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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
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 %
CCM
76
Coldstream Capital Management
Washington
$36M +$36M +358,500 New
FHA
77
Flagship Harbor Advisors
Massachusetts
$35.7M +$25.8M +257,092 +259%
MWM
78
Merriman Wealth Management
Washington
$35.5M +$32.5M +323,687 +1,089%
RAG
79
RIA Advisory Group
Iowa
$35.2M +$33.5M +333,716 +1,979%
FWM
80
Focused Wealth Management
New York
$34.9M -$1.73M -17,287 -5%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$34.5M +$17.6M +175,794 +105%
HIM
82
Hanlon Investment Management
New Jersey
$33.2M +$20M +199,335 +151%
OCG
83
Opus Capital Group
Ohio
$31.8M +$3.26M +32,453 +11%
HighTower Advisors
84
HighTower Advisors
Illinois
$31.4M -$4.25M -42,369 -12%
SWM
85
Selective Wealth Management
Virginia
$31M +$5.84M +58,113 +23%
FSC
86
Full Sail Capital
Oklahoma
$30M +$4.43M +44,189 +17%
ACM
87
Advisors Capital Management
New Jersey
$29.4M -$2.87M -28,654 -9%
TPW
88
Talon Private Wealth
Florida
$29.1M +$29.1M +290,239 New
UCFA
89
United Capital Financial Advisors
Texas
$28.6M +$1.12M +11,202 +4%
TIM
90
Tortoise Investment Management
New York
$28.1M -$2.41M -24,036 -8%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$28.1M -$44.1M -439,655 -61%
LAM
92
L2 Asset Management
Massachusetts
$28M +$28M +278,678 New
AIP
93
Almanack Investment Partners
Pennsylvania
$27.1M -$874K -8,717 -3%
OCM
94
Orion Capital Management
California
$26.9M +$2.21M +21,980 +9%
BCM
95
BML Capital Management
Indiana
$26.1M -$1M -10,000 -4%
Mariner
96
Mariner
Kansas
$26M -$8.23M -82,027 -24%
PC
97
Pecaut & Co
Iowa
$26M +$2.3M +22,944 +10%
MML Investors Services
98
MML Investors Services
Massachusetts
$25.6M +$7.02M +70,009 +38%
TIA
99
Traphagen Investment Advisors
New Jersey
$25.2M -$2.72M -27,096 -10%
WAM
100
Worth Asset Management
Texas
$25.1M +$18.3M +182,398 +270%
2 3
4
5 6