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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

201 hedge funds and large institutions have $3.82B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.48%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.64%
New
66
Increased
69
Reduced
44
Closed
16
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$457K

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$189M
2
MWM
2
Merriman Wealth Management
Washington
$147M
3
AP
3
Advisors Preferred
Maryland
$107M
4
Morgan Stanley
4
Morgan Stanley
New York
$155M
5
Goldman Sachs
5
Goldman Sachs
New York
$89.3M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$185M
2
Bank of America
2
Bank of America
North Carolina
$850M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.85M
4
MSCM
4
McElhenny Sheffield Capital Management
Texas
$576K
5
SQA
5
Simon Quick Advisors
New Jersey
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Worth Asset Management
Texas
$29.3M +$22.1M +220,309 +307%
CPFP
27
Clear Perspectives Financial Planning
Ohio
$29.1M +$1.39M +13,889 +5%
Citadel Advisors
28
Citadel Advisors
Florida
$29M +$23M +229,348 +382%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$28.5M -$2.69M -26,785 -9%
AWS
30
Atria Wealth Solutions
New York
$27.8M +$2.19M +21,866 +9%
DWM
31
Destination Wealth Management
California
$26.6M +$26.6M +264,860 New
LPL Financial
32
LPL Financial
California
$25.5M +$17.7M +176,697 +227%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$24.3M +$7.46M +74,449 +44%
AC
34
AWM Capital
Arizona
$21.9M +$4.6M +45,803 +26%
TC
35
Telemus Capital
Michigan
$20.7M +$11.8M +118,021 +133%
IWMA
36
Ironwood Wealth Management (Arizona)
Arizona
$17.1M – – –
OFW
37
Omnia Family Wealth
Florida
$14.9M -$1.39M -13,835 -9%
Jane Street
38
Jane Street
New York
$14.8M -$6.49M -64,721 -30%
TM
39
Titan Managers
Arizona
$14.2M +$1.66M +16,517 +13%
MAM
40
Meeder Asset Management
Ohio
$14.1M -$7.52M -75,014 -35%
BIP
41
Blueprint Investment Partners
North Carolina
$14.1M +$14.1M +140,765 New
CFM
42
Capricorn Fund Managers
United Kingdom
$13.7M – – –
SQA
43
Simon Quick Advisors
New Jersey
$13.4M -$20.6M -205,182 -61%
BlackRock
44
BlackRock
New York
$12.5M +$12.5M +124,675 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$12.3M +$1.82M +18,115 +17%
TIAM2
46
Tru Independence Asset Management 2
Oregon
$11.5M +$963K +9,605 +9%
GWM
47
Greenwich Wealth Management
Connecticut
$11.2M +$11.2M +111,680 New
TIM
48
Tortoise Investment Management
New York
$11.2M +$3.75M +37,427 +51%
MWM
49
MorganRosel Wealth Management
Colorado
$10.9M +$10.9M +108,372 New
BCM
50
Brookstone Capital Management
Illinois
$10.4M +$906K +9,046 +10%
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