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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 %
ERIM
151
Eagle Ridge Investment Management
Connecticut
$14.4M +$359K +3,579 +3%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$14.4M +$2.69M +26,778 +23%
CGA
153
Crescent Grove Advisors
Illinois
$14.3M -$239K -2,379 -2%
IPW
154
Impact Partnership Wealth
Georgia
$14.3M -$779K -7,766 -5%
SIAM
155
Sterling Investment Advisors (Missouri)
Missouri
$14.3M +$968K +9,652 +7%
CAAM
156
Cornerstone Advisors Asset Management
Pennsylvania
$14.2M +$665K +6,630 +5%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$14M +$13.4M +133,784 +2,198%
SFS
158
Sowell Financial Services
Arkansas
$13.9M +$4.84M +48,221 +54%
TPWM
159
Twelve Points Wealth Management
Massachusetts
$13.8M +$8.99M +89,632 +186%
MOS
160
MGO One Seven
Ohio
$13.8M +$3.54M +35,250 +34%
T2I
161
Turim 21 Investimentos
Brazil
$13.7M +$13.7M +136,177 New
AP
162
Advisors Preferred
Maryland
$13.7M +$61.2K +610 +0.4%
KFGG
163
Keystone Financial Group (Georgia)
Georgia
$13.6M +$13.6M +135,765 New
BCM
164
Blume Capital Management
California
$13.3M +$1.43M +14,247 +12%
DWMS
165
Dominguez Wealth Management Solutions
Virginia
$13.2M +$82.7K +824 +0.6%
PCP
166
Panoramic Capital Partners
Oregon
$13.2M +$13.2M +131,803 New
ST
167
Smithfield Trust
Pennsylvania
$13M -$1.63M -16,276 -11%
GP
168
Greenline Partners
New York
$12.9M +$12.2M +121,751 +1,725%
NA
169
Nottingham Advisors
New York
$12.8M -$1.55M -15,474 -11%
KSWA
170
Kathleen S. Wright Associates
Pennsylvania
$12.6M -$1.18M -11,712 -9%
SSWM
171
Strait & Sound Wealth Management
California
$12.5M -$1.22M -12,155 -9%
RCS
172
Retirement Capital Strategies
California
$12M +$11.7M +116,130 +3,002%
SAF
173
Smith Anglin Financial
Texas
$12M +$404K +4,029 +3%
AAS
174
Avantax Advisory Services
Texas
$11.9M -$1.62M -16,138 -12%
WIC
175
Woodmont Investment Counsel
Tennessee
$11.6M -$1.6M -15,943 -12%
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7
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