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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
–
Net Calls
+$3.36M
Net Calls Change
+$3.36M

Top Buyers

1
Jane Street
Jane Street
New York
$153M
2
Morgan Stanley
Morgan Stanley
New York
$348M
3
LPL Financial
LPL Financial
California
$135M
4
BlackRock
BlackRock
New York
$69M
5
AllianceBernstein
AllianceBernstein
Tennessee
$50.5M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
$101M
2
ETC
Exchange Traded Concepts
Oklahoma
$731M
3
Goldman Sachs
Goldman Sachs
New York
$42.6M
4
KOC
Koss-Olinger Consulting
Florida
$0
5
BFA
Beaumont Financial Advisors
Massachusetts
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
Win Advisors
Florida
$351K +$351K +3,492 New
AWA
302
Arete Wealth Advisors
Illinois
$350K +$350K +3,478 New
Wells Fargo
303
Wells Fargo
California
$344K +$230K +2,283 +201%
CAG
304
Csenge Advisory Group
Florida
$333K +$333K +3,312 New
WMA
305
West Michigan Advisors
Michigan
$310K +$107K +1,064 +53%
ULWM
306
Upper Left Wealth Management
Florida
$307K +$307K +3,054 New
CAL
307
Capital Advisors Ltd
Ohio
$303K +$303K +3,011 New
SAM
308
Synergy Asset Management
Washington
$302K +$302K +3,000 New
TWC
309
TD Waterhouse Canada
Ontario, Canada
$299K +$299K +2,676 New
TC
310
Trilogy Capital
California
$298K +$298K +2,959 New
HAIM
311
Hunter Associates Investment Management
Pennsylvania
$295K +$295K +2,899 New
TCM
312
Triumph Capital Management
Colorado
$290K -$24.1K -240 -8%
OCM
313
One Capital Management
California
$285K +$285K +2,837 New
RZH
314
Relyea Zuckerberg Hanson
Connecticut
$274K +$274K +2,723 New
CFO
315
Custos Family Office
Texas
$261K +$261K +2,592 New
VIA
316
Vident Investment Advisory
Georgia
$259K +$259K +2,573 New
FSA
317
Financial Sense Advisors
California
$251K +$251K +2,500 New
NL
318
NWAM LLC
Washington
$246K +$246K +2,448 New
VAS
319
Vestmark Advisory Solutions
Massachusetts
$233K -$311K -3,094 -57%
MWM
320
Meridian Wealth Management
Kentucky
$233K +$233K +2,313 New
SWP
321
Semus Wealth Partners
Florida
$232K -$20.6K -205 -8%
ACM
322
Advance Capital Management
Michigan
$227K +$227K +2,258 New
SWM
323
Spire Wealth Management
Virginia
$227K +$137K +1,365 +154%
SOS
324
Silver Oak Securities
Tennessee
$223K +$10.6K +104 +5%
AFP
325
Ausdal Financial Partners
Iowa
$222K +$222K +2,204 New
11 12
13
14 15