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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
1.44%
New
130
Increased
229
Reduced
120
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$366M
2
Cerity Partners
2
Cerity Partners
New York
$189M
3
EPM
3
Elm Partners Management
Pennsylvania
$136M
4
Morgan Stanley
4
Morgan Stanley
New York
$470M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$147M

Top Sellers

1
BWS
1
Buck Wealth Strategies
Colorado
$5.9M
2
CCA
2
Clearwater Capital Advisors
Illinois
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.31M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$63.3M
5
WAM
5
Worth Asset Management
Texas
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$66.2M -$2.27M -22,584 -3%
ACM
27
AlphaStar Capital Management
North Carolina
$66.2M +$20.9M +207,714 +46%
SFSG
28
Sound Financial Strategies Group
Mississippi
$64.4M +$53.5M +531,824 +495%
AIP
29
Almanack Investment Partners
Pennsylvania
$63.3M -$28.1M -279,193 -31%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$62M +$367K +3,647 +0.6%
ACM
31
Advisors Capital Management
New Jersey
$60.7M +$60.7M +603,346 New
PCIG
32
Partners Capital Investment Group
Massachusetts
$59.6M +$5.79M +57,546 +11%
ACP
33
Aveo Capital Partners
Colorado
$57.7M +$48.3M +480,238 +515%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$57M +$41.4M +410,944 +265%
NP
35
NorthRock Partners
Minnesota
$55.1M +$22.4M +222,745 +69%
RCA
36
Resonant Capital Advisors
Wisconsin
$54.2M +$15.6M +155,309 +41%
LSAG
37
Lake Street Advisors Group
New Hampshire
$52.7M -$4.42M -43,953 -8%
AC
38
AWM Capital
Arizona
$51.5M +$9.59M +95,272 +23%
SS
39
Simplicity Solutions
Minnesota
$50.8M +$5.98M +59,391 +13%
Renaissance Technologies
40
Renaissance Technologies
New York
$50.5M +$15.5M +153,900 +44%
BFG
41
Bleakley Financial Group
New Jersey
$49.5M +$5.49M +54,577 +12%
TF
42
Trek Financial
Arizona
$49.3M -$8.51M -84,486 -15%
Wells Fargo
43
Wells Fargo
California
$48.9M +$48.6M +482,481 +17,362%
HIM
44
Hanlon Investment Management
New Jersey
$47.4M +$33M +327,462 +228%
EF
45
Empowered Funds
Pennsylvania
$46.3M -$7.76M -77,367 -14%
RAG
46
RIA Advisory Group
Iowa
$44.5M -$1.32M -13,077 -3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$41M +$41M +407,305 New
NHFG
48
New Harbor Financial Group
Massachusetts
$40M -$8.52M -84,584 -18%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$37.4M +$13.3M +132,262 +55%
CG
50
Colony Group
Massachusetts
$35M +$8.3M +82,425 +31%
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