SGOV icon

iShares 0-3 Month Treasury Bond ETF

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
Net Calls
+$3.36M
Net Calls Change
+$3.36M
Name Market Value Shares Shares
Change
Shares
Change %
ETC
1
Exchange Traded Concepts
Oklahoma
$731M 7,268,257 -1,195,542 -14%
Bank of America
2
Bank of America
North Carolina
$437M 4,345,939 -526,465 -11%
Morgan Stanley
3
Morgan Stanley
New York
$348M 3,460,054 +895,368 +35%
3AM
4
3EDGE Asset Management
Florida
$243M 2,418,833 +131,925 +6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$170M 1,688,674 +462,682 +38%
Jane Street
6
Jane Street
New York
$153M 1,521,244 +1,511,289 +15,181%
LPL Financial
7
LPL Financial
California
$135M 1,345,307 +751,501 +127%
BFA
8
Beaumont Financial Advisors
Massachusetts
$129M 1,280,798 -566,250 -31%
AWS
9
AJ Wealth Strategies
New York
$104M 1,033,914 +99,976 +11%
ACM
10
AlphaStar Capital Management
North Carolina
$101M 1,001,755 -1,393,928 -58%
AIP
11
Almanack Investment Partners
Pennsylvania
$97M 964,646 +66,024 +7%
SW
12
SVB Wealth
Massachusetts
$91.4M 909,061 -94,235 -9%
GAG
13
GM Advisory Group
New York
$84M 835,304 +253,932 +44%
WFMPM
14
Woodley Farra Manion Portfolio Management
Indiana
$83M 824,920 +479,133 +139%
UBS Group
15
UBS Group
Switzerland
$78.3M 778,504 +209,124 +37%
Osaic Holdings
16
Osaic Holdings
Arizona
$71.6M 711,985 +181,571 +34%
BlackRock
17
BlackRock
New York
$69M 686,256 +483,949 +239%
CAN
18
Cetera Advisor Networks
California
$66.1M 656,899 +417,737 +175%
HI
19
Harper Investing
California
$65.2M 648,271 +270,529 +72%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$64.6M 641,783 +454,708 +243%
AWM
21
AE Wealth Management
Kansas
$51.3M 509,663 +455,850 +847%
AllianceBernstein
22
AllianceBernstein
Tennessee
$50.5M 501,661 +481,663 +2,409%
TF
23
Trek Financial
Arizona
$49.5M 492,202 +77,680 +19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$48.7M 484,060 -67,419 -12%
BWS
25
Buck Wealth Strategies
Colorado
$48.3M 520,987 +520,987 New