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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 %
VAS
201
Vestmark Advisory Solutions
Massachusetts
$542K +$311K +3,107 +135%
GWS
202
Glassman Wealth Services
Virginia
$533K -$200K -2,001 -27%
NCM
203
New Capital Management
Texas
$514K +$514K +5,128 New
EF
204
Empirical Finance
Pennsylvania
$510K +$510K +5,094 New
LA
205
Latitude Advisors
Florida
$501K +$501K +5,004 New
BIG
206
Boothe Investment Group
Delaware
$501K – – –
CFFP
207
Center for Financial Planning
Michigan
$500K -$500K -4,996 -50%
WMS
208
Wealth Management Solutions
Pennsylvania
$477K +$116K +1,157 +32%
EP
209
Eudaimonia Partners
Tennessee
$477K -$276K -2,760 -37%
CWM
210
Congress Wealth Management
Massachusetts
$467K +$175K +1,750 +60%
FFA
211
Farther Finance Advisors
California
$467K +$467K +4,665 New
RW
212
Regimen Wealth
Georgia
$462K +$462K +4,617 New
DIA
213
Dana Investment Advisors
Wisconsin
$457K +$9.81K +98 +2%
NA
214
NewEdge Advisors
Louisiana
$456K +$393K +28,310 +627%
LHWM
215
Lake Hills Wealth Management
Texas
$456K +$456K +4,553 New
KAS
216
Kestra Advisory Services
Texas
$456K +$456K +4,550 New
AAS
217
Ameritas Advisory Services
Nebraska
$446K -$98.7K -986 -18%
JW
218
Jenkins Wealth
Colorado
$444K +$444K +4,432 New
CFGS
219
Concourse Financial Group Securities
Alabama
$440K +$440K +4,389 New
SI
220
Stephens Inc
Arkansas
$420K +$420K +4,190 New
CWC
221
Carolinas Wealth Consulting
North Carolina
$414K -$98.7K -986 -19%
BDFN
222
Bond & Devick Financial Network
Minnesota
$405K – – –
HL
223
HeadInvest LLC
Maine
$389K +$389K +3,883 New
CL
224
COWA LLC
Oklahoma
$386K -$1.4M -14,009 -78%
GG
225
Greenwood Gearhart
Arkansas
$380K +$380K +3,790 New
7 8
9
10 11