We are live on ! Find out more
SGOV icon

iShares 0-3 Month Treasury Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 16

61% more funds holding in top 10

Funds holding in top 10: 2337 (+14)

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

32% more funds holding

Funds holding: 152201 (+49)

20% more capital invested

Capital invested by funds: $3.17B → $3.82B (+$648M)

11.63% less ownership

Funds ownership: 89.95%78.33% (-12%)

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.46%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$850M -$217M -2,163,111 -20%
ACM
2
AlphaStar Capital Management
North Carolina
$278M +$25.1M +251,066 +10%
3AM
3
3EDGE Asset Management
Florida
$189M +$189M +1,888,766 New
CIA
4
Choate Investment Advisors
Massachusetts
$186M +$48.7M +486,607 +35%
SW
5
SVB Wealth
Massachusetts
$185M -$246M -2,460,311 -57%
BFA
6
Beaumont Financial Advisors
Massachusetts
$175M -$5.89M -58,865 -3%
Morgan Stanley
7
Morgan Stanley
New York
$155M +$87.6M +875,473 +130%
MWM
8
Merriman Wealth Management
Washington
$147M +$147M +1,470,473 New
AP
9
Advisors Preferred
Maryland
$107M +$10.9M +109,230 New
ACP
10
Aveo Capital Partners
Colorado
$99.7M +$44.3M +442,290 +80%
Goldman Sachs
11
Goldman Sachs
New York
$89.3M +$78.4M +783,170 +729%
KOC
12
Koss-Olinger Consulting
Florida
$57.2M +$167K +1,664 +0.3%
EF
13
Empowered Funds
Pennsylvania
$51.4M +$26.9M +268,842 +110%
GAG
14
GM Advisory Group
New York
$50.4M +$50.3M +502,834 New
CS
15
Credit Suisse
Switzerland
$43.3M +$43.2M +431,400 New
Ameriprise
16
Ameriprise
Minnesota
$42.4M +$11.6M +115,448 +38%
UBS Group
17
UBS Group
Switzerland
$41.1M +$27.3M +272,585 +198%
TF
18
Trek Financial
Arizona
$40.1M +$40.1M +400,420 New
Stifel Financial
19
Stifel Financial
Missouri
$39.5M -$965K -9,639 -2%
WFMPM
20
Woodley Farra Manion Portfolio Management
Indiana
$39.2M +$18.7M +186,883 +91%
BTI
21
Blue Trust Inc
Georgia
$35.7M -$673K -6,722 -2%
KWM
22
Kingsview Wealth Management
Oregon
$35.1M +$34.8M +347,271 +14,885%
Osaic Holdings
23
Osaic Holdings
Arizona
$33.6M +$15.5M +155,270 +86%
TC
24
TownSquare Capital
Utah
$31.4M +$31.3M +312,963 New
CA
25
Crane Advisory
California
$30.5M +$30.5M +304,561 New