SGOV icon

iShares 0-3 Month Treasury Bond ETF

403 hedge funds and large institutions have $5.54B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+39
Holders Change %
+10.71%
% of All Funds
6.36%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
1.1%
New
96
Increased
158
Reduced
131
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
251
Provident Investment Management
Michigan
$965K +$336K +3,334 +53%
HFA
252
Highland Financial Advisors
New Jersey
$947K +$117K +1,160 +14%
OWA
253
Outlook Wealth Advisors
Texas
$940K -$3.2M -31,769 -77%
FIA
254
Foundations Investment Advisors
Arizona
$932K -$12.5M -124,479 -93%
WP
255
WealthSource Partners
California
$929K -$638K -6,342 -41%
AFG
256
Altiora Financial Group
Ohio
$908K +$98.4K +978 +12%
PA
257
PFG Advisors
Arizona
$907K +$907K +9,011 New
SI
258
Stephens Inc
Arkansas
$899K -$16.7M -166,210 -95%
WIA
259
World Investment Advisors
California
$898K +$898K +8,927 New
QPWM
260
Quadrant Private Wealth Management
Pennsylvania
$894K -$217K -2,160 -20%
VAG
261
VisionPoint Advisory Group
Texas
$878K +$313K +3,112 +55%
WCWM
262
Willow Creek Wealth Management
California
$860K +$860K +8,547 New
FFA
263
First Foundation Advisors
California
$846K -$799K -7,938 -49%
SWP
264
Strategic Wealth Partners
Ohio
$845K +$427K +4,239 +102%
CAL
265
Capital Advisors Ltd
Ohio
$809K +$506K +5,029 +167%
IMA
266
Investment Management Associates
Colorado
$803K -$1.01M -10,054 -56%
MIH
267
Meitav Investment House
Israel
$788K -$163K -1,620 -17%
WC
268
Waterloo Capital
Texas
$735K -$255K -2,536 -26%
AssetMark Inc
269
AssetMark Inc
California
$730K +$24K +238 +3%
EDRH
270
Edmond de Rothschild Holding
Switzerland
$727K +$727K +7,225 New
KAS
271
Kestra Advisory Services
Texas
$712K +$712K +7,076 New
VWM
272
Venturi Wealth Management
Texas
$698K -$10.6K -105 -1%
SAM
273
Secure Asset Management
Michigan
$681K +$144K +1,435 +27%
RA
274
RFG Advisory
Alabama
$673K +$14.9K +148 +2%
AWE
275
Avidian Wealth Enterprises
Texas
$662K -$126K -1,249 -16%