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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

83 hedge funds and large institutions have $1.8B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+38
Holders Change %
+84.44%
% of All Funds
1.31%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
46
Increased
24
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$814M
2
SW
2
SVB Wealth
Massachusetts
$393M
3
ACM
3
AlphaStar Capital Management
North Carolina
$111M
4
ACP
4
Aveo Capital Partners
Colorado
$36.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11.2M
2
IWMA
2
Ironwood Wealth Management (Arizona)
Arizona
$36.4M
3
RVPG
3
Relative Value Partners Group
$16.8M
4
TF
4
Trek Financial
Arizona
$15.7M
5
FTUS
5
Flow Traders U.S.
New York
$892K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$5M +$5M +50,000 New
WIC
27
Woodmont Investment Counsel
Tennessee
$4.7M -$114K -1,135 -2%
WS
28
Wedbush Securities
California
$4.4M +$4.4M +43,981 New
Osaic Holdings
29
Osaic Holdings
Arizona
$4.3M +$4.23M +126,076 +6,479%
TIAM2
30
Tru Independence Asset Management 2
Oregon
$4.29M +$4.29M +42,909 New
TIM
31
Tortoise Investment Management
New York
$3.82M +$3.82M +38,214 New
WAM
32
Worth Asset Management
Texas
$3.55M +$3.55M +35,435 New
BFA
33
Beaumont Financial Advisors
Massachusetts
$2.58M +$2.58M +25,738 New
Morgan Stanley
34
Morgan Stanley
New York
$2.43M +$2.38M +23,836 +5,227%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.15M +$2.04M +20,362 +1,740%
VA
36
Valmark Advisers
Ohio
$2.03M +$1.72M +17,188 +550%
AAS
37
Avantax Advisory Services
Texas
$2M +$2M +19,995 New
LPL Financial
38
LPL Financial
California
$1.99M +$1.99M +19,868 New
C
39
Certuity
Florida
$1.71M +$100 +1 +0%
PP
40
Prudential plc
United Kingdom
$1.5M +$1.5M +15,000 New
PCA
41
Providence Capital Advisors
North Carolina
$1.4M +$1.4M +14 New
RIA
42
Realta Investment Advisors
Delaware
$1.24M +$1.24M +12,409 New
GWS
43
Glassman Wealth Services
Virginia
$1.22M -$1K -10 -0.1%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$1.2M -$204K -2,038 -14%
QPWM
45
Quadrant Private Wealth Management
Pennsylvania
$1.19M +$155K +1,549 +15%
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
$1.13M +$450K +4,500 +67%
OC
47
Oppenheimer & Co
New York
$934K +$934K +9,340 New
FTUS
48
Flow Traders U.S.
New York
$892K -$2.15M -21,447 -71%
PWM
49
Perigon Wealth Management
California
$777K -$922K -9,216 -54%
EP
50
Eudaimonia Partners
Tennessee
$752K +$752K +7,520 New
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