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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 %
EB
176
Emprise Bank
Kansas
$11.5M -$268K -2,675 -2%
WIA
177
World Investment Advisors
California
$11.5M +$9.78M +97,464 +563%
OPS
178
Orion Portfolio Solutions
Nebraska
$11.3M +$1.16M +11,530 +11%
BCI
179
Brinker Capital Investments
Pennsylvania
$11.3M +$1.16M +11,530 +11%
CF
180
Centaurus Financial
California
$11.2M -$8.96M -89,271 -44%
SCI
181
Stableford Capital II
Arizona
$11M +$6.67M +66,463 +152%
CA
182
Clearstead Advisors
Ohio
$11M -$292K -2,906 -3%
TW
183
Trajan Wealth
Arizona
$11M -$309K -3,076 -3%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$7.49M -74,650 -41%
Lido Advisors
185
Lido Advisors
California
$10.7M +$4.24M +42,263 +65%
AWM
186
AE Wealth Management
Kansas
$10.6M -$44.7M -445,572 -81%
IAIM
187
International Assets Investment Management
Florida
$10.5M +$10.5M +104,933 New
AC
188
Anson Capital
Georgia
$10.4M +$1.08M +10,799 +12%
HCA
189
Heck Capital Advisors
Wisconsin
$10.1M -$1.1M -10,988 -10%
SRC
190
Sage Rhino Capital
California
$10.1M +$4.95M +49,303 +96%
VWM
191
Vivid Wealth Management
Iowa
$10M +$868K +8,649 +9%
BAM
192
Berkshire Asset Management
Pennsylvania
$10M +$8.41M +83,545 +527%
HFA
193
Highland Financial Advisors
New Jersey
$10M +$89K +887 +0.9%
ODA
194
One Degree Advisors
California
$9.9M +$8.64M +86,077 +688%
OAM
195
Oppenheimer Asset Management
New York
$9.84M -$422K -4,211 -4%
CIAS
196
CFS Investment Advisory Services
New Jersey
$9.65M +$9.65M +96,213 New
DRS
197
Deane Retirement Strategies
Louisiana
$9.57M -$2.58M -25,761 -21%
LIM
198
Leavell Investment Management
Alabama
$9.54M +$1.61M +16,093 +20%
CAMG
199
CWA Asset Management Group
Florida
$9.49M -$1.33M -13,231 -12%
VA
200
Valmark Advisers
Ohio
$9.39M +$579K +5,774 +7%
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8
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