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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

201 hedge funds and large institutions have $3.82B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.48%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.64%
New
66
Increased
69
Reduced
44
Closed
16
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$457K

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$189M
2
MWM
2
Merriman Wealth Management
Washington
$147M
3
AP
3
Advisors Preferred
Maryland
$107M
4
Morgan Stanley
4
Morgan Stanley
New York
$155M
5
Goldman Sachs
5
Goldman Sachs
New York
$89.3M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$185M
2
Bank of America
2
Bank of America
North Carolina
$850M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.85M
4
MSCM
4
McElhenny Sheffield Capital Management
Texas
$576K
5
SQA
5
Simon Quick Advisors
New Jersey
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
51
Relative Value Partners Group
$9.59M +$33.1K +330 +0.3%
LWANC
52
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.42M +$1.65M +16,445 +21%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$8.85M -$71.3M -710,886 -89%
WFA
54
Wellspring Financial Advisors
Ohio
$8.62M -$226K -2,252 -3%
PWM
55
Perigon Wealth Management
California
$8.43M +$2.87M +28,576 +51%
WIC
56
Woodmont Investment Counsel
Tennessee
$8.33M +$1.07M +10,651 +15%
MW
57
MBL Wealth
North Carolina
$8.22M +$373K +3,717 +5%
PC
58
Pecaut & Co
Iowa
$7.65M +$7.65M +76,312 New
FFS
59
Founders Financial Securities
Maryland
$7.54M +$1.87M +18,667 +33%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$7.41M +$7.07M +70,484 +2,038%
OAM
61
Oppenheimer Asset Management
New York
$7.39M +$1.49M +14,872 +25%
CWM
62
Curi Wealth Management
North Carolina
$7.18M +$7.18M +71,628 New
SPWM
63
Spartan Planning & Wealth Management
North Carolina
$7.17M +$7.17M +71,464 New
Mariner
64
Mariner
Kansas
$6.63M -$3.01M -30,051 -31%
CAN
65
Cetera Advisor Networks
California
$6.63M +$6.13M +61,141 +1,235%
BCM
66
Brasada Capital Management
Texas
$6.62M +$5.23M +52,173 +376%
BRWA
67
B. Riley Wealth Advisors
Florida
$6.35M +$6.35M +63,280 New
DCM
68
Donaldson Capital Management
Indiana
$6.29M +$3.32M +33,122 +112%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$6.06M -$4.72M -47,070 -44%
BWS
70
Buck Wealth Strategies
Colorado
$5.8M +$5.8M +57,589 New
SIA
71
SeaBridge Investment Advisors
New Jersey
$5.35M -$6.34M -63,241 -54%
WWM
72
WT Wealth Management
Arizona
$5.21M -$140K -1,397 -3%
WS
73
Wedbush Securities
California
$5.18M +$716K +7,142 +16%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$4.95M +$4.95M +49,339 New
CBA
75
Coastal Bridge Advisors
Connecticut
$4.88M +$4.88M +48,672 New
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