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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

903 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+52
Holders Change %
+6.11%
% of All Funds
12.11%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.94%
New
130
Increased
388
Reduced
329
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M
2
Morgan Stanley
Morgan Stanley
New York
$845M
3
Cerity Partners
Cerity Partners
New York
$249M
4
LPL Financial
LPL Financial
California
$725M
5
CI
CX Institutional
Indiana
$156M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$480M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$158M
3
PCIG
Partners Capital Investment Group
Massachusetts
$26.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
EIC
Equity Investment Corp
Georgia
$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
AE Wealth Management
Kansas
$8.26M -$1.06M -10,498 -11%
Citadel Advisors
252
Citadel Advisors
Florida
$8.2M -$67.6M -671,339 -89%
PF
253
Penney Financial
Texas
$8.05M +$8.05M +79,966 New
RBWA
254
RFG - Bristol Wealth Advisors
Massachusetts
$8.03M -$3.68M -36,548 -31%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$8M +$7.5M +74,453 +1,496%
SEM
256
Strategic Equity Management
Arizona
$7.96M +$7.96M +79,021 New
AR
257
Advisory Research
Illinois
$7.93M +$527K +5,238 +7%
LRIA
258
Leonard Rickey Investment Advisors
Washington
$7.82M +$7.82M +77,686 New
TP
259
Teca Partners
Texas
$7.65M +$7.65M +76,000 New
SRC
260
Sage Rhino Capital
California
$7.59M +$2.68M +26,642 +55%
SFM
261
Signet Financial Management
New Jersey
$7.53M -$100K -995 -1%
AHC
262
Anderson Hoagland & Co
Missouri
$7.49M -$1.48M -14,730 -17%
GS
263
GTS Securities
New York
$7.42M -$7.45M -74,023 -50%
OIA
264
OneDigital Investment Advisors
Kansas
$7.4M +$1.55M +15,367 +26%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$7.26M +$581K +5,769 +9%
HWMT
266
Heritage Wealth Management (Texas)
Texas
$7.19M +$661K +6,558 +10%
TCOV
267
Trust Company of Vermont
Vermont
$7.18M +$1.23M +12,261 +21%
FA
268
Faithward Advisors
Pennsylvania
$7.14M +$3.57M +35,499 +100%
WSWA
269
Warren Street Wealth Advisors
California
$7.08M -$737K -7,319 -9%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$7.05M +$2.59M +25,714 +58%
CC
271
Cypress Capital
Tennessee
$7.03M -$769K -7,634 -10%
SFSG
272
Sound Financial Strategies Group
Mississippi
$7M +$550K +5,460 +9%
DWM
273
Diversify Wealth Management
Utah
$6.98M +$2.47M +24,564 +55%
HIP
274
HUB Investment Partners
Texas
$6.89M +$2.55M +25,361 +59%
VFPW
275
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.89M +$2.68M +26,605 +64%
9 10
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