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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
$425M
3
GWM
Geneos Wealth Management
Colorado
$121M
4
EPM
Elm Partners Management
Pennsylvania
$117M
5
RCM
Ridgepath Capital Management
Tennessee
$63.9M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$130K
2
EIC
Equity Investment Corp
Georgia
$100M
3
BTI
Blue Trust Inc
Georgia
$7.7M
4
BlackRock
BlackRock
New York
$40M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
776
Janney Montgomery Scott
Pennsylvania
– -$5.21M -51,766 Closed
WAM
777
Warberg Asset Management
Illinois
– -$5.08M -50,455 Closed
CM
778
Cercano Management
Washington
– -$5.06M -50,229 Closed
Goldman Sachs
779
Goldman Sachs
New York
– -$4.03M -39,990 Closed
CSPIA
780
Cary Street Partners Investment Advisory
Virginia
– -$3.96M -39,343 Closed
HF
781
HRT Financial
New York
– -$3.26M -32,324 Closed
TPW
782
Transatlantique Private Wealth
New York
– -$718K -30,625 Closed
SIC
783
Sterling Investment Counsel
New York
– -$2.76M -27,370 Closed
HTC
784
Haverford Trust Company
Pennsylvania
– -$2.13M -21,110 Closed
LA
785
Legacy Advisors
Pennsylvania
– -$1.78M -17,638 Closed
FA
786
Fiduciary Alliance
South Carolina
– -$1.59M -15,799 Closed
TNA
787
True North Advisors
Texas
– -$1.5M -14,939 Closed
LCWP
788
Legacy Capital Wealth Partners
Arkansas
– -$1.18M -11,676 Closed
ERP
789
Eldred Rock Partners
Texas
– -$1.13M -11,261 Closed
G
790
GenTrust
Florida
– -$1.13M -11,200 Closed
BWA
791
Beam Wealth Advisors
Louisiana
– -$1.12M -11,108 Closed
Barclays
792
Barclays
United Kingdom
– -$1.01M -9,988 Closed
SHGA
793
Sand Hill Global Advisors
California
– -$818K -8,123 Closed
MSFS
794
Main Street Financial Solutions
Pennsylvania
– -$758K -7,525 Closed
SP
795
Stonebrook Private
Michigan
– -$737K -7,317 Closed
AO
796
Advisor OS
Illinois
– -$736K -7,305 Closed
NHC
797
Nicholas Hoffman & Company
Georgia
– -$714K -7,086 Closed
BFWM
798
Bright Futures Wealth Management
New York
– -$644K -6,393 Closed
SW
799
SlateStone Wealth
Florida
– -$624K -6,197 Closed
UWM
800
USAdvisors Wealth Management
Minnesota
– -$579K -5,757 Closed
30 31
32
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