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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 %
MWA
351
MN Wealth Advisors
Kansas
$3.83M -$2.09M -20,801 -35%
WTC
352
WhitTier Trust Company
Nevada
$3.81M +$3.81M +37,860 New
BF
353
Baring Financial
Washington
$3.79M +$1.34M +13,303 +55%
SCM
354
Steele Capital Management
Iowa
$3.78M +$2.58M +25,633 +215%
GS
355
GWN Securities
Florida
$3.76M +$3.31M +32,927 +730%
AWA
356
Arete Wealth Advisors
Illinois
$3.67M +$2.39M +23,745 +187%
GSEP
357
Golden State Equity Partners
California
$3.62M +$814K +8,090 +29%
TYCC
358
Texas Yale Capital Corp
Florida
$3.62M – – –
BCMLT
359
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.61M -$3.4M -33,807 -49%
NOCM
360
Night Owl Capital Management
Connecticut
$3.56M +$1.07M +10,656 +43%
FA
361
Faithward Advisors
Pennsylvania
$3.56M +$472K +4,691 +15%
KCPT
362
Kingstone Capital Partners Texas
Texas
$3.56M +$401K +3,986 +13%
QFA
363
Quattro Financial Advisors
Texas
$3.45M +$3.45M +34,297 New
GC
364
Guggenheim Capital
Illinois
$3.42M -$231K -2,296 -6%
AAA
365
American Alpha Advisors
New York
$3.28M +$3.28M +32,535 New
Betterment LLC
366
Betterment LLC
New York
$3.26M +$634K +6,301 +24%
ML
367
McAdam LLC
Pennsylvania
$3.21M -$929K -9,225 -22%
FPCP
368
Fort Point Capital Partners
California
$3.2M -$559K -5,554 -15%
Brown Advisory
369
Brown Advisory
Maryland
$3.2M -$1.82M -18,096 -36%
PGA
370
Portland Global Advisors
Maine
$3.19M -$107K -1,063 -3%
DPI
371
Diversified Portfolios Inc
Michigan
$3.15M -$471K -4,682 -13%
BEI
372
Benjamin Edwards Inc
Missouri
$3.04M +$166K +1,648 +6%
5SA
373
5th Street Advisors
Connecticut
$3.03M +$3.03M +30,109 New
NHFG
374
New Harbor Financial Group
Massachusetts
$3.02M -$197K -1,959 -6%
PI
375
PFG Investments
New York
$3.02M +$331K +3,288 +12%
13 14
15
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