SGOV icon

iShares 0-3 Month Treasury Bond ETF

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$74.7M -$745K -7,433 -1%
Polen Capital Management
27
Polen Capital Management
Florida
$67.9M +$67.9M +5,005 New
EPM
28
Elm Partners Management
Pennsylvania
$61.3M -$73.7M -734,726 -55%
RCA
29
Resonant Capital Advisors
Wisconsin
$58.7M +$4.75M +47,410 +9%
SS
30
Simplicity Solutions
Minnesota
$58.5M +$7.93M +79,066 +16%
ACM
31
AlphaStar Capital Management
North Carolina
$57M -$8.93M -89,051 -14%
BFG
32
Bleakley Financial Group
New Jersey
$56.5M +$7.16M +71,373 +15%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$56.1M +$29.8M +297,397 +114%
BL
34
Balentine LLC
Georgia
$55.7M +$23.5M +234,759 +73%
CPG
35
Custom Portfolio Group
Colorado
$53.9M +$53.9M +585,826 New
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$52M +$14.8M +147,283 +40%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$50.7M -$31.8M -317,258 -39%
PCIG
38
Partners Capital Investment Group
Massachusetts
$48.3M -$11.1M -110,288 -19%
Stifel Financial
39
Stifel Financial
Missouri
$47.1M +$16.9M +168,879 +56%
Wells Fargo
40
Wells Fargo
California
$46.9M -$1.72M -17,144 -4%
AC
41
AWM Capital
Arizona
$46.1M -$5.2M -51,837 -10%
MSWM
42
Mader & Shannon Wealth Management
Missouri
$43.9M +$21.7M +216,595 +98%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$43.6M -$18.2M -181,453 -29%
WS
44
Wedbush Securities
California
$40.7M -$34.4M -343,070 -46%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$39.8M -$1.05M -10,513 -3%
CI
46
CX Institutional
Indiana
$39.7M +$39.7M +395,867 New
SFSG
47
Sound Financial Strategies Group
Mississippi
$39.4M -$24.7M -246,414 -39%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$38.5M +$38.5M +383,670 New
OWM
49
Orgel Wealth Management
Wisconsin
$37M +$37M +369,499 New
LSAG
50
Lake Street Advisors Group
New Hampshire
$36.5M -$16M -160,003 -31%