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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.

New
Increased
Maintained
Reduced
Closed
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 %
PFO
76
Pathstone Family Office
New Jersey
$25.5M +$8.75M +86,908 +52%
ST
77
Smithfield Trust
Pennsylvania
$25.4M +$18M +178,849 +244%
WFA
78
Wellspring Financial Advisors
Ohio
$25M -$5.72M -56,863 -19%
CM
79
Cercano Management
Washington
$24.7M +$22M +218,917 +828%
IA
80
IFP Advisors
Florida
$24.4M +$1.82M +18,095 +8%
IAIM
81
International Assets Investment Management
Florida
$24.3M +$24.3M +394,309 New
AIM
82
Astor Investment Management
Illinois
$24.2M +$24.2M +240,879 New
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$22.9M +$18.8M +186,756 +454%
AWS
84
Atria Wealth Solutions
New York
$22.5M -$19.7M -195,322 -47%
MSWM
85
Mader & Shannon Wealth Management
Missouri
$22.3M +$22.3M +221,379 New
TIM
86
Tortoise Investment Management
New York
$22.1M +$155K +1,540 +0.7%
VF
87
VitalStone Financial
Texas
$22.1M +$22.1M +219,600 New
CW
88
Connectus Wealth
Ohio
$20.7M +$20.7M +206,112 New
LAS
89
Lloyd Advisory Services
Georgia
$20.6M +$20.6M +227,828 New
NG
90
Norden Group
Utah
$20.6M +$20.6M +227,828 New
NCM
91
Northland Capital Management
Minnesota
$20.5M +$20.5M +203,387 New
UCFA
92
United Capital Financial Advisors
Texas
$19.9M -$1.97M -19,609 -9%
CF
93
Centaurus Financial
California
$19.9M +$4.2M +41,754 +27%
AI
94
Atria Investments
North Carolina
$19.5M +$8.01M +79,533 +70%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$18.8M +$16.8M +166,525 +841%
HighTower Advisors
96
HighTower Advisors
Illinois
$18.4M +$2.68M +26,646 +17%
AC
97
Arjuna Capital
North Carolina
$17.6M +$2.79M +27,708 +19%
SCP
98
Shorepoint Capital Partners
Massachusetts
$17.5M – – –
Mariner
99
Mariner
Kansas
$17.5M +$5.55M +55,087 +46%
CAMG
100
CWA Asset Management Group
Florida
$17.1M +$9.22M +91,630 +117%
2 3
4
5 6