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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.

New
Increased
Maintained
Reduced
Closed
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
3EDGE Asset Management
Florida
$189M
2
MWM
Merriman Wealth Management
Washington
$147M
3
AP
Advisors Preferred
Maryland
$107M
4
Morgan Stanley
Morgan Stanley
New York
$155M
5
Goldman Sachs
Goldman Sachs
New York
$89.3M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$185M
2
Bank of America
Bank of America
North Carolina
$850M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.85M
4
MSCM
McElhenny Sheffield Capital Management
Texas
$576K
5
SQA
Simon Quick Advisors
New Jersey
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
126
Center for Financial Planning
Michigan
$1M – – –
FW
127
FirstPurpose Wealth
Utah
$924K +$924K +9,217 New
EH
128
Equitable Holdings
New York
$888K +$888K +8,852 New
WCG
129
Wall Capital Group
Arizona
$836K +$836K +8,346 New
MG
130
Mather Group
Illinois
$789K +$789K +7,870 New
YIA
131
YHB Investment Advisors
Connecticut
$777K -$1.48M -14,750 -66%
EP
132
Eudaimonia Partners
Tennessee
$754K – – –
SOS
133
Silver Oak Securities
Tennessee
$745K +$745K +7,404 New
GWS
134
Glassman Wealth Services
Virginia
$734K -$341K -3,399 -32%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$729K -$35.5K -354 -5%
AA
136
Advisory Alpha
Michigan
$712K -$29.9K -298 -4%
WCG
137
Weaver Consulting Group
California
$690K +$690K +6,880 New
FFA
138
First Foundation Advisors
California
$677K +$677K +6,748 New
VFA
139
Valeo Financial Advisors
Indiana
$602K -$401K -3,995 -40%
RWM
140
Rockwood Wealth Management
Pennsylvania
$599K +$297K +2,964 +98%
CCFM
141
Clear Creek Financial Management
Washington
$589K +$248K +2,468 +72%
HWA
142
HHM Wealth Advisors
Tennessee
$578K +$6.72K +67 +1%
MSCM
143
McElhenny Sheffield Capital Management
Texas
$576K -$43.5M -434,309 -99%
CA
144
Continuum Advisory
Idaho
$575K +$575K +5,731 New
PAG
145
Private Advisor Group
New Jersey
$565K +$565K +5,630 New
AAS
146
Ameritas Advisory Services
Nebraska
$545K +$205K +2,042 +60%
CWC
147
Carolinas Wealth Consulting
North Carolina
$514K +$510K +5,086 +14,128%
BIG
148
Boothe Investment Group
Delaware
$501K – – –
NA
149
NewEdge Advisors
Louisiana
$453K -$905K -9,023 -67%
DIA
150
Dana Investment Advisors
Wisconsin
$448K +$16.5K +164 +4%
4 5
6
7 8