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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.

New
Increased
Maintained
Reduced
Closed
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 %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$1.76M +$1.03M +10,317 +142%
AA
152
Advisory Alpha
Michigan
$1.74M +$1.03M +10,316 +145%
AA
153
Alesco Advisors
New York
$1.74M +$1.74M +17,330 New
AssetMark Inc
154
AssetMark Inc
California
$1.66M -$853K -8,521 -34%
FFA
155
First Foundation Advisors
California
$1.61M +$939K +9,377 +139%
C
156
Certuity
Florida
$1.55M +$9.61K +96 +0.6%
EA
157
Emerald Advisors
Washington
$1.43M +$1.43M +14,301 New
BIA
158
Bell Investment Advisors
California
$1.41M -$2.3M -22,991 -62%
WIM
159
Waycross Investment Management
Washington
$1.37M +$1.37M +13,678 New
HWM
160
Howard Wealth Management
Connecticut
$1.36M -$551K -5,500 -29%
RCM
161
Raleigh Capital Management
North Carolina
$1.36M +$1.36M +13,550 New
OC
162
Oppenheimer & Co
New York
$1.34M -$299K -2,988 -18%
IAN
163
Integrated Advisors Network
Texas
$1.29M +$1.02M +10,186 +381%
Lido Advisors
164
Lido Advisors
California
$1.27M -$1.35M -13,475 -52%
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$1.26M +$1.23M +12,259 +3,715%
RIA
166
Realta Investment Advisors
Delaware
$1.23M +$121K +1,210 +11%
SIAG
167
Safeguard Investment Advisory Group
California
$1.22M +$144K +1,439 +13%
MW
168
MBL Wealth
North Carolina
$1.22M -$6.99M -69,836 -85%
VBFG
169
Vishria Bird Financial Group
Tennessee
$1.2M -$48.6K -485 -4%
QPWM
170
Quadrant Private Wealth Management
Pennsylvania
$1.14M +$1.14M +11,359 New
FW
171
FirstPurpose Wealth
Utah
$1.09M +$168K +1,681 +18%
MG
172
Mather Group
Illinois
$1.09M +$302K +3,012 +38%
GIA
173
Gladstone Institutional Advisory
Florida
$1.02M +$100 +1 +0%
BWAM
174
Boyd Watterson Asset Management
Ohio
$1.01M +$627K +6,263 +163%
Jane Street
175
Jane Street
New York
$997K -$13.8M -138,075 -93%
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