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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$863M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$125M
3
CIM
3
Confluence Investment Management
Missouri
$99.5M
4
NP
4
NorthRock Partners
Minnesota
$152M
5
RJA
5
Raymond James & Associates
Florida
$111M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
SCA
2
Stuart Chaussee & Associates
California
$257K
3
Bank of America
3
Bank of America
North Carolina
$464M
4
Cerity Partners
4
Cerity Partners
New York
$93.2M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$36.4M +$36.4M +363,252 New
AF
52
Allworth Financial
California
$35M +$25.1M +250,376 +255%
SFA
53
Sequoia Financial Advisors
Ohio
$34.7M +$839K +8,371 +2%
BlackRock
54
BlackRock
New York
$34.6M +$5.56M +55,449 +19%
Millennium Management
55
Millennium Management
New York
$32.6M +$4.04M +40,306 +14%
VWM
56
Vigilare Wealth Management
Arizona
$32.3M -$618K -6,161 -2%
CCFM
57
Clear Creek Financial Management
Washington
$31.9M -$2.59M -25,856 -8%
EFA
58
Efficient Frontier Advisors
Connecticut
$31.4M +$31.4M +313,470 New
AIP
59
Almanack Investment Partners
Pennsylvania
$31.4M -$31.6M -315,086 -50%
TIA
60
Traphagen Investment Advisors
New Jersey
$30.8M +$1.05M +10,516 +4%
Corient Private Wealth
61
Corient Private Wealth
Florida
$29.6M -$3.51M -35,038 -11%
FWM
62
Focused Wealth Management
New York
$29.2M +$2.88M +28,705 +11%
SW
63
SVB Wealth
Massachusetts
$29.1M -$4.32M -43,053 -13%
CFM
64
Capricorn Fund Managers
United Kingdom
$29M – – –
3C
65
325 Capital
New York
$28.5M +$28.5M +284,137 New
UCFA
66
United Capital Financial Advisors
Texas
$28.1M +$8.29M +82,712 +42%
AWM
67
Axxcess Wealth Management
California
$28M +$12.1M +120,911 +76%
HighTower Advisors
68
HighTower Advisors
Illinois
$27.9M +$9.55M +95,216 +52%
ACP
69
Aveo Capital Partners
Colorado
$27.5M -$30M -298,920 -52%
CW
70
Connectus Wealth
Ohio
$27.5M +$6.85M +68,270 +33%
EK
71
Evensky & Katz
Florida
$27.1M +$27.1M +270,041 +48,744%
BCM
72
BML Capital Management
Indiana
$27.1M – – –
WFA
73
Wellspring Financial Advisors
Ohio
$27M +$2.18M +21,728 +9%
SAM
74
Synergy Asset Management
Washington
$26.7M +$10.1M +100,530 +61%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$26.2M -$4.29M -42,818 -14%
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