SGOV icon

iShares 0-3 Month Treasury Bond ETF

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KBFS
201
Kohmann Bosshard Financial Services
Ohio
$4.81M +$4.81M +47,989 New
CIC
202
Carnegie Investment Counsel
Ohio
$4.8M -$6.6M -65,850 -58%
SRC
203
Sage Rhino Capital
California
$4.75M +$1.06M +10,526 +29%
IWC
204
Integrated Wealth Concepts
Massachusetts
$4.75M +$661K +6,592 +16%
EIA
205
Eldridge Investment Advisors
New Hampshire
$4.74M -$3.08M -30,686 -39%
KPPF
206
Klein Pavlis & Peasley Financial
California
$4.68M +$4.68M +46,666 New
WI
207
WBI Investments
New Jersey
$4.61M +$42.7K +426 +0.9%
HWMT
208
Heritage Wealth Management (Texas)
Texas
$4.6M +$4.23M +42,161 +1,134%
AP
209
Americana Partners
Texas
$4.59M -$819K -8,131 -15%
AssetMark Inc
210
AssetMark Inc
California
$4.57M +$3.91M +38,963 +586%
KWM
211
Koa Wealth Management
California
$4.52M +$4.52M +45,122 New
Jane Street
212
Jane Street
New York
$4.52M -$61.4M -612,696 -93%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$4.42M +$617K +6,156 +16%
LHWM
214
Lake Hills Wealth Management
Texas
$4.32M -$520K -5,182 -11%
CAM
215
Congress Asset Management
Massachusetts
$4.32M +$2.69M +26,854 +166%
CWM
216
Congress Wealth Management
Massachusetts
$4.31M +$2.69M +26,843 +166%
Brown Advisory
217
Brown Advisory
Maryland
$4.31M -$27.5M -274,501 -86%
PFA
218
Professional Financial Advisors
Nebraska
$4.29M +$102K +1,014 +2%
LCGC
219
Legacy Capital Group California
California
$4.26M +$130K +1,299 +3%
CL
220
COWA LLC
Oklahoma
$4.14M +$190K +1,894 +5%
OC
221
Oppenheimer & Co
New York
$4.07M +$2.44M +24,335 +150%
TYCC
222
Texas Yale Capital Corp
Florida
$3.9M
FOA
223
Five Oceans Advisors
California
$3.89M +$455K +4,540 +13%
SP
224
Stonebrook Private
Michigan
$3.84M +$3.84M +38,292 New
SIM
225
Studio Investment Management
Illinois
$3.83M +$208K +2,079 +6%