SGOV icon

iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.39%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.81%
New
96
Increased
107
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$848M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$123M
3
Morgan Stanley
3
Morgan Stanley
New York
$257M
4
AWS
4
AJ Wealth Strategies
New York
$93.5M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$90M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$488M
2
CIA
2
Choate Investment Advisors
Massachusetts
$7.37M
3
MWM
3
Merriman Wealth Management
Washington
$14.3M
4
SW
4
SVB Wealth
Massachusetts
$100M
5
CS
5
Credit Suisse
Switzerland
$581K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Virtue Capital Management
Tennessee
$17.1M +$17.1M +171,086 New
ACA
52
Aptus Capital Advisors
Alabama
$16.7M +$16.7M +166,552 New
CA
53
Clearstead Advisors
Ohio
$16.2M +$16.2M +161,400 New
Truist Financial
54
Truist Financial
North Carolina
$15.3M +$11.2M +111,966 +274%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$14.9M +$7.52M +75,095 +102%
CPFP
56
Clear Perspectives Financial Planning
Ohio
$14.7M -$14.4M -143,420 -49%
SPIA
57
Steward Partners Investment Advisory
New York
$14.4M +$14.4M +143,868 +248,048%
MWM
58
Merriman Wealth Management
Washington
$14.3M -$133M -1,327,299 -90%
MAM
59
Meeder Asset Management
Ohio
$14.2M +$125K +1,252 +0.9%
TIM
60
Tortoise Investment Management
New York
$13.9M +$2.73M +27,288 +25%
CFM
61
Capricorn Fund Managers
United Kingdom
$13.7M – – –
CL
62
Cabana LLC
Arkansas
$13.7M +$13.7M +137,089 New
TM
63
Titan Managers
Arizona
$13.6M -$640K -6,393 -5%
FIA
64
Foundations Investment Advisors
Arizona
$13.4M +$13M +129,537 +3,378%
OAM
65
Oppenheimer Asset Management
New York
$13.2M +$5.85M +58,406 +79%
GWM
66
Greenwich Wealth Management
Connecticut
$12.9M +$1.67M +16,668 +15%
CC
67
Cypress Capital
Tennessee
$12.8M +$12.8M +127,523 New
IA
68
IFP Advisors
Florida
$12.7M +$12.6M +126,164 +12,491%
BCM
69
Brookstone Capital Management
Illinois
$12.1M +$1.7M +16,968 +16%
AP
70
Advisors Preferred
Maryland
$11.6M +$611K +6,100 +6%
CP
71
Clayton Partners
California
$11.2M +$11.2M +111,574 New
TPW
72
Transatlantique Private Wealth
New York
$11M +$9.27M +125,893 +543%
WFA
73
Wellspring Financial Advisors
Ohio
$10.5M +$1.9M +18,927 +22%
PWM
74
Perigon Wealth Management
California
$10M +$1.58M +15,758 +19%
UCFA
75
United Capital Financial Advisors
Texas
$9.95M +$5.76M +57,559 +138%
1 2
3
4 5