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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 %
AT
126
American Trust
Kentucky
$12M +$1.74M +17,258 +17%
MML Investors Services
127
MML Investors Services
Massachusetts
$11.9M +$787K +7,815 +7%
CC
128
Cypress Capital
Tennessee
$11.6M -$2.59M -25,739 -18%
CIC
129
Carnegie Investment Counsel
Ohio
$11.4M +$8.27M +82,142 +260%
PWM
130
Perigon Wealth Management
California
$11.3M -$167K -1,655 -1%
WIC
131
Woodmont Investment Counsel
Tennessee
$11.2M +$2.23M +22,140 +25%
SWM
132
Selective Wealth Management
Virginia
$11.1M +$5.62M +55,983 +103%
BTI
133
Blue Trust Inc
Georgia
$11M -$5.92M -58,841 -35%
KSWA
134
Kathleen S. Wright Associates
Pennsylvania
$11M +$2.63M +26,177 +31%
CWM
135
Curi Wealth Management
North Carolina
$10.2M -$193K -1,917 -2%
CRWM
136
Castle Rock Wealth Management
California
$10.1M +$817K +8,143 +9%
SIAM
137
Sterling Investment Advisors (Missouri)
Missouri
$9.95M +$2.46M +24,458 +33%
AF
138
Allworth Financial
California
$9.9M +$1.7M +16,856 +21%
CP
139
Clayton Partners
California
$9.86M +$475K +4,722 +5%
CA
140
Cetera Advisors
Colorado
$9.65M +$1.46M +14,547 +18%
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.63M +$830K +8,247 +9%
EFG
142
Ethos Financial Group
Pennsylvania
$9.35M +$9.35M +89,166 New
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$9.34M +$2.75M +27,341 +42%
CGA
144
Crescent Grove Advisors
Illinois
$9.31M +$6.4M +63,608 +221%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$9.09M +$9.09M +90,265 New
WW
146
Waterfront Wealth
Kansas
$8.95M +$3.64M +36,308 +69%
Principal Financial Group
147
Principal Financial Group
Iowa
$8.68M +$8.68M +86,178 New
CIBC World Market
148
CIBC World Market
Ontario, Canada
$8.57M -$399K -3,962 -4%
RL
149
Retireful LLC
Michigan
$8.29M -$6.01M -59,653 -42%
PA
150
PFG Advisors
Arizona
$8.17M +$7.26M +72,153 +801%
4 5
6
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