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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 %
TC
601
Trilogy Capital
California
$403K -$15.8K -157 -4%
PAA
602
Peregrine Asset Advisers
Oregon
$400K +$104K +1,034 +35%
CA
603
Continuum Advisory
Idaho
$397K – – –
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$396K +$125K +1,250 +46%
AWS
605
Arkfeld Wealth Strategies
Nebraska
$391K +$4.52K +45 +1%
AG
606
AlTi Global
New York
$391K +$391K +3,891 New
IA
607
IFG Advisory
Georgia
$391K +$391K +3,899 New
Fidelity Investments
608
Fidelity Investments
Massachusetts
$391K +$108K +1,077 +38%
QCMNJ
609
Quantum Capital Management (New Jersey)
New Jersey
$388K +$73.3K +731 +23%
Jane Street
610
Jane Street
New York
$388K -$8.65M -86,248 -96%
KIM
611
Kane Investment Management
California
$388K +$388K +3,867 New
LPFG
612
Landing Point Financial Group
Ohio
$385K +$385K +3,828 New
AF
613
Advisornet Financial
Minnesota
$381K – – –
WCG
614
Weaver Consulting Group
California
$379K -$602 -6 -0.2%
AWA
615
Arkadios Wealth Advisors
Georgia
$378K -$385K -3,837 -50%
MFS
616
McNamara Financial Services
Massachusetts
$375K +$375K +3,742 New
OAJ
617
Ogorek Anthony Joseph
New York
$375K +$38.7K +386 +12%
MSAM
618
Moloney Securities Asset Management
Missouri
$375K +$58K +578 +18%
W
619
WealthCollab
Washington
$371K +$162K +1,613 +77%
WWM
620
WT Wealth Management
Arizona
$371K +$30.1K +300 +9%
HW
621
Hedeker Wealth
Illinois
$370K +$145K +1,441 +64%
OCM
622
One Capital Management
California
$364K -$7.42K -74 -2%
NA
623
Note Advisors
New York
$364K +$364K +3,632 New
JF
624
JSF Financial
California
$362K -$3.41M -34,021 -90%
RIA
625
Retirement Investment Advisors
Oklahoma
$361K – – –
23 24
25
26 27