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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 %
KWM
276
Koa Wealth Management
California
$6.1M -$788K -7,823 -11%
GP
277
Greenline Partners
New York
$6.03M -$6.94M -68,932 -54%
WG
278
Watchman Group
Texas
$5.99M -$723K -7,186 -11%
DT
279
Diversified Trust
Tennessee
$5.95M – – –
TCOV
280
Trust Company of Vermont
Vermont
$5.94M +$4.18M +41,531 +237%
AL
281
ADE LLC
Maryland
$5.91M -$906K -8,998 -13%
PS
282
Planned Solutions
California
$5.88M +$1.03M +10,256 +21%
HF
283
HRT Financial
New York
$5.87M +$5.87M +58,357 New
OIA
284
OneDigital Investment Advisors
Kansas
$5.85M +$4.33M +43,052 +286%
GWM
285
Greenwich Wealth Management
Connecticut
$5.81M -$2.26M -22,439 -28%
LAS
286
Legacy Advisory Services
Pennsylvania
$5.74M +$5.74M +57,025 New
CPW
287
Cove Private Wealth
New York
$5.68M +$3.59M +35,700 +172%
ACA
288
Ackerman Capital Advisors
Texas
$5.64M +$41.8K +415 +0.7%
WMA
289
West Michigan Advisors
Michigan
$5.54M +$5.27M +52,356 +1,967%
GFG
290
Grantvest Financial Group
New Jersey
$5.52M +$127K +1,258 +2%
SQA
291
Simon Quick Advisors
New Jersey
$5.47M +$2.68M +26,594 +96%
NS
292
NBC Securities
Alabama
$5.4M +$5.4M +53,643 +1,072,860%
AP
293
Americana Partners
Texas
$5.4M +$824K +8,188 +18%
Comerica Bank
294
Comerica Bank
Texas
$5.39M +$373K +3,709 +7%
SMFG
295
Sumitomo Mitsui Financial Group
Japan
$5.37M +$2.63M +26,082 +96%
CF
296
Clarity Financial
Texas
$5.36M – – –
CP
297
Clayton Partners
California
$5.32M -$367K -3,650 -6%
HI
298
Horizon Investments
North Carolina
$5.27M -$1.16M -11,624 -18%
SPW
299
Sonoma Private Wealth
California
$5.26M +$4.38M +43,499 +496%
EF
300
Empowered Funds
Pennsylvania
$5.26M +$2.74M +27,276 +108%
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