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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

152 hedge funds and large institutions have $3.17B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
152
Holders Change
+69
Holders Change %
+83.13%
% of All Funds
2.57%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.39%
New
82
Increased
48
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.06B
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$180M
3
ACM
3
AlphaStar Capital Management
North Carolina
$253M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.4M
5
CIA
5
Choate Investment Advisors
Massachusetts
$137M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
IWMA
2
Ironwood Wealth Management (Arizona)
Arizona
$17.1M
3
TF
3
Trek Financial
Arizona
$0
4
TC
4
Telemus Capital
Michigan
$8.9M
5
RVPG
5
Relative Value Partners Group
$9.54M
Name Market Value Shares Shares
Change 		Shares
Change %
C
76
Certuity
Florida
$1.71M 17,074 +7 +0%
AFP
77
Ausdal Financial Partners
Iowa
$1.66M 16,619 +16,619 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$1.62M 16,166 +16,166 New
CHAM
79
Clear Harbor Asset Management
Connecticut
$1.48M 14,800 +14,800 New
SFS
80
Security Financial Services
Indiana
$1.46M 14,565 +14,565 New
ASN
81
Advisory Services Network
Georgia
$1.39M 13,917 +13,917 New
BCM
82
Brasada Capital Management
Texas
$1.39M 13,858 +13,858 New
NA
83
NewEdge Advisors
Louisiana
$1.36M 13,538 +13,538 New
LWAM
84
Legacy Wealth Asset Management
Minnesota
$1.34M 13,392 +13,392 New
CLOS
85
Compagnie Lombard Odier SCmA
Switzerland
$1.25M 12,495 +1,250 +11%
KFAA
86
Klaas Financial Asset Advisors
Illinois
$1.21M 12,032 – –
AF
87
Allworth Financial
California
$1.17M 11,636 +11,601 +33,146%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$1.16M 11,621 +11,621 New
WP
89
WealthSource Partners
California
$1.12M 11,207 +11,207 New
RIA
90
Realta Investment Advisors
Delaware
$1.09M 10,854 -1,555 -13%
GWS
91
Glassman Wealth Services
Virginia
$1.07M 10,720 -1,430 -12%
VFA
92
Valeo Financial Advisors
Indiana
$1M 9,994 +9,994 New
CFFP
93
Center for Financial Planning
Michigan
$1M 9,992 +9,992 New
OC
94
Oppenheimer & Co
New York
$965K 9,638 +298 +3%
QPWM
95
Quadrant Private Wealth Management
Pennsylvania
$908K 9,072 -2,859 -24%
MML Investors Services
96
MML Investors Services
Massachusetts
$908K 9,067 +9,067 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$763K 7,623 +7,623 New
EP
98
Eudaimonia Partners
Tennessee
$753K 7,520 – –
AA
99
Advisory Alpha
Michigan
$741K 7,401 +7,401 New
BIA
100
Bell Investment Advisors
California
$702K 7,007 +7,007 New
2 3
4
5 6