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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 %
DIA
376
Dana Investment Advisors
Wisconsin
$502K +$2.42K +24 +0.5%
SKK
377
Shepherd Kaplan Krochuk
Massachusetts
$502K +$2.72K +27 +0.5%
HAS
378
HBW Advisory Services
California
$492K +$117K +1,161 +31%
DI
379
DFPG Investments
Utah
$492K +$211K +2,100 +75%
CW
380
CreativeOne Wealth
Kansas
$491K +$491K +4,877 New
MSFS
381
Main Street Financial Solutions
Pennsylvania
$487K +$3.42K +34 +0.7%
4WM
382
4J Wealth Management
Virginia
$482K – – –
FHA
383
Flagship Harbor Advisors
Massachusetts
$476K +$476K +4,726 New
SFWA
384
Summit Financial Wealth Advisors
Louisiana
$471K +$471K +4,697 New
FFA
385
First Foundation Advisors
California
$463K -$383K -3,806 -45%
BAM
386
BTS Asset Management
Massachusetts
$450K +$450K +4,470 New
BBI
387
Baxter Bros Inc
Connecticut
$447K +$447K +4,438 New
TC
388
Trilogy Capital
California
$444K +$4.23K +42 +1%
IA
389
IFG Advisors
Missouri
$440K +$147K +1,463 +50%
TC
390
TownSquare Capital
Utah
$437K -$188K -1,866 -30%
HI
391
Harbour Investments
Wisconsin
$434K -$37.9K -376 -8%
OHIS
392
Oak Harvest Investment Services
Texas
$432K +$432K +4,290 New
SAG
393
SageView Advisory Group
California
$425K +$425K +4,226 New
CFO
394
Capitol Family Office
Oregon
$422K +$75.5K +750 +22%
VPP
395
Vertex Planning Partners
Illinois
$421K +$152K +1,505 +56%
LL
396
LWMG LLC
Minnesota
$410K +$4.63K +46 +1%
SFPG
397
Stonebridge Financial Planning Group
Florida
$408K +$408K +4,050 New
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$402K -$159K -1,573 -28%
CA
399
Continuum Advisory
Idaho
$398K – – –
PFS
400
Prospera Financial Services
Texas
$397K +$135K +1,343 +52%
14 15
16
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