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.

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
NWM
3
NEIRG Wealth Management
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.31M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$63.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$575M 5,714,445 +640,131 +13%
Morgan Stanley
2
Morgan Stanley
New York
$470M 4,673,524 +920,742 +25%
ETC
3
Exchange Traded Concepts
Oklahoma
$366M 3,632,926 +3,630,318 +139,199%
LPL Financial
4
LPL Financial
California
$223M 2,219,964 +488,294 +28%
Cerity Partners
5
Cerity Partners
New York
$189M 1,874,134 +1,383,646 +282%
AWM
6
AE Wealth Management
Kansas
$188M 1,868,522 +145,476 +8%
Ameriprise
7
Ameriprise
Minnesota
$153M 1,512,910 +156,229 +12%
CAN
8
Cetera Advisor Networks
California
$152M 1,513,499 +284,764 +23%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$148M 1,469,174 +331,445 +29%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$147M 1,459,673 +915,587 +168%
EPM
11
Elm Partners Management
Pennsylvania
$136M 1,346,120 +987,061 +275%
EIC
12
Equity Investment Corp
Georgia
$131M 1,298,970 -8,175 -0.6%
GAG
13
GM Advisory Group
New York
$129M 1,277,054 +296,315 +30%
SCA
14
Stuart Chaussee & Associates
California
$121M 1,206,661 -31,279 -3%
UBS Group
15
UBS Group
Switzerland
$118M 1,168,566 +127,496 +12%
WFMPM
16
Woodley Farra Manion Portfolio Management
Indiana
$106M 1,049,209 +258,358 +33%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$98.7M 980,359 +690,350 +238%
Osaic Holdings
18
Osaic Holdings
Arizona
$97.5M 968,632 +432,288 +81%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$82.8M 822,521 +533,239 +184%
HI
20
Harper Investing
California
$77.9M 774,070 -12,582 -2%
Nomura Asset Management
21
Nomura Asset Management
Japan
$76.9M 763,500 +741,000 +3,293%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$75.8M 752,907 +214,069 +40%
WS
23
Wedbush Securities
California
$75.4M 749,298 +629,898 +528%
CAM
24
Cresset Asset Management
Illinois
$75.1M 745,605 +745,605 New
BFA
25
Beaumont Financial Advisors
Massachusetts
$74.9M 744,014 +468,162 +170%
1
2 3 4 5