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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 %
CG
101
Colony Group
Massachusetts
$6.2M +$2.37M +23,630 +62%
RSWM
102
Robertson Stephens Wealth Management
California
$6.03M +$6.03M +60,236 New
WWM
103
WT Wealth Management
Arizona
$5.77M +$565K +5,640 +11%
SIAM
104
Sterling Investment Advisors (Missouri)
Missouri
$5.66M +$2.48M +24,785 +78%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$5.64M -$414K -4,136 -7%
BCM
106
Brasada Capital Management
Texas
$5.58M -$1.03M -10,270 -16%
AWM
107
AE Wealth Management
Kansas
$5.39M +$1.73M +17,264 +47%
AAS
108
Avantax Advisory Services
Texas
$5.35M +$652K +6,506 +14%
EWMCB
109
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.26M +$1.28M +12,745 +32%
WS
110
Wedbush Securities
California
$4.92M -$260K -2,596 -5%
NA
111
Nottingham Advisors
New York
$4.89M +$4.89M +48,843 New
IAA
112
Independent Advisor Alliance
North Carolina
$4.89M +$4.89M +48,790 New
MFS
113
Madrona Financial Services
Washington
$4.77M +$4.77M +47,596 New
WAG
114
Wallace Advisory Group
California
$4.67M +$4.67M +46,633 New
ST
115
Smithfield Trust
Pennsylvania
$4.62M +$4.62M +46,164 New
VA
116
Valmark Advisers
Ohio
$4.59M +$321K +3,202 +8%
RCS
117
Retirement Capital Strategies
California
$4.56M +$4.31M +43,067 +1,720%
CWP
118
Core Wealth Partners
California
$4.52M +$4.52M +45,634 New
MML Investors Services
119
MML Investors Services
Massachusetts
$4.48M +$1.47M +14,635 +49%
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
$4.44M – – –
GEA
121
Glen Eagle Advisors
New Jersey
$4.42M -$418K -4,175 -9%
HSWM
122
Hubbell Strickland Wealth Management
Louisiana
$4.39M +$4.39M +43,842 New
MOS
123
MGO One Seven
Ohio
$4.29M +$4.29M +42,794 New
TYCC
124
Texas Yale Capital Corp
Florida
$4.13M – – –
WAS
125
Winch Advisory Services
Wisconsin
$3.67M +$3.67M +36,611 New
3 4
5
6 7