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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
–
Net Calls
+$3.36M
Net Calls Change
+$3.36M

Top Buyers

1
Jane Street
Jane Street
New York
$153M
2
Morgan Stanley
Morgan Stanley
New York
$348M
3
LPL Financial
LPL Financial
California
$135M
4
BlackRock
BlackRock
New York
$69M
5
AllianceBernstein
AllianceBernstein
Tennessee
$50.5M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
$101M
2
ETC
Exchange Traded Concepts
Oklahoma
$731M
3
Goldman Sachs
Goldman Sachs
New York
$42.6M
4
KOC
Koss-Olinger Consulting
Florida
$0
5
BFA
Beaumont Financial Advisors
Massachusetts
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WealthShield Partners
North Carolina
$3.78M +$3.78M +37,602 New
Aberdeen Group
152
Aberdeen Group
United Kingdom
$3.75M +$3.75M +37,300 New
WAS
153
Winch Advisory Services
Wisconsin
$3.71M +$30.5K +303 +0.8%
VA
154
Valmark Advisers
Ohio
$3.71M -$907K -9,017 -20%
BRWA
155
B. Riley Wealth Advisors
Florida
$3.65M -$3.33M -33,061 -48%
AWAU
156
Alliance Wealth Advisors (Utah)
Utah
$3.58M +$503K +5,003 +16%
PEA
157
Park Edge Advisors
Ohio
$3.5M -$18.2M -181,403 -84%
AG
158
Ascent Group
Virginia
$3.49M +$3.49M +34,731 New
PWM
159
Prosperity Wealth Management
California
$3.47M -$3.72K -37 -0.1%
US Bancorp
160
US Bancorp
Minnesota
$3.22M +$118K +1,173 +4%
CHAM
161
Clear Harbor Asset Management
Connecticut
$3.2M +$130K +1,295 +4%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$3.14M +$241K +2,393 +8%
GM
163
GeoWealth Management
Illinois
$3.07M +$2.76M +27,415 +882%
CGA
164
Crescent Grove Advisors
Illinois
$3.04M +$2.16M +21,470 +244%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$3.02M +$187K +1,855 +7%
EA
166
Emerald Advisors
Washington
$2.98M +$1.54M +15,307 +107%
WCG
167
Wall Capital Group
Arizona
$2.81M -$18.4M -182,899 -87%
Creative Planning
168
Creative Planning
Kansas
$2.78M +$2.78M +27,665 New
CIA
169
Choate Investment Advisors
Massachusetts
$2.71M -$4.7M -46,705 -63%
WI
170
WBI Investments
New Jersey
$2.63M +$2.63M +26,119 New
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$2.6M +$2.24M +22,318 +638%
TIA
172
Traphagen Investment Advisors
New Jersey
$2.54M +$2.54M +25,227 New
LAS
173
LWM Advisory Services
Florida
$2.49M +$532K +5,288 +27%
TPW
174
Transatlantique Private Wealth
New York
$2.47M -$12.5M -124,458 -83%
WCM
175
Wisconsin Capital Management
Wisconsin
$2.46M +$2.46M +24,460 New
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