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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.

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 %
KWM
101
Kingsview Wealth Management
Oregon
$16.9M +$3.64M +36,171 +27%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$16.7M +$16.7M +166,081 New
SAM
103
Synergy Asset Management
Washington
$16.7M +$16.7M +165,915 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$16.7M +$2.79M +27,684 +20%
TC
105
Telemus Capital
Michigan
$16.1M -$924K -9,178 -5%
AWM
106
Axxcess Wealth Management
California
$16M +$2.47M +24,551 +18%
NA
107
Nottingham Advisors
New York
$16M +$340K +3,909 +2%
FGA
108
Fortis Group Advisors
New Jersey
$15.8M -$1.13M -11,214 -7%
SPIA
109
Steward Partners Investment Advisory
New York
$15.1M +$170K +1,692 +1%
MSCM
110
McElhenny Sheffield Capital Management
Texas
$14.9M +$14.9M +147,731 New
Truist Financial
111
Truist Financial
North Carolina
$14.9M +$5.64M +55,997 +61%
TM
112
Titan Managers
Arizona
$14.8M +$1.47M +14,620 +11%
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$14.7M +$14.7M +145,763 New
BCM
114
Brookstone Capital Management
Illinois
$14.1M +$1.95M +19,402 +16%
RCS
115
Retirement Capital Strategies
California
$13.9M +$9.7M +96,351 +232%
BAAM
116
Baker Avenue Asset Management
California
$13.4M +$13.3M +131,807 +11,402%
CL
117
Cabana LLC
Arkansas
$13.4M +$13.4M +132,903 New
OPS
118
Orion Portfolio Solutions
Nebraska
$13.2M +$9.37M +93,030 +243%
BCI
119
Brinker Capital Investments
Pennsylvania
$13.2M +$9.37M +93,030 +243%
WA
120
Waverly Advisors
Alabama
$13.1M +$3.15M +31,287 +32%
ERIM
121
Eagle Ridge Investment Management
Connecticut
$12.9M +$1.7M +16,897 +15%
Creative Planning
122
Creative Planning
Kansas
$12.9M +$8.02M +79,671 +164%
WAM
123
Worth Asset Management
Texas
$12.5M -$24.5M -243,214 -66%
GWM
124
Greenwich Wealth Management
Connecticut
$12.3M -$971K -9,642 -7%
AP
125
Advisors Preferred
Maryland
$12.1M -$289K -2,880 -2%
3 4
5
6 7