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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

201 hedge funds and large institutions have $3.82B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.48%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.64%
New
66
Increased
69
Reduced
44
Closed
16
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$457K

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$189M
2
MWM
2
Merriman Wealth Management
Washington
$147M
3
AP
3
Advisors Preferred
Maryland
$107M
4
Morgan Stanley
4
Morgan Stanley
New York
$155M
5
Goldman Sachs
5
Goldman Sachs
New York
$89.3M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$185M
2
Bank of America
2
Bank of America
North Carolina
$850M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.85M
4
MSCM
4
McElhenny Sheffield Capital Management
Texas
$576K
5
SQA
5
Simon Quick Advisors
New Jersey
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
76
Glen Eagle Advisors
New Jersey
$4.84M 48,263 +4,191 +10%
AAS
77
Avantax Advisory Services
Texas
$4.71M 46,958 +26,940 +135%
MERSOM
78
Municipal Employees' Retirement System of Michigan
Michigan
$4.45M 44,355 – –
HGWM
79
Harvest Group Wealth Management
Massachusetts
$4.39M 43,762 +1,451 +3%
VA
80
Valmark Advisers
Ohio
$4.28M 42,664 +14,880 +54%
UCFA
81
United Capital Financial Advisors
Texas
$4.19M 41,816 +41,816 New
TYCC
82
Texas Yale Capital Corp
Florida
$4.13M 41,200 -6,100 -13%
Truist Financial
83
Truist Financial
North Carolina
$4.1M 40,898 -595 -1%
BAM
84
BTS Asset Management
Massachusetts
$4.07M 40,561 -2,846 -7%
EWMCB
85
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.99M 39,823 +39,823 New
CF
86
Centaurus Financial
California
$3.93M 39,216 +39,216 New
CG
87
Colony Group
Massachusetts
$3.84M 38,318 +38,318 New
BIA
88
Bell Investment Advisors
California
$3.72M 37,103 +30,096 +430%
AWM
89
AE Wealth Management
Kansas
$3.67M 36,549 +34,373 +1,580%
NMG
90
New Millennium Group
Utah
$3.33M 33,195 +33,195 New
SIAM
91
Sterling Investment Advisors (Missouri)
Missouri
$3.18M 31,697 +12,293 +63%
CHAM
92
Clear Harbor Asset Management
Connecticut
$3.1M 30,915 +16,115 +109%
MML Investors Services
93
MML Investors Services
Massachusetts
$3.02M 30,064 +20,997 +232%
P
94
&Partners
Tennessee
$3.01M 29,985 +29,985 New
RJA
95
Raymond James & Associates
Florida
$2.94M 29,318 -88,900 -75%
Lido Advisors
96
Lido Advisors
California
$2.62M 26,113 +26,113 New
AssetMark Inc
97
AssetMark Inc
California
$2.52M 25,129 +19,775 +369%
MA
98
Mutual Advisors
Nebraska
$2.51M 25,043 +25,043 New
LCC
99
Lincoln Capital Corp
Rhode Island
$2.48M 24,756 -8,578 -26%
TPW
100
Transatlantique Private Wealth
New York
$2.32M 23,166 +5,924 +34%
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4
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