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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

201 hedge funds and large institutions have $3.82B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.48%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.64%
New
66
Increased
69
Reduced
44
Closed
16
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$457K

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$189M
2
MWM
2
Merriman Wealth Management
Washington
$147M
3
AP
3
Advisors Preferred
Maryland
$107M
4
Morgan Stanley
4
Morgan Stanley
New York
$155M
5
Goldman Sachs
5
Goldman Sachs
New York
$89.3M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$185M
2
Bank of America
2
Bank of America
North Carolina
$850M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.85M
4
MSCM
4
McElhenny Sheffield Capital Management
Texas
$576K
5
SQA
5
Simon Quick Advisors
New Jersey
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$850M 8,472,254 -2,163,111 -20%
ACM
2
AlphaStar Capital Management
North Carolina
$278M 2,774,377 +251,066 +10%
3AM
3
3EDGE Asset Management
Florida
$189M 1,888,766 +1,888,766 New
CIA
4
Choate Investment Advisors
Massachusetts
$186M 1,859,120 +486,607 +35%
SW
5
SVB Wealth
Massachusetts
$185M 1,848,892 -2,460,311 -57%
BFA
6
Beaumont Financial Advisors
Massachusetts
$175M 1,740,775 -58,865 -3%
Morgan Stanley
7
Morgan Stanley
New York
$155M 1,548,213 +875,473 +130%
MWM
8
Merriman Wealth Management
Washington
$147M 1,470,473 +1,470,473 New
AP
9
Advisors Preferred
Maryland
$107M 109,230 +109,230 New
ACP
10
Aveo Capital Partners
Colorado
$99.7M 994,246 +442,290 +80%
Goldman Sachs
11
Goldman Sachs
New York
$89.3M 890,570 +783,170 +729%
KOC
12
Koss-Olinger Consulting
Florida
$57.2M 570,605 +1,664 +0.3%
EF
13
Empowered Funds
Pennsylvania
$51.4M 512,742 +268,842 +110%
GAG
14
GM Advisory Group
New York
$50.4M 502,834 +502,834 New
CS
15
Credit Suisse
Switzerland
$43.3M 431,400 +431,400 New
Ameriprise
16
Ameriprise
Minnesota
$42.4M 420,600 +115,448 +38%
UBS Group
17
UBS Group
Switzerland
$41.1M 410,350 +272,585 +198%
TF
18
Trek Financial
Arizona
$40.2M 400,420 +400,420 New
Stifel Financial
19
Stifel Financial
Missouri
$39.5M 393,611 -9,639 -2%
WFMPM
20
Woodley Farra Manion Portfolio Management
Indiana
$39.2M 391,200 +186,883 +91%
BTI
21
Blue Trust Inc
Georgia
$35.7M 356,873 -6,722 -2%
KWM
22
Kingsview Wealth Management
Oregon
$35.1M 349,604 +347,271 +14,885%
Osaic Holdings
23
Osaic Holdings
Arizona
$33.6M 335,582 +155,270 +86%
TC
24
TownSquare Capital
Utah
$31.4M 312,963 +312,963 New
CA
25
Crane Advisory
California
$30.5M 304,561 +304,561 New
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