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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
10.14%
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
Raymond James Financial
1
Raymond James Financial
Florida
$215M
2
MCM
2
MAI Capital Management
Ohio
$143M
3
LPL Financial
3
LPL Financial
California
$425M
4
GWM
4
Geneos Wealth Management
Colorado
$121M
5
EPM
5
Elm Partners Management
Pennsylvania
$117M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$524M 5,227,143 +234,159 +5%
LPL Financial
2
LPL Financial
California
$425M 4,236,194 +1,210,719 +40%
Bank of America
3
Bank of America
North Carolina
$325M 3,235,346 -157,170 -5%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$265M 2,642 +559 +27%
Raymond James Financial
5
Raymond James Financial
Florida
$215M 2,138,579 +2,138,579 New
PCIG
6
Partners Capital Investment Group
Massachusetts
$176M 1,751,363 -76,084 -4%
NP
7
NorthRock Partners
Minnesota
$170M 1,694,757 +25,255 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$162M 1,614,951 -27,736 -2%
WFMPM
9
Woodley Farra Manion Portfolio Management
Indiana
$161M 1,609,202 +428,035 +36%
MCM
10
MAI Capital Management
Ohio
$143M 1,422,922 +1,422,922 New
CIM
11
Confluence Investment Management
Missouri
$143M 1,422,081 +341,614 +32%
GAG
12
GM Advisory Group
New York
$134M 1,336,886 +383,084 +40%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$125M 1,250,807 -211,024 -14%
GWM
14
Geneos Wealth Management
Colorado
$121M 1,206,424 +1,139,955 +1,715%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$120M 1,200,856 +343,729 +40%
LSAG
16
Lake Street Advisors Group
New Hampshire
$120M 1,192,384 -71,581 -6%
EPM
17
Elm Partners Management
Pennsylvania
$117M 1,164,975 +819,640 +237%
AC
18
AWM Capital
Arizona
$114M 1,136,590 +73,120 +7%
Cerity Partners
19
Cerity Partners
New York
$112M 1,113,167 -61,616 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$112M 1,112,367 -87,571 -7%
Osaic Holdings
21
Osaic Holdings
Arizona
$106M 1,206,194 +354,444 +42%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$103M 1,028,484 -17,086 -2%
UBS Group
23
UBS Group
Switzerland
$103M 1,026,638 +90,173 +10%
EIC
24
Equity Investment Corp
Georgia
$100M 999,237 -666,635 -40%
VWM
25
Vigilare Wealth Management
Arizona
$98.6M 983,026 +595,792 +154%
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