SGOV icon

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 %
DJSG
201
D.J. St. Germain
Massachusetts
$9.33M +$1.49M +14,817 +19%
FPW
202
Flagship Private Wealth
Massachusetts
$9.2M +$5.03M +50,150 +121%
MWM
203
Mascoma Wealth Management
New Hampshire
$9.19M -$41K -409 -0.4%
ATPW
204
Ashton Thomas Private Wealth
Arizona
$9.18M +$341K +3,404 +4%
CRWM
205
Castle Rock Wealth Management
California
$9.15M -$886K -8,820 -9%
CIC
206
Carnegie Investment Counsel
Ohio
$9.07M +$6.19M +61,705 +215%
CTC
207
Central Trust Company
Missouri
$8.96M -$49.8K -496 -0.6%
BEAM
208
Baker Ellis Asset Management
Washington
$8.84M -$680K -6,778 -7%
MPW
209
Magnolia Private Wealth
Pennsylvania
$8.81M +$8.81M +87,797 New
SFM
210
Signet Financial Management
New Jersey
$8.77M +$247K +2,458 +3%
FGA
211
Fortis Group Advisors
New Jersey
$8.67M -$855K -8,524 -9%
US Bancorp
212
US Bancorp
Minnesota
$8.59M -$1.01M -10,105 -11%
CWM
213
Campbell Wealth Management
Virginia
$8.52M +$3.11M +30,953 +57%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$8.37M +$2.33M +23,241 +39%
CC
215
Cypress Capital
Tennessee
$8.27M -$2.01M -19,999 -20%
IA
216
Integrity Alliance
Iowa
$8.18M +$8.18M +81,580 New
Nomura Asset Management
217
Nomura Asset Management
Japan
$8.18M +$8.18M +81,500 New
RZH
218
Relyea Zuckerberg Hanson
Connecticut
$8.13M +$4.45M +44,367 +121%
GWM
219
Greenwich Wealth Management
Connecticut
$8.04M -$3.13M -31,209 -28%
AWM
220
Accurate Wealth Management
Florida
$8.02M +$7.47M +74,343 +1,357%
AI
221
Atria Investments
North Carolina
$7.89M -$12M -120,078 -60%
SBH
222
Segall Bryant & Hamill
Illinois
$7.84M -$2.43M -24,173 -24%
CRC
223
Curi RMB Capital
Illinois
$7.8M -$38.2K -381 -0.5%
BTI
224
Blue Trust Inc
Georgia
$7.7M -$66M -657,428 -90%
CCFM
225
Clear Creek Financial Management
Washington
$7.68M -$1.39M -13,867 -15%
7 8
9
10 11