SGOV icon

iShares 0-3 Month Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
551
Quadcap Wealth Management
Texas
$584K -$6.22K -62 -1%
OAS
552
Optivise Advisory Services
Tennessee
$581K +$2.81K +28 +0.5%
AFP
553
Ausdal Financial Partners
Iowa
$581K +$281K +2,798 +93%
HHGA
554
Halbert Hargrove Global Advisors
California
$575K +$575K +5,732 New
Mirae Asset Global Investments
555
Mirae Asset Global Investments
South Korea
$573K +$510K +49,563 +811%
CAL
556
Capital Advisors Ltd
Ohio
$570K +$51.3K +511 +10%
IA
557
IFP Advisors
Florida
$568K +$179K +1,789 +46%
MAS
558
MPWM Advisory Solutions
Georgia
$567K +$567K +5,648 New
Polen Capital Management
559
Polen Capital Management
Florida
$559K -$1.3M -12,957 -70%
LAS
560
LWM Advisory Services
Florida
$557K +$182K +1,812 +48%
CWA
561
CJM Wealth Advisers
Virginia
$549K +$549K +5,475 New
GG
562
Greenwood Gearhart
Arkansas
$548K
PIM
563
Provident Investment Management
Michigan
$543K +$231K +2,299 +74%
HWP
564
Highline Wealth Partners
California
$539K -$222K -2,215 -29%
NPAN
565
Northeast Planning Associates NH
New Hampshire
$522K +$522K +5,200 New
Empower Advisory Group
566
Empower Advisory Group
Colorado
$521K -$30.8K -307 -6%
BWL
567
Bogart Wealth LLC
Virginia
$517K -$1.1K -11 -0.2%
LFAS
568
Level Four Advisory Services
Texas
$513K +$288K +2,874 +129%
SJL
569
Shayne & Jacobs LLC
Tennessee
$512K +$50.2K +500 +11%
GC
570
Grimes & Company
Massachusetts
$509K +$509K +5,075 New
VF
571
Vestment Financial
Minnesota
$509K +$509K +5,070 New
BIG
572
Boothe Investment Group
Delaware
$502K
WI
573
Wintrust Investments
Illinois
$502K +$212K +2,117 +73%
NIA
574
NBZ Investment Advisors
Tennessee
$500K +$500K +4,983 New
RC
575
Roundview Capital
New Jersey
$498K