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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

501 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 229 increasing their positions, 120 reducing their positions, and 28 closing their positions.

Holders
501
Holders Change
+98
Holders Change %
+24.32%
% of All Funds
7.99%
Holding in Top 10
90
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+28.57%
% of All Funds
1.44%
New
130
Increased
229
Reduced
120
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$366M
2
Cerity Partners
2
Cerity Partners
New York
$189M
3
EPM
3
Elm Partners Management
Pennsylvania
$136M
4
Morgan Stanley
4
Morgan Stanley
New York
$470M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$147M

Top Sellers

1
BWS
1
Buck Wealth Strategies
Colorado
$5.9M
2
CCA
2
Clearwater Capital Advisors
Illinois
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.31M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$63.3M
5
WAM
5
Worth Asset Management
Texas
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$34.7M +$2.33M +23,187 +7%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$34.5M +$29.8M +295,947 +628%
MWM
53
Merriman Wealth Management
Washington
$34.4M +$30.9M +306,756 +876%
SFA
54
Sequoia Financial Advisors
Ohio
$34M +$5.11M +50,769 +18%
Goldman Sachs
55
Goldman Sachs
New York
$33.8M +$12.9M +128,608 +62%
SW
56
SVB Wealth
Massachusetts
$33.6M -$11M -109,485 -25%
Corient Private Wealth
57
Corient Private Wealth
Florida
$33.2M +$27M +267,733 +429%
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$33.1M +$23.4M +232,554 +242%
VWM
59
Vigilare Wealth Management
Arizona
$33M +$10.4M +103,091 +46%
RJA
60
Raymond James & Associates
Florida
$32.9M +$7.17M +71,240 +28%
BL
61
Balentine LLC
Georgia
$32.3M +$29M +287,740 +870%
Brown Advisory
62
Brown Advisory
Maryland
$32M +$19.4M +193,084 +155%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$30.6M +$28.5M +283,444 +1,383%
Stifel Financial
64
Stifel Financial
Missouri
$30.3M +$7.88M +78,253 +35%
TIA
65
Traphagen Investment Advisors
New Jersey
$29.8M +$13.6M +135,365 +84%
CA
66
Clearstead Advisors
Ohio
$29.4M +$14.3M +142,138 +95%
BlackRock
67
BlackRock
New York
$29.2M -$1.72M -17,067 -6%
CFM
68
Capricorn Fund Managers
United Kingdom
$29.1M -$8.05M -79,972 -22%
Millennium Management
69
Millennium Management
New York
$28.7M +$11M +109,733 +63%
BCM
70
BML Capital Management
Indiana
$27.2M +$9.06M +90,000 +50%
EF
71
Empirical Finance
Pennsylvania
$26.9M -$11.2K -111 -0%
FWM
72
Focused Wealth Management
New York
$26.4M +$26.4M +262,331 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$26.3M +$946K +9,393 +4%
PC
74
Pecaut & Co
Iowa
$26.3M +$4.09M +40,629 +18%
SCI
75
Stableford Capital II
Arizona
$26.1M -$4.83M -47,937 -16%
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