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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 %
MAS
126
Meeder Advisory Services
Ohio
$18.6M +$630K +6,280 +4%
3AM
127
3EDGE Asset Management
Florida
$18.3M +$18.3M +182,233 New
CE
128
Cornerstone Enterprises
Wisconsin
$18.1M -$7.53M -75,025 -29%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$17.9M +$1.85M +18,400 +12%
BSB
130
Bangor Savings Bank
Maine
$17.7M +$2.53M +25,235 +17%
FFA
131
Farther Finance Advisors
California
$17.6M +$14.7M +146,857 +507%
TCM
132
TT Capital Management
California
$17.3M +$17.3M +172,162 New
MWM
133
Maridea Wealth Management
New York
$17.3M +$17.3M +172,114 New
PRP
134
Peak Retirement Planning
Ohio
$16.8M +$16.8M +166,972 New
Truist Financial
135
Truist Financial
North Carolina
$16.6M -$1.45M -14,446 -8%
KPWS
136
Kestra Private Wealth Services
Texas
$16.5M +$14.6M +145,814 +775%
FF
137
Farnam Financial
Arizona
$15.7M +$1.75M +17,474 +13%
BWS
138
Buck Wealth Strategies
Colorado
$15.7M +$5.37M +53,495 +52%
AWS
139
Atria Wealth Solutions
New York
$15.7M +$270K +2,687 +2%
SC
140
Scotia Capital
Ontario, Canada
$15.6M -$4.17M -41,524 -21%
Wealthfront Advisers
141
Wealthfront Advisers
California
$15.5M +$7.98M +79,559 +106%
T
142
Transce3nd
Texas
$15.5M +$15.5M +154,195 New
WA
143
Westfuller Advisors
New York
$15.4M +$243K +2,420 +2%
RCM
144
RMR Capital Management
California
$15.4M +$5.62M +56,065 +57%
OFW
145
Omnia Family Wealth
Florida
$15.4M -$56.1K -559 -0.4%
MM
146
Main Management
California
$15.3M +$15.3M +152,572 New
SI
147
Stonekeep Investments
New Mexico
$15.2M -$652K -6,499 -4%
HOWA
148
Heritage Oak Wealth Advisors
Florida
$14.9M +$14.1M +140,938 +1,952%
MADFP
149
Michael A Dubis Financial Planning
Wisconsin
$14.4M +$14.4M +144,008 New
AFG
150
Altiora Financial Group
Ohio
$14.4M +$2.76M +27,523 +24%
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