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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 %
CWM
176
Congress Wealth Management
Massachusetts
$2.41M +$1.94M +19,304 +414%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$1.76M +17,455 +306%
APWA
178
Atlas Private Wealth Advisors
New Jersey
$2.31M +$2.31M +22,965 New
PP
179
Prosperity Planning
Missouri
$2.27M – – –
CLOS
180
Compagnie Lombard Odier SCmA
Switzerland
$2.22M -$231K -2,300 -9%
MERSOM
181
Municipal Employees' Retirement System of Michigan
Michigan
$2.21M -$2.25M -22,361 -50%
MWM
182
Merriman Wealth Management
Washington
$2.18M -$12.2M -121,520 -85%
SL
183
Salomon & Ludwin
Virginia
$2.12M -$31.8K -316 -1%
MAM
184
Meeder Asset Management
Ohio
$2.08M -$12.2M -121,649 -85%
CAM
185
Congress Asset Management
Massachusetts
$2.03M +$2.03M +20,181 New
FW
186
FirstPurpose Wealth
Utah
$1.97M +$878K +8,732 +80%
BFM
187
Boothbay Fund Management
New York
$1.96M +$1.96M +19,500 New
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$1.96M +$1.96M +19,488 New
PAG
189
Private Advisor Group
New Jersey
$1.93M +$1.93M +19,198 New
PF
190
Parker Financial
Washington
$1.93M +$1.93M +16,148 New
CRWM
191
Castle Rock Wealth Management
California
$1.92M +$1.92M +19,175 New
Baird Financial Group
192
Baird Financial Group
Wisconsin
$1.91M +$1.91M +18,974 New
ASN
193
Advisory Services Network
Georgia
$1.89M +$66.7K +663 +4%
RFN
194
RDA Financial Network
Iowa
$1.82M +$1.82M +18,120 New
IMA
195
Investment Management Associates
Colorado
$1.81M +$1.81M +18,038 New
AA
196
Alesco Advisors
New York
$1.74M – – –
Lido Advisors
197
Lido Advisors
California
$1.74M +$469K +4,663 +37%
AL
198
ADE LLC
Maryland
$1.72M -$843K -8,384 -33%
EH
199
Equitable Holdings
New York
$1.67M +$762K +7,572 +84%
FFA
200
First Foundation Advisors
California
$1.64M +$21.9K +218 +1%
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