SGOV icon

iShares 0-3 Month Treasury Bond ETF

152 hedge funds and large institutions have $3.17B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
152
Holders Change
+69
Holders Change %
+83.13%
% of All Funds
2.57%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.39%
New
82
Increased
48
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$6.05M +$6.05M +60,362 New
Citadel Advisors
52
Citadel Advisors
Florida
$6.01M -$5.07M -50,600 -46%
OAM
53
Oppenheimer Asset Management
New York
$5.89M +$137K +1,368 +2%
FFS
54
Founders Financial Securities
Maryland
$5.66M +$5.66M +56,561 New
PWM
55
Perigon Wealth Management
California
$5.56M +$4.78M +47,762 +615%
WWM
56
WT Wealth Management
Arizona
$5.34M +$5.34M +53,359 New
BPA
57
Beacon Pointe Advisors
California
$5.01M
TYCC
58
Texas Yale Capital Corp
Florida
$4.74M +$4.74M +47,300 New
WS
59
Wedbush Securities
California
$4.46M +$58.3K +582 +1%
MERSOM
60
Municipal Employees' Retirement System of Michigan
Michigan
$4.44M +$4.44M +44,355 New
GEA
61
Glen Eagle Advisors
New Jersey
$4.41M +$4.41M +44,072 New
BAM
62
BTS Asset Management
Massachusetts
$4.35M +$4.35M +43,407 New
HGWM
63
Harvest Group Wealth Management
Massachusetts
$4.24M +$4.24M +42,311 New
Truist Financial
64
Truist Financial
North Carolina
$4.15M +$4.15M +41,493 New
AIP
65
Almanack Investment Partners
Pennsylvania
$4M +$4M +39,972 New
RCS
66
Retirement Capital Strategies
California
$3.7M +$3.7M +36,945 New
LCC
67
Lincoln Capital Corp
Rhode Island
$3.34M +$2.8M +28,019 +527%
DCM
68
Donaldson Capital Management
Indiana
$2.97M +$2.97M +29,611 New
PP
69
Prudential plc
United Kingdom
$2.9M +$1.4M +14,000 +93%
VA
70
Valmark Advisers
Ohio
$2.78M +$748K +7,473 +37%
YIA
71
YHB Investment Advisors
Connecticut
$2.25M +$2.25M +22,500 New
AAS
72
Avantax Advisory Services
Texas
$2M +$2.3K +23 +0.1%
SIAM
73
Sterling Investment Advisors (Missouri)
Missouri
$1.94M +$1.94M +19,404 New
TPW
74
Transatlantique Private Wealth
New York
$1.73M +$1.73M +17,242 New
HWM
75
Howard Wealth Management
Connecticut
$1.71M +$1.71M +17,100 New