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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

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
–

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$132M
2
SCA
2
Stuart Chaussee & Associates
California
$125M
3
AWM
3
AE Wealth Management
Kansas
$173M
4
Ameriprise
4
Ameriprise
Minnesota
$137M
5
Bank of America
5
Bank of America
North Carolina
$511M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$262K
2
3AM
2
3EDGE Asset Management
Florida
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$27.8M
4
Jane Street
4
Jane Street
New York
$68.5M
5
ACM
5
AlphaStar Capital Management
North Carolina
$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$53.8M +$53.8M +534,361 New
CCA
27
Clearwater Capital Advisors
Illinois
$50.1M +$2.38M +23,653 +5%
Cerity Partners
28
Cerity Partners
New York
$49.4M +$8.27M +82,226 +20%
NHFG
29
New Harbor Financial Group
Massachusetts
$48.5M +$13.3M +132,184 +38%
RAG
30
RIA Advisory Group
Iowa
$45.8M +$3.21M +31,946 +8%
ACM
31
AlphaStar Capital Management
North Carolina
$45.2M -$55.6M -552,227 -55%
SS
32
Simplicity Solutions
Minnesota
$44.8M -$281K -2,789 -0.6%
SW
33
SVB Wealth
Massachusetts
$44.6M -$46.9M -466,175 -51%
BFG
34
Bleakley Financial Group
New Jersey
$44M +$472K +4,686 +1%
NWM
35
NEIRG Wealth Management
Massachusetts
$43.1M -$2.84M -28,266 -6%
AWS
36
Atria Wealth Solutions
New York
$42.2M -$1.94M -19,296 -4%
AC
37
AWM Capital
Arizona
$41.9M +$12.6M +124,780 +43%
Citadel Advisors
38
Citadel Advisors
Florida
$39.3M +$837K +8,317 +2%
RCA
39
Resonant Capital Advisors
Wisconsin
$38.5M +$22.5M +223,848 +141%
CFM
40
Capricorn Fund Managers
United Kingdom
$37.1M +$19.4M +192,997 +110%
WAM
41
Worth Asset Management
Texas
$36.9M +$1M +9,983 +3%
EPM
42
Elm Partners Management
Pennsylvania
$36.1M +$36.1M +359,059 New
Renaissance Technologies
43
Renaissance Technologies
New York
$35M – – –
NP
44
NorthRock Partners
Minnesota
$32.6M +$32.6M +324,120 New
CCFM
45
Clear Creek Financial Management
Washington
$32.3M +$1.3M +12,964 +4%
BlackRock
46
BlackRock
New York
$30.9M -$38.2M -379,158 -55%
SCI
47
Stableford Capital II
Arizona
$30.8M +$30.8M +307,096 New
WFA
48
Wellspring Financial Advisors
Ohio
$30.7M +$1.45M +14,449 +5%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$29.2M +$4.44M +44,089 +18%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$29.1M -$17.3M -171,548 -37%
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