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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$395M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$108M
3
CIM
Confluence Investment Management
Missouri
+$99.5M
4
NP
NorthRock Partners
Minnesota
+$97.5M
5
RJA
Raymond James & Associates
Florida
+$77.8M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$366M
2
SCA
Stuart Chaussee & Associates
California
-$121M
3
Bank of America
Bank of America
North Carolina
-$109M
4
Cerity Partners
Cerity Partners
New York
-$94.8M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$76.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$2.98M +$1.14M +11,400 +62%
SA
252
Strategic Advisors
New York
$2.9M -$357K -3,558 -11%
OCG
253
Opus Capital Group
Ohio
$2.87M +$2.87M +28,642 New
RFN
254
RDA Financial Network
Iowa
$2.84M +$80.5K +803 +3%
JWCA
255
J.W. Cole Advisors
Florida
$2.81M +$586K +5,847 +26%
GS
256
GTS Securities
New York
$2.8M +$1.94M +19,372 +227%
GEA
257
Glen Eagle Advisors
New Jersey
$2.78M -$132K -1,321 -5%
EH
258
Equitable Holdings
New York
$2.73M +$879K +8,765 +47%
MWM
259
Merriman Wealth Management
Washington
$2.72M -$31.5M -314,617 -92%
BWFA
260
Baltimore-Washington Financial Advisors
Maryland
$2.72M +$507K +5,056 +23%
BAM
261
Belpointe Asset Management
Nevada
$2.64M +$2.33M +23,216 +752%
SL
262
Salomon & Ludwin
Virginia
$2.58M – – –
EWM
263
Evercore Wealth Management
New York
$2.53M +$2.53M +25,249 New
PCM
264
Punch Card Management
Florida
$2.52M – – –
TAM
265
Titleist Asset Management
Texas
$2.51M +$440K +4,391 +21%
PCM
266
Prelude Capital Management
New York
$2.51M – – –
Wealthfront Advisers
267
Wealthfront Advisers
California
$2.44M +$2.44M +24,329 New
SAM
268
Stansberry Asset Management
Texas
$2.43M +$2.43M +24,265 New
WCG
269
Wall Capital Group
Arizona
$2.42M +$32.6K +325 +1%
FAP
270
Financial Advisory Partners
Florida
$2.4M -$220K -2,190 -8%
IA
271
IFG Advisors
Missouri
$2.4M +$1.96M +19,545 +448%
IMA
272
Investment Management Associates
Colorado
$2.39M -$319K -3,177 -12%
H
273
HoyleCohen
California
$2.34M +$2.34M +23,322 New
CIA
274
Concurrent Investment Advisors
Florida
$2.29M +$2.29M +22,872 New
SIG
275
Spinnaker Investment Group
California
$2.26M +$2.26M +22,496 New
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