SGOV icon

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 %
IWC
201
Integrated Wealth Concepts
Massachusetts
$4.1M +$1.62M +16,102 +65%
WCM
202
Wisconsin Capital Management
Wisconsin
$4.09M +$1.28M +12,691 +45%
OP
203
ORG Partners
Indiana
$4.04M +$3.92M +38,905 +3,140%
CL
204
COWA LLC
Oklahoma
$3.96M -$44.8K -445 -1%
VA
205
Valmark Advisers
Ohio
$3.92M -$16.1K -160 -0.4%
TYCC
206
Texas Yale Capital Corp
Florida
$3.92M -$151K -1,500 -4%
PEA
207
Park Edge Advisors
Ohio
$3.85M +$391K +3,882 +11%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$3.82M +$635K +6,307 +20%
BOSSRA
209
B.O.S.S. Retirement Advisors
Utah
$3.77M -$3.66M -36,350 -49%
LIM
210
Leavell Investment Management
Alabama
$3.72M -$84.1K -835 -2%
SRC
211
Sage Rhino Capital
California
$3.71M +$2.16M +21,427 +139%
SPWM
212
Spartan Planning & Wealth Management
North Carolina
$3.7M +$3.7M +36,752 New
FIM
213
Freedom Investment Management
Connecticut
$3.69M -$30K -298 -0.8%
WAS
214
Winch Advisory Services
Wisconsin
$3.67M -$45.5K -452 -1%
CWP
215
Core Wealth Partners
California
$3.66M -$311K -3,087 -8%
SIM
216
Studio Investment Management
Illinois
$3.64M +$1.15M +11,412 +46%
SMC
217
Smith, Moore & Co
Missouri
$3.54M -$1.35M -13,387 -28%
SQA
218
Simon Quick Advisors
New Jersey
$3.5M -$1.5M -14,920 -30%
WA
219
WESPAC Advisors
California
$3.46M +$486K +4,826 +16%
FOA
220
Five Oceans Advisors
California
$3.45M +$2.15M +21,340 +165%
PWM
221
Prosperity Wealth Management
California
$3.45M +$46K +457 +1%
AC
222
Anson Capital
Georgia
$3.44M +$478K +4,745 +16%
APW
223
Atlantic Private Wealth
North Carolina
$3.32M +$3.32M +32,989 New
ASN
224
Advisory Services Network
Georgia
$3.3M +$842K +8,363 +34%
OWA
225
Outlook Wealth Advisors
Texas
$3.29M +$2.35M +23,315 +250%
7 8
9
10 11