SGOV icon

iShares 0-3 Month Treasury Bond ETF

851 hedge funds and large institutions have $14.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$8.53M
BTI
227
Blue Trust Inc
Georgia
$8.45M
SBH
228
Segall Bryant & Hamill
Illinois
$8.44M
NA
229
NewEdge Advisors
Louisiana
$8.44M
SFP
230
Sandbox Financial Partners
Maryland
$8.39M
CC
231
Courier Capital
New York
$8.18M
SWP
232
Stratos Wealth Partners
Ohio
$8.16M
DJSG
233
D.J. St. Germain
Massachusetts
$8.05M
AssetMark Inc
234
AssetMark Inc
California
$7.87M
AAS
235
Ameritas Advisory Services
Nebraska
$7.83M
WSWA
236
Warren Street Wealth Advisors
California
$7.82M
CC
237
Cypress Capital
Tennessee
$7.8M
FF
238
Farrow Financial
Vermont
$7.79M
TW
239
Trajan Wealth
Arizona
$7.63M
IWC
240
Integrated Wealth Concepts
Massachusetts
$7.63M
SFM
241
Signet Financial Management
New Jersey
$7.63M
AG
242
Ascent Group
Virginia
$7.58M
PDL
243
Portfolio Design Labs
California
$7.57M
MLCM
244
M & L Capital Management
United Kingdom
$7.52M
SA
245
Strategic Advisors
New York
$7.51M
FGA
246
Fortis Group Advisors
New Jersey
$7.43M
AR
247
Advisory Research
Illinois
$7.41M
MPW
248
Magnolia Private Wealth
Pennsylvania
$7.32M
FTUS
249
Flow Traders U.S.
New York
$7.28M
DAS
250
Diversify Advisory Services
Utah
$7.24M