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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 %
GSWM
301
Golden State Wealth Management
California
$5.1M -$26.5K -263 -0.5%
CAWM
302
Capital Advisors Wealth Management
Washington
$5.1M +$2.96M +29,419 +139%
AA
303
Alesco Advisors
New York
$5.01M +$277K +2,751 +6%
JE
304
JMAC Enterprises
Pennsylvania
$5M +$122K +1,209 +2%
PAYA
305
Phil A. Younker & Associates
Alaska
$4.96M +$4.96M +49,302 New
SRC
306
Sage Rhino Capital
California
$4.91M -$5.22M -51,826 -52%
P
307
&Partners
Tennessee
$4.89M +$3.42M +33,742 +233%
EC
308
Enhancing Capital
Pennsylvania
$4.8M -$222K -2,203 -4%
PAG
309
Private Advisory Group
Washington
$4.76M -$2.32M -23,026 -33%
SFC
310
Strategic Financial Concepts
Texas
$4.73M +$1.12M +11,153 +31%
CSP
311
Cary Street Partners
Virginia
$4.71M -$490K -4,871 -9%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$4.65M -$459K -4,564 -9%
DRS
313
Deane Retirement Strategies
Louisiana
$4.64M -$4.96M -49,291 -52%
RW
314
Ridgeline Wealth
Arizona
$4.63M -$282K -2,800 -6%
MIM
315
Montgomery Investment Management
Maryland
$4.63M +$793K +7,880 +21%
CP
316
Capital Planning
Washington
$4.59M +$2.76M +27,449 +151%
CWP
317
Core Wealth Partners
California
$4.56M -$83.8K -832 -2%
DWM
318
Diversify Wealth Management
Utah
$4.52M +$4.23M +41,987 +1,432%
MWM
319
Marion Wealth Management
Pennsylvania
$4.5M -$244K -2,428 -5%
AWM
320
Alterna Wealth Management
Texas
$4.49M +$2.43M +24,164 +118%
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$4.46M -$2.29M -22,787 -34%
OWP
322
ORG Wealth Partners
Texas
$4.45M +$4.36M +43,437 +4,925%
AIC
323
Archer Investment Corporation
Indiana
$4.44M +$204K +2,023 +5%
SIC
324
Sterling Investment Counsel
New York
$4.42M +$4.42M +43,873 New
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$4.39M -$1.83M -18,167 -29%
11 12
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