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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.39%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.81%
New
96
Increased
107
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$848M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$123M
3
Morgan Stanley
3
Morgan Stanley
New York
$257M
4
AWS
4
AJ Wealth Strategies
New York
$93.5M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$90M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$488M
2
CIA
2
Choate Investment Advisors
Massachusetts
$7.37M
3
MWM
3
Merriman Wealth Management
Washington
$14.3M
4
SW
4
SVB Wealth
Massachusetts
$100M
5
CS
5
Credit Suisse
Switzerland
$581K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$39M -$3.07M -30,683 -7%
TC
27
TownSquare Capital
Utah
$38.2M +$6.91M +68,975 +22%
RJA
28
Raymond James & Associates
Florida
$38M +$35M +349,773 +1,193%
HI
29
Harper Investing
California
$37.8M +$37.8M +377,742 New
AWS
30
Atria Wealth Solutions
New York
$35M +$7.27M +72,583 +26%
WFMPM
31
Woodley Farra Manion Portfolio Management
Indiana
$34.6M -$4.55M -45,413 -12%
PFO
32
Pathstone Family Office
New Jersey
$33.7M +$33.7M +336,634 New
WAM
33
Worth Asset Management
Texas
$33.1M +$3.85M +38,470 +13%
BFG
34
Bleakley Financial Group
New Jersey
$32.6M +$32.6M +325,969 New
RAG
35
RIA Advisory Group
Iowa
$32.3M +$32.3M +439,991 New
BTI
36
Blue Trust Inc
Georgia
$31.9M -$3.92M -39,079 -11%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$28.4M -$114K -1,141 -0.4%
DWM
38
Destination Wealth Management
California
$27.6M +$1.03M +10,269 +4%
BIP
39
Blueprint Investment Partners
North Carolina
$24M +$9.87M +98,609 +70%
CAN
40
Cetera Advisor Networks
California
$23.9M +$17.3M +173,072 +262%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$23.2M +$10.9M +108,821 +88%
SFA
42
Sequoia Financial Advisors
Ohio
$22.3M +$22.3M +222,888 New
PEA
43
Park Edge Advisors
Ohio
$21.7M +$21.7M +216,224 New
CCFM
44
Clear Creek Financial Management
Washington
$21.4M +$20.8M +207,712 +3,537%
WCG
45
Wall Capital Group
Arizona
$21.1M +$20.3M +202,514 +2,426%
BlackRock
46
BlackRock
New York
$20.3M +$7.77M +77,632 +62%
TC
47
Telemus Capital
Michigan
$19.6M -$1.15M -11,517 -6%
AC
48
AWM Capital
Arizona
$19.3M -$2.55M -25,443 -12%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$18.7M +$9.9M +98,842 +112%
MSCM
50
McElhenny Sheffield Capital Management
Texas
$18.1M +$17.6M +175,343 +3,051%
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