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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 Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$2.23M +$2.23M +22,266 New
CLOS
102
Compagnie Lombard Odier SCmA
Switzerland
$2.23M +$978K +9,750 +78%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2.22M -$19.3M -192,358 -90%
BTWM
104
Baker Tilly Wealth Management
Wisconsin
$2.17M +$2.17M +21,631 New
TC
105
TAP Consulting
Missouri
$1.94M +$1.94M +19,319 New
HWM
106
Howard Wealth Management
Connecticut
$1.92M +$201K +2,000 +12%
CL
107
COWA LLC
Oklahoma
$1.79M -$11.8M -118,111 -87%
WP
108
WealthSource Partners
California
$1.75M +$627K +6,253 +56%
AF
109
Allworth Financial
California
$1.72M +$552K +5,511 +47%
OC
110
Oppenheimer & Co
New York
$1.64M +$676K +6,738 +70%
AFP
111
Ausdal Financial Partners
Iowa
$1.6M -$64.7K -645 -4%
C
112
Certuity
Florida
$1.55M -$166K -1,659 -10%
ASN
113
Advisory Services Network
Georgia
$1.4M +$1.6K +16 +0.1%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$1.35M -$272K -2,713 -17%
LWAM
115
Legacy Wealth Asset Management
Minnesota
$1.34M – – –
TAM
116
Tucker Asset Management
Colorado
$1.31M +$1.31M +13,073 New
HF
117
HRT Financial
New York
$1.31M +$1.31M +13,041 New
SFS
118
Security Financial Services
Indiana
$1.3M -$156K -1,560 -11%
LIM
119
Leavell Investment Management
Alabama
$1.26M +$958K +9,556 +320%
VBFG
120
Vishria Bird Financial Group
Tennessee
$1.25M +$1.25M +12,425 New
KFAA
121
Klaas Financial Asset Advisors
Illinois
$1.21M – – –
SWM
122
Selective Wealth Management
Virginia
$1.2M +$1.2M +11,947 New
RIA
123
Realta Investment Advisors
Delaware
$1.11M +$24.2K +241 +2%
SIAG
124
Safeguard Investment Advisory Group
California
$1.08M +$1.08M +10,726 New
GIA
125
Gladstone Institutional Advisory
Florida
$1.02M +$1.02M +10,144 New
3 4
5
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