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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 %
JSA
326
Jim Saulnier & Associates
Colorado
$4.38M -$1.24M -12,337 -22%
HIP
327
HUB Investment Partners
Texas
$4.34M +$4.34M +43,102 New
HSWM
328
Hubbell Strickland Wealth Management
Louisiana
$4.32M -$393K -3,907 -8%
JFG
329
JDM Financial Group
Texas
$4.32M +$2.05M +20,343 +90%
HKIM
330
Hayek Kallen Investment Management
Alabama
$4.29M +$578K +5,745 +16%
SC
331
Scratch Capital
Idaho
$4.27M +$953K +9,462 +29%
WCM
332
Wisconsin Capital Management
Wisconsin
$4.23M -$4.43K -44 -0.1%
FPA
333
First Pacific Advisors
California
$4.21M -$1.43M -14,180 -25%
VFPW
334
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.21M +$4.21M +41,785 New
BWS
335
Buck Wealth Strategies
Colorado
$4.2M -$11.5M -114,603 -73%
PS
336
Principal Securities
Iowa
$4.18M – – –
EWM
337
Evermay Wealth Management
Virginia
$4.15M -$846K -8,404 -17%
HOWA
338
Heritage Oak Wealth Advisors
Florida
$4.15M -$10.8M -106,954 -72%
CWM
339
Centric Wealth Management
Illinois
$4.12M +$4.12M +40,935 New
NPF
340
Norris Perne & French
Michigan
$4.09M +$4.09M +40,673 New
CWMK
341
Caliber Wealth Management (Kansas)
Kansas
$4.07M +$4.07M +40,400 New
RFP
342
Root Financial Partners
California
$4.06M -$520K -5,165 -11%
HA
343
Huntleigh Advisors
Missouri
$4.05M +$84.9K +843 +2%
HAIM
344
Hunter Associates Investment Management
Pennsylvania
$4.05M +$3.04M +30,155 +303%
RCWM
345
Red Crane Wealth Management
California
$4.04M +$415K +4,124 +11%
FFS
346
Founders Financial Securities
Maryland
$4.01M -$1.85M -18,381 -32%
EFG
347
Ethos Financial Group
Pennsylvania
$3.89M – – –
PAM
348
PCG Asset Management
New Jersey
$3.85M +$187K +1,855 +5%
HL
349
HeadInvest LLC
Maine
$3.84M +$853K +8,476 +29%
GA
350
Greenspring Advisors
Maryland
$3.83M +$166K +1,644 +5%
12 13
14
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