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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 %
Citadel Advisors
251
Citadel Advisors
Florida
$2.31M -$37M -367,957 -94%
AAS
252
Ameritas Advisory Services
Nebraska
$2.25M +$1.8M +17,883 +397%
JWCA
253
J.W. Cole Advisors
Florida
$2.23M +$1.14M +11,316 +105%
BWFA
254
Baltimore-Washington Financial Advisors
Maryland
$2.22M +$412K +4,090 +23%
WCWM
255
Willow Creek Wealth Management
California
$2.1M +$1.24M +12,314 +144%
P
256
Pariax
California
$2.08M +$2.08M +20,705 New
TAM
257
Titleist Asset Management
Texas
$2.08M -$144K -1,426 -6%
VT
258
Vise Technologies
New York
$2.07M +$1.55M +15,369 +293%
CIA
259
Choate Investment Advisors
Massachusetts
$2.06M – – –
CWM
260
Cherrydale Wealth Management
New Jersey
$1.97M +$1.97M +19,554 New
MIM
261
Montgomery Investment Management
Maryland
$1.9M +$1.9M +18,920 New
DAS
262
Dynamic Advisor Solutions
Arizona
$1.9M +$666K +6,614 +54%
SC
263
Scotia Capital
Ontario, Canada
$1.88M +$1.88M +18,699 New
JCIA
264
Jackson Creek Investment Advisors
Colorado
$1.88M -$353K -3,505 -16%
EFS
265
Econ Financial Services
Pennsylvania
$1.88M +$1.88M +18,649 New
EH
266
Equitable Holdings
New York
$1.86M -$81.7K -812 -4%
GWM
267
Geneos Wealth Management
Colorado
$1.84M +$1.77M +17,616 +2,629%
AFG
268
Altiora Financial Group
Ohio
$1.83M +$924K +9,179 +102%
CCA
269
Clearwater Capital Advisors
Illinois
$1.79M -$48.3M -480,124 -96%
SPW
270
Sonoma Private Wealth
California
$1.78M -$340K -3,380 -16%
RCM
271
Raleigh Capital Management
North Carolina
$1.74M +$1.74M +17,290 New
AL
272
ADE LLC
Maryland
$1.74M +$7.15K +71 +0.4%
LCWP
273
Legacy Capital Wealth Partners
Arkansas
$1.72M +$1.72M +17,070 New
MSAM
274
Moloney Securities Asset Management
Missouri
$1.69M -$22.2M -220,789 -93%
CLOS
275
Compagnie Lombard Odier SCmA
Switzerland
$1.68M +$1.11M +11,056 +198%
9 10
11
12 13