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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 %
CG
101
Cynosure Group
Utah
$25M +$6M +60,246 +32%
MKA
102
M. Kulyk & Associates
Georgia
$23.7M -$2.1M -20,915 -8%
Corient Private Wealth
103
Corient Private Wealth
Florida
$23.2M -$1.74M -26,981 -7%
AF
104
Allworth Financial
California
$23.1M +$1.8M +17,858 +8%
TI
105
Tidal Investments
Wisconsin
$22.1M +$15.6M +155,338 +240%
SI
106
Stephens Inc
Arkansas
$21.9M -$3.18M -31,746 -13%
SPIA
107
Steward Partners Investment Advisory
New York
$21.6M +$9.76M +97,266 +82%
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$21.6M +$273K +2,720 +1%
FFG
109
Fiduciary Financial Group
California
$21M +$12.2M +121,892 +140%
RA
110
RFG Advisory
Alabama
$20.9M +$422K +4,210 +2%
MSWM
111
Mader & Shannon Wealth Management
Missouri
$20.9M -$3.43M -34,170 -14%
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.8M +$1.09M +10,842 +6%
AAG
113
Armstrong Advisory Group
Massachusetts
$20.4M +$1.82M +18,139 +10%
TF
114
Trek Financial
Arizona
$20.3M +$922K +9,191 +5%
KAS
115
Kestra Advisory Services
Texas
$20M +$2.08M +20,733 +12%
OL
116
Owen LaRue
Kentucky
$19.9M +$17.1M +170,944 +617%
WS
117
Wedbush Securities
California
$19.8M +$1.56M +15,506 +9%
IA
118
IFS Advisors
Kansas
$19.7M -$94.5K -942 -0.5%
SW
119
SVB Wealth
Massachusetts
$19.6M +$19.6M +195,165 New
KWM
120
Kingsview Wealth Management
Oregon
$19.3M -$974K -9,708 -5%
SC
121
SouthState Corp
Florida
$19.2M +$19.1M +190,117 +12,266%
PWM
122
Perigon Wealth Management
California
$18.9M +$4.8M +47,732 +34%
PAG
123
Private Advisor Group
New Jersey
$18.9M +$743K +7,405 +4%
FOA
124
Five Oceans Advisors
California
$18.7M +$6.1M +60,780 +48%
PIN
125
Prudent Investors Network
California
$18.6M +$1.76M +17,577 +10%
3 4
5
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