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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 %
DFG
51
Dynamic Financial Group
Iowa
$54.8M +$54.8M +545,796 New
ACM
52
Avos Capital Management
Washington
$53.1M +$53.1M +527,619 New
MA
53
MONECO Advisors
Connecticut
$52.7M +$33M +328,542 +167%
Wells Fargo
54
Wells Fargo
California
$51.6M +$28.9M +287,796 +127%
Millennium Management
55
Millennium Management
New York
$50M -$18.8M -187,667 -27%
MIC
56
Maxi Investments CY
Cyprus
$49.1M +$49.1M +489,150 New
Neuberger Berman Group
57
Neuberger Berman Group
New York
$48.8M +$6.64M +66,184 +16%
VIA
58
Vickerman Investment Advisors
Washington
$48.4M +$13.4M +133,588 +38%
SFA
59
Sequoia Financial Advisors
Ohio
$48.1M +$10.8M +107,530 +29%
EWA
60
Exencial Wealth Advisors
Oklahoma
$47.8M -$1.71M -17,039 -3%
MMA
61
Miracle Mile Advisors
California
$46.4M +$29.4M +293,329 +173%
AWF
62
Alpha Wealth Funds
Utah
$45.7M +$45.7M +455,122 New
Kovitz Investment Group Partners
63
Kovitz Investment Group Partners
Illinois
$45.3M +$13M +129,389 +40%
SC
64
Slow Capital
California
$44.8M +$24.7M +246,659 +124%
Creative Planning
65
Creative Planning
Kansas
$44.7M +$8.01M +79,882 +22%
SWA
66
Stratos Wealth Advisors
Ohio
$43.7M -$9.55M -95,174 -18%
ODIJL
67
One Day In July LLC
Vermont
$42M +$11M +109,911 +36%
EFA
68
Efficient Frontier Advisors
Connecticut
$40.9M -$716K -7,134 -2%
MSCM
69
McElhenny Sheffield Capital Management
Texas
$40.2M +$40.2M +400,289 New
BlackRock
70
BlackRock
New York
$40M -$62.8M -625,757 -61%
BCM
71
Brookstone Capital Management
Illinois
$39.5M +$19.9M +198,688 +102%
FWSM
72
First Wilshire Securities Management
California
$39.4M +$2.43M +24,253 +7%
WA
73
Waverly Advisors
Alabama
$39.3M +$4.65M +46,340 +13%
SA
74
Sanctuary Advisors
Indiana
$38.6M -$2.79M -27,696 -7%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$38.1M +$2.3M +22,957 +6%
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