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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.39%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.81%
New
96
Increased
107
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$848M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$123M
3
Morgan Stanley
3
Morgan Stanley
New York
$257M
4
AWS
4
AJ Wealth Strategies
New York
$93.5M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$90M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$488M
2
CIA
2
Choate Investment Advisors
Massachusetts
$7.37M
3
MWM
3
Merriman Wealth Management
Washington
$14.3M
4
SW
4
SVB Wealth
Massachusetts
$100M
5
CS
5
Credit Suisse
Switzerland
$581K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
76
Spartan Planning & Wealth Management
North Carolina
$9.88M +$2.72M +27,186 +38%
CF
77
Centaurus Financial
California
$9.88M +$5.95M +59,393 +151%
WF
78
Williams Financial
Vermont
$9.61M +$9.61M +95,995 New
AWM
79
Accurate Wealth Management
Florida
$9.52M +$9.52M +94,959 New
CWM
80
Curi Wealth Management
North Carolina
$9.27M +$2.1M +20,958 +29%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.16M -$255K -2,543 -3%
SMC
82
Smith, Moore & Co
Missouri
$9.04M +$9.04M +90,247 New
FAP
83
Financial Advisory Partners
Florida
$9.02M +$9.02M +90,030 New
PC
84
Pecaut & Co
Iowa
$8.95M +$1.31M +13,083 +17%
OWA
85
Outlook Wealth Advisors
Texas
$8.61M +$8.61M +86,017 New
Citadel Advisors
86
Citadel Advisors
Florida
$8.28M -$20.7M -206,650 -71%
Millennium Management
87
Millennium Management
New York
$8.1M +$8.1M +80,891 New
WIC
88
Woodmont Investment Counsel
Tennessee
$7.76M -$563K -5,627 -7%
MWM
89
MorganRosel Wealth Management
Colorado
$7.75M -$3.1M -30,937 -29%
FFS
90
Founders Financial Securities
Maryland
$7.7M +$170K +1,700 +2%
Brown Advisory
91
Brown Advisory
Maryland
$7.69M +$7.69M +76,744 New
AF
92
Allworth Financial
California
$7.69M +$5.97M +59,596 +348%
PGFC
93
Peapack-Gladstone Financial Corp
New Jersey
$7.48M +$7.48M +74,680 New
CIA
94
Choate Investment Advisors
Massachusetts
$7.37M -$179M -1,785,503 -96%
KDA
95
Kraft Davis & Associates
Missouri
$7.37M +$7.37M +73,483 New
BRWA
96
B. Riley Wealth Advisors
Florida
$6.95M +$610K +6,093 +10%
MSAM
97
Moloney Securities Asset Management
Missouri
$6.94M +$6.94M +69,333 New
SQA
98
Simon Quick Advisors
New Jersey
$6.61M -$6.76M -67,508 -51%
DCM
99
Donaldson Capital Management
Indiana
$6.36M +$82.1K +820 +1%
Mariner
100
Mariner
Kansas
$6.22M -$398K -3,971 -6%
2 3
4
5 6