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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

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, 380 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
+90
Holders Change %
+11.83%
% of All Funds
11.56%
Holding in Top 10
145
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.69%
% of All Funds
1.97%
New
167
Increased
380
Reduced
243
Closed
62
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$704M
2
Ameriprise
Ameriprise
Minnesota
+$474M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$324M
4
LPL Financial
LPL Financial
California
+$172M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$117M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$105M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$53.3M
3
MSCM
McElhenny Sheffield Capital Management
Texas
-$40.2M
4
SAM
Synergy Asset Management
Washington
-$34M
5
RAG
RIA Advisory Group
Iowa
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$8.53M +$8.53M +84,713 New
BTI
227
Blue Trust Inc
Georgia
$8.45M +$726K +7,212 +9%
SBH
228
Segall Bryant & Hamill
Illinois
$8.44M +$582K +5,777 +7%
NA
229
NewEdge Advisors
Louisiana
$8.44M +$1.97M +19,613 +31%
SFP
230
Sandbox Financial Partners
Maryland
$8.39M +$8.39M +83,337 New
CC
231
Courier Capital
New York
$8.18M +$4.22M +41,967 +107%
SWP
232
Stratos Wealth Partners
Ohio
$8.16M +$502K +4,988 +7%
DJSG
233
D.J. St. Germain
Massachusetts
$8.05M -$1.31M -13,010 -14%
AssetMark Inc
234
AssetMark Inc
California
$7.87M +$4.15M +41,267 +112%
AAS
235
Ameritas Advisory Services
Nebraska
$7.83M +$2.49M +24,781 +47%
WSWA
236
Warren Street Wealth Advisors
California
$7.82M +$2.36M +23,491 +43%
CC
237
Cypress Capital
Tennessee
$7.8M -$501K -4,972 -6%
FF
238
Farrow Financial
Vermont
$7.79M +$4.85M +48,142 +165%
TW
239
Trajan Wealth
Arizona
$7.63M -$3.37M -33,509 -31%
IWC
240
Integrated Wealth Concepts
Massachusetts
$7.63M +$261K +2,591 +4%
SFM
241
Signet Financial Management
New Jersey
$7.63M -$1.18M -11,685 -13%
AG
242
Ascent Group
Virginia
$7.58M +$7.58M +75,272 New
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 +$822K +8,162 +12%
FGA
246
Fortis Group Advisors
New Jersey
$7.43M -$1.27M -12,592 -15%
AR
247
Advisory Research
Illinois
$7.41M +$4.55M +45,213 +160%
MPW
248
Magnolia Private Wealth
Pennsylvania
$7.32M -$1.52M -15,085 -17%
FTUS
249
Flow Traders U.S.
New York
$7.28M +$7.28M +72,349 New
DAS
250
Diversify Advisory Services
Utah
$7.24M +$1.36M +13,544 +23%
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