SGOV icon

iShares 0-3 Month Treasury Bond ETF

915 hedge funds and large institutions have $15.9B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 393 increasing their positions, 330 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
149
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$383K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
326
Clayton Partners
California
$4.85M
FPA
327
First Pacific Advisors
California
$4.85M
HI
328
Harper Investing
California
$4.82M
CWP
329
Core Wealth Partners
California
$4.79M
AP
330
Americana Partners
Texas
$4.78M
SFC
331
Strategic Financial Concepts
Texas
$4.74M
GSWM
332
Golden State Wealth Management
California
$4.65M
RFL
333
RD Finance Ltd
Cyprus
$4.63M
AI
334
Atria Investments
North Carolina
$4.59M
HKIM
335
Hayek Kallen Investment Management
Alabama
$4.57M
OWP
336
ORG Wealth Partners
Texas
$4.56M
CSP
337
Cary Street Partners
Virginia
$4.49M
EC
338
Enhancing Capital
Pennsylvania
$4.48M
BFA
339
Beaumont Financial Advisors
Massachusetts
$4.44M
BRWA
340
B. Riley Wealth Advisors
Florida
$4.43M
WCM
341
Winthrop Capital Management
Indiana
$4.42M
AWM
342
Alterna Wealth Management
Texas
$4.42M
MWM
343
Marion Wealth Management
Pennsylvania
$4.4M
CWMK
344
Caliber Wealth Management (Kansas)
Kansas
$4.37M
AssetMark Inc
345
AssetMark Inc
California
$4.34M
TLFA
346
True Link Financial Advisors
California
$4.31M
DJSG
347
D.J. St. Germain
Massachusetts
$4.29M
HBWM
348
Hollow Brook Wealth Management
New York
$4.24M
AIC
349
Archer Investment Corporation
Indiana
$4.2M
BF
350
Baring Financial
Washington
$4.2M