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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 %
AIC
151
Archer Investment Corporation
Indiana
$8.11M +$8M +79,494 +7,227%
CWA
152
Centennial Wealth Advisory
Michigan
$8.09M +$8.09M +80,369 New
IPW
153
Impact Partnership Wealth
Georgia
$7.96M -$577K -5,733 -7%
PAG
154
Private Advisor Group
New Jersey
$7.95M +$5.08M +50,491 +177%
AAS
155
Avantax Advisory Services
Texas
$7.84M +$3.62M +36,000 +86%
EIA
156
Eldridge Investment Advisors
New Hampshire
$7.82M -$144K -1,437 -2%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$7.8M +$7.67M +76,353 +5,919%
FIA
158
Foundations Investment Advisors
Arizona
$7.67M +$6.74M +66,923 +723%
APWA
159
Atlas Private Wealth Advisors
New Jersey
$7.51M +$1.11M +11,072 +17%
DJSG
160
D.J. St. Germain
Massachusetts
$7.01M +$6.95M +69,024 +11,133%
RVPG
161
Relative Value Partners Group
$6.96M +$472K +4,686 +7%
OAM
162
Oppenheimer Asset Management
New York
$6.89M +$496K +4,925 +8%
BFG
163
Beacon Financial Group
Texas
$6.87M +$6.87M +68,258 New
BEAM
164
Baker Ellis Asset Management
Washington
$6.87M +$6.87M +68,250 New
AWM
165
Accurate Wealth Management
Florida
$6.76M +$6.76M +67,295 New
OFW
166
Omnia Family Wealth
Florida
$6.61M -$2.15M -21,382 -25%
DWM
167
Destination Wealth Management
California
$6.55M -$40.1K -398 -0.6%
HI
168
Horizon Investments
North Carolina
$6.49M +$6.49M +65,007 New
US Bancorp
169
US Bancorp
Minnesota
$6.15M +$2.28M +22,690 +59%
ACA
170
Ackerman Capital Advisors
Texas
$6.15M -$2.38M -23,598 -28%
BCM
171
Brasada Capital Management
Texas
$6.14M -$547K -5,446 -8%
SWA
172
Stratos Wealth Advisors
Ohio
$6.13M +$2.99M +29,732 +95%
OCM
173
Orion Capital Management
California
$6.13M +$190K +1,884 +3%
NA
174
NewEdge Advisors
Louisiana
$6M +$800K +7,949 +15%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$5.97M +$5.97M +59,314 New
5 6
7
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