67.4M -$35.9M -357,424 -35%
AWM
40
Axxcess Wealth Management
California
$66.3M +$7M +69,735 +12%
LJCM
41
Lee Johnson Capital Management
Texas
$64.8M -$14.6M -145,474 -18%
Stifel Financial
42
Stifel Financial
Missouri
$64.8M +$9.12M +90,917 +16%
WFA
43
Wellspring Financial Advisors
Ohio
$64.5M +$4.92M +49,024 +8%
RCM
44
Ridgepath Capital Management
Tennessee
$63.9M +$63.9M +637,022 New
TW
45
Transform Wealth
Colorado
$60.4M +$60M +598,451 +17,864%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$60.2M +$13.2M +131,629 +28%
PCM
47
Punch Card Management
Florida
$58.3M – – –
SCM
48
Sollinda Capital Management
Florida
$57.9M +$21.4M +213,380 +59%
BFG
49
Bleakley Financial Group
New Jersey
$56.9M -$155K -1,546 -0.3%
ACP
50
Aveo Capital Partners
Colorado
$55.3M +$31.1M +310,146 +129%
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