SGOV icon

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 %
SFG
451
StrategIQ Financial Group
Indiana
$227K +$227K +2,250 New
BWAM
452
Boyd Watterson Asset Management
Ohio
$226K +$17.2K +171 +8%
WCWM
453
Wooster Corthell Wealth Management
Connecticut
$224K +$224K +2,223 New
FW
454
FirstPurpose Wealth
Utah
$223K +$4.33K +43 +2%
KWA
455
Kingswood Wealth Advisors
California
$221K +$221K +2,200 New
APA
456
Astoria Portfolio Advisors
New York
$218K +$10.8K +107 +5%
PWP
457
Principle Wealth Partners
Connecticut
$216K +$216K +2,150 New
ACM
458
Advance Capital Management
Michigan
$214K +$214K +2,124 New
LFG
459
Larson Financial Group
Missouri
$211K +$7.45K +74 +4%
BDWCC
460
B&D White Capital Company
Texas
$210K -$4.63K -46 -2%
MAS
461
Meeder Advisory Services
Ohio
$209K +$209K +2,081 New
BDFN
462
Bond & Devick Financial Network
Minnesota
$207K – – –
UCB
463
United Community Bank
South Carolina
$207K +$207K +2,055 New
BPA
464
Beacon Pointe Advisors
California
$205K +$205K +2,036 New
NL
465
NWAM LLC
Washington
$204K – – –
CBFP
466
Cedar Brook Financial Partners
Ohio
$204K +$204K +2,025 New
VCM
467
Vivaldi Capital Management
Illinois
$201K +$201K +1,996 New
AIA
468
Armor Investment Advisors
North Carolina
$201K +$201K +1,994 New
SWPG
469
Strategic Wealth Partners Group
Illinois
$181K +$181K +1,793 New
SFCL
470
Strengthening Families & Communities LLC
Massachusetts
$150K +$150K +1,492 New
BWP
471
Baldwin Wealth Partners
Massachusetts
$136K – – –
PCA
472
Providence Capital Advisors
North Carolina
$126K -$289K -2,873 -70%
GPI
473
General Partner Inc
Pennsylvania
$121K – – –
RDFA
474
Ritter Daniher Financial Advisory
Ohio
$117K +$117K +1,165 New
PA
475
Parallel Advisors
California
$114K +$107K +1,058 +1,411%
17 18
19
20 21