SGOV icon

iShares 0-3 Month Treasury Bond ETF

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
Net Calls
+$3.36M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$28.7M +$196K +1,952 +0.7%
DWM
52
Destination Wealth Management
California
$28.4M +$738K +7,335 +3%
SFA
53
Sequoia Financial Advisors
Ohio
$28.3M +$5.92M +58,896 +26%
Mariner
54
Mariner
Kansas
$27.9M +$21.6M +215,222 +346%
RCS
55
Retirement Capital Strategies
California
$27.3M +$22.7M +226,137 +496%
TW
56
Transform Wealth
Colorado
$26.4M +$26.4M +262,439 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$24.7M +$1.42M +14,097 +6%
SFSG
58
Sound Financial Strategies Group
Mississippi
$24.2M +$24.2M +241,001 New
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$23.5M +$23.5M +234,001 New
BTI
60
Blue Trust Inc
Georgia
$21.9M -$9.92M -99,012 -31%
MSAM
61
Moloney Securities Asset Management
Missouri
$21.8M +$14.9M +147,740 +213%
TIM
62
Tortoise Investment Management
New York
$20.7M +$6.74M +67,039 +48%
AC
63
Arjuna Capital
North Carolina
$20.1M +$20.1M +200,289 New
Stifel Financial
64
Stifel Financial
Missouri
$19M -$23.8M -236,631 -56%
IA
65
IFP Advisors
Florida
$18.8M +$6.03M +60,308 +47%
TC
66
Telemus Capital
Michigan
$18.5M -$1.15M -11,479 -6%
CFM
67
Capricorn Fund Managers
United Kingdom
$17.7M +$3.92M +38,968 +28%
SI
68
Stephens Inc
Arkansas
$17.6M +$17.2M +170,954 +4,080%
LHWM
69
Lake Hills Wealth Management
Texas
$17.4M +$17M +168,590 +3,703%
PFO
70
Pathstone Family Office
New Jersey
$16.9M -$17M -168,715 -50%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$16.6M +$16.6M +164,950 New
CA
72
Clearstead Advisors
Ohio
$16.3M +$18.5K +184 +0.1%
OMC
73
Old Mission Capital
Illinois
$16.2M +$16.2M +161,505 New
FGA
74
Fortis Group Advisors
New Jersey
$16.2M +$16.2M +161,462 New
RCA
75
Resonant Capital Advisors
Wisconsin
$16M +$16M +159,165 New