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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 %
SFM
176
Signet Financial Management
New Jersey
$5.92M +$66.9K +665 +1%
FFS
177
Founders Financial Securities
Maryland
$5.91M +$5.91M +58,749 New
SFS
178
Sowell Financial Services
Arkansas
$5.91M -$1.36M -13,503 -19%
BWS
179
Buck Wealth Strategies
Colorado
$5.9M -$52.7M -523,134 -90%
MWC
180
MBM Wealth Consultants
Missouri
$5.76M +$5.76M +57,336 New
RSWM
181
Robertson Stephens Wealth Management
California
$5.66M -$33.6K -334 -0.6%
MOS
182
MGO One Seven
Ohio
$5.54M +$1.69M +16,812 +44%
HSWM
183
Hubbell Strickland Wealth Management
Louisiana
$5.29M +$71.1K +709 +1%
SWP
184
Stratos Wealth Partners
Ohio
$5.17M +$3.78M +37,514 +272%
VFA
185
Values First Advisors
Tennessee
$5.13M -$25.9K -257 -0.5%
IAA
186
Independent Advisor Alliance
North Carolina
$4.92M +$106K +1,055 +2%
LHWM
187
Lake Hills Wealth Management
Texas
$4.86M -$84.4K -838 -2%
HCA
188
Heck Capital Advisors
Wisconsin
$4.85M +$4.85M +48,219 New
AP
189
Americana Partners
Texas
$4.79M +$1.71M +19,188 +56%
BIP
190
Blueprint Investment Partners
North Carolina
$4.78M +$3.17M +31,441 +196%
JCM
191
J2 Capital Management
Michigan
$4.7M +$1.12M +11,155 +31%
VIA
192
Vickerman Investment Advisors
Washington
$4.7M +$463K +4,600 +11%
CIAS
193
Capital Investment Advisory Services
North Carolina
$4.63M -$190K -1,885 -4%
WI
194
WBI Investments
New Jersey
$4.59M +$125K +1,245 +3%
FWSM
195
First Wilshire Securities Management
California
$4.55M +$4.55M +45,214 New
WG
196
Watchman Group
Texas
$4.53M +$4.53M +44,963 New
ClearBridge Investments
197
ClearBridge Investments
New York
$4.36M +$4.36M +43,262 New
PFA
198
Professional Financial Advisors
Nebraska
$4.2M +$4.2M +41,725 New
SPC
199
Sigma Planning Corp
Michigan
$4.17M +$1.37M +13,629 +49%
LCGC
200
Legacy Capital Group California
California
$4.15M +$4.15M +41,212 New
6 7
8
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