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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

501 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 229 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+98
Holders Change %
+24.32%
% of All Funds
7.99%
Holding in Top 10
90
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+28.57%
% of All Funds
1.43%
New
130
Increased
229
Reduced
120
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$366M
2
Cerity Partners
Cerity Partners
New York
$189M
3
EPM
Elm Partners Management
Pennsylvania
$136M
4
Morgan Stanley
Morgan Stanley
New York
$470M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$147M

Top Sellers

1
BWS
Buck Wealth Strategies
Colorado
$5.9M
2
CCA
Clearwater Capital Advisors
Illinois
$1.79M
3
Citadel Advisors
Citadel Advisors
Florida
$2.31M
4
AIP
Almanack Investment Partners
Pennsylvania
$63.3M
5
WAM
Worth Asset Management
Texas
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
Strategic Advisors
New York
$3.27M +$3.27M +32,469 New
WP
227
WealthPLAN Partners
Nebraska
$3.25M +$3.21M +31,922 +9,762%
BIA
228
Bell Investment Advisors
California
$3.14M -$704K -6,998 -18%
AA
229
Alesco Advisors
New York
$3.04M +$1.34M +13,290 +78%
Vontobel Holding
230
Vontobel Holding
Switzerland
$3M – – –
WP
231
WealthShield Partners
North Carolina
$2.98M +$2.71M +26,895 +998%
GEA
232
Glen Eagle Advisors
New Jersey
$2.93M -$1.28M -12,708 -30%
TPW
233
Transatlantique Private Wealth
New York
$2.92M +$403K +4,007 +16%
Betterment LLC
234
Betterment LLC
New York
$2.88M -$205K -2,036 -7%
EP
235
Eudaimonia Partners
Tennessee
$2.86M +$2.42M +24,084 +554%
HH
236
Hilltop Holdings
Texas
$2.86M +$1.52M +15,116 +114%
Comerica Bank
237
Comerica Bank
Texas
$2.82M +$2.82M +27,984 New
GLR
238
Great Lakes Retirement
Ohio
$2.79M -$2.83M -28,121 -50%
RFN
239
RDA Financial Network
Iowa
$2.77M +$21.5K +214 +0.8%
IMA
240
Investment Management Associates
Colorado
$2.72M +$1.91M +18,988 +238%
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$2.63M +$2.63M +26,168 New
MA
242
Mutual Advisors
Nebraska
$2.63M +$2.05M +20,381 +353%
FAP
243
Financial Advisory Partners
Florida
$2.63M -$718K -7,132 -21%
SL
244
Salomon & Ludwin
Virginia
$2.58M +$337K +3,331 +15%
CG
245
Cynosure Group
Utah
$2.56M +$23.1K +229 +0.9%
PCM
246
Punch Card Management
Florida
$2.53M +$2.53M +25,100 New
PCM
247
Prelude Capital Management
New York
$2.52M – – –
OIA
248
OneDigital Investment Advisors
Kansas
$2.42M +$364K +3,614 +18%
WCG
249
Wall Capital Group
Arizona
$2.39M -$66.6K -663 -3%
LAS
250
LWM Advisory Services
Florida
$2.32M +$493K +4,893 +27%
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