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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 %
CRC
251
Curi RMB Capital
Illinois
$7.2M -$633K -6,292 -8%
JWCA
252
J.W. Cole Advisors
Florida
$7.17M +$1.8M +17,885 +34%
SIM
253
Studio Investment Management
Illinois
$7.15M +$1.07M +10,604 +18%
AI
254
Atria Investments
North Carolina
$7.04M -$880K -8,742 -11%
HIM
255
Hanlon Investment Management
New Jersey
$6.93M -$26.4M -262,254 -79%
SC
256
Savant Capital
Illinois
$6.88M +$5.35M +53,182 +351%
KPPF
257
Klein Pavlis & Peasley Financial
California
$6.78M +$1.54M +15,297 +29%
VA
258
VestGen Advisors
Illinois
$6.74M +$6.74M +66,996 New
CIC
259
Carnegie Investment Counsel
Ohio
$6.7M -$2.38M -23,704 -26%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$6.68M +$6.68M +66,349 New
DWM
261
Destination Wealth Management
California
$6.61M +$202K +2,002 +3%
LCC
262
Lincoln Capital Corp
Rhode Island
$6.56M +$1.18M +11,706 +22%
US Bancorp
263
US Bancorp
Minnesota
$6.55M -$2.06M -20,509 -24%
HWMT
264
Heritage Wealth Management (Texas)
Texas
$6.52M +$463K +4,599 +8%
PFA
265
Professional Financial Advisors
Nebraska
$6.47M +$715K +7,098 +12%
SFSG
266
Sound Financial Strategies Group
Mississippi
$6.45M -$56.4K -560 -0.9%
CWG
267
Crown Wealth Group
North Carolina
$6.38M +$326K +3,234 +5%
SG
268
StoneX Group
New York
$6.38M +$1.09M +10,782 +21%
BCM
269
Brasada Capital Management
Texas
$6.32M +$3.27M +32,574 +107%
ATPW
270
Ashton Thomas Private Wealth
Arizona
$6.27M -$2.94M -29,167 -32%
SPC
271
Sigma Planning Corp
Michigan
$6.27M -$64.5K -641 -1%
NA
272
Nottingham Advisors
New York
$6.22M -$6.63M -65,834 -52%
MW
273
Members Wealth
Pennsylvania
$6.2M +$1.13M +11,209 +22%
VWM
274
VanWeelden Wealth Management
Ohio
$6.12M +$936K +9,296 +18%
IC
275
IEQ Capital
California
$6.1M +$6.1M +60,585 New
9 10
11
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