SGOV icon

iShares 0-3 Month Treasury Bond ETF

403 hedge funds and large institutions have $5.54B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+39
Holders Change %
+10.71%
% of All Funds
6.36%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
1.1%
New
96
Increased
158
Reduced
131
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
426
Accurate Wealth Management
Florida
-$638K -6,357 Closed
TCOV
427
Trust Company of Vermont
Vermont
-$603K -6,000 Closed
BJL
428
Brighton Jones LLC
Washington
-$601K -5,971 Closed
EAM
429
Eagle Asset Management
Florida
-$526K -5,236 Closed
CFFP
430
Center for Financial Planning
Michigan
-$502K -4,996 Closed
BAM
431
BTS Asset Management
Massachusetts
-$493K -4,900 Closed
WMS
432
Wealth Management Solutions
Pennsylvania
-$482K -4,788 Closed
RW
433
Regimen Wealth
Georgia
-$446K -4,643 Closed
SIAG
434
Safeguard Investment Advisory Group
California
-$442K -4,396 Closed
GG
435
Greenwood Gearhart
Arkansas
-$381K -3,790 Closed
RIA
436
Retirement Investment Advisors
Oklahoma
-$366K -3,641 Closed
HWMT
437
Heritage Wealth Management (Texas)
Texas
-$356K -3,541 Closed
WA
438
Win Advisors
Florida
-$351K -3,492 Closed
AWA
439
Arete Wealth Advisors
Illinois
-$350K -3,478 Closed
WMA
440
West Michigan Advisors
Michigan
-$310K -3,084 Closed
SAM
441
Synergy Asset Management
Washington
-$302K -3,000 Closed
HAIM
442
Hunter Associates Investment Management
Pennsylvania
-$295K -2,899 Closed
SWP
443
Semus Wealth Partners
Florida
-$232K -2,308 Closed
ACM
444
Advance Capital Management
Michigan
-$227K -2,258 Closed
LW
445
Libra Wealth
California
-$202K -2,012 Closed
MTC
446
Matrix Trust Company
Colorado
-$160K -1,587 Closed
SC
447
Stephens Consulting
Michigan
-$74.1K -737 Closed
CAL
448
Capital Analysts LLC
Pennsylvania
-$59K -584 Closed
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
-$57.3K -569 Closed
GWSG
450
GPS Wealth Strategies Group
Colorado
-$30.2K -300 Closed