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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
+$365M
2
Cerity Partners
Cerity Partners
New York
+$139M
3
EPM
Elm Partners Management
Pennsylvania
+$99.4M
4
Morgan Stanley
Morgan Stanley
New York
+$92.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.2M

Top Sellers

1
BWS
Buck Wealth Strategies
Colorado
-$52.7M
2
CCA
Clearwater Capital Advisors
Illinois
-$48.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37M
4
AIP
Almanack Investment Partners
Pennsylvania
-$28.1M
5
WAM
Worth Asset Management
Texas
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
351
Central Trust Company
Missouri
$668K -$1.19M -11,817 -64%
SP
352
Successful Portfolios
Florida
$668K +$668K +6,631 New
AWE
353
Avidian Wealth Enterprises
Texas
$662K – – –
PIM
354
Provident Investment Management
Michigan
$656K -$310K -3,081 -32%
QPWM
355
Quadrant Private Wealth Management
Pennsylvania
$625K -$270K -2,678 -30%
WWM
356
WT Wealth Management
Arizona
$623K -$461K -4,583 -43%
TW
357
Transform Wealth
Colorado
$622K -$10.5M -104,443 -94%
DWMS
358
Dominguez Wealth Management Solutions
Virginia
$622K +$622K +6,175 New
PAS
359
Park Avenue Securities
New York
$593K +$593K +5,892 New
ML
360
McAdam LLC
Pennsylvania
$585K +$166K +1,644 +39%
FCM
361
Fourpath Capital Management
Oklahoma
$581K +$581K +5,773 New
OWM
362
Opes Wealth Management
California
$553K -$48.3K -480 -8%
SAM
363
Secure Asset Management
Michigan
$550K -$131K -1,304 -19%
VCP
364
Verus Capital Partners
Arizona
$540K +$41.7K +414 +8%
EBA
365
Eagle Bay Advisors
New York
$539K +$237K +2,358 +79%
GVAG
366
Great Valley Advisor Group
Delaware
$534K +$534K +5,300 New
SIC
367
Salem Investment Counselors
North Carolina
$531K +$17.4K +173 +3%
LA
368
Latitude Advisors
Florida
$523K +$10.1K +100 +2%
WCM
369
Windham Capital Management
Massachusetts
$519K +$519K +5,157 New
RIA
370
Regal Investment Advisors
Michigan
$519K +$3.02K +30 +0.6%
PTC
371
Private Trust Company
Ohio
$512K +$121K +1,205 +31%
FFA
372
Farther Finance Advisors
California
$506K +$16.9K +168 +3%
TI
373
Trexquant Investment
Connecticut
$504K +$504K +5,009 New
BIG
374
Boothe Investment Group
Delaware
$503K – – –
ATC
375
Argent Trust Co
Tennessee
$503K +$503K +4,992 New
13 14
15
16 17