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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 %
SB
376
Strategic Blueprint
Georgia
$2.92M +$1.95M +19,374 +201%
TRCT
377
Tower Research Capital (TRC)
New York
$2.87M +$2.87M +28,491 New
AWE
378
Avidian Wealth Enterprises
Texas
$2.86M +$465K +4,615 +19%
HWA
379
HHM Wealth Advisors
Tennessee
$2.84M +$434K +4,307 +18%
SFP
380
SwitchPoint Financial Planning
Utah
$2.82M +$1.12M +11,157 +66%
AAM
381
Ackerman Asset Management
Maryland
$2.82M +$2.82M +28,040 New
SP
382
Successful Portfolios
Florida
$2.8M +$238K +2,369 +9%
AAP
383
Arax Advisory Partners
Colorado
$2.8M -$648K -6,432 -19%
SMC
384
Smith, Moore & Co
Missouri
$2.78M -$1.26M -12,547 -31%
FSG
385
Financial Strategies Group
Michigan
$2.78M +$1.01M +10,070 +57%
RI
386
Ridgewood Investments
New Jersey
$2.77M +$298K +2,962 +12%
BFG
387
Beacon Financial Group
Texas
$2.76M +$175K +1,734 +7%
BWP
388
Balboa Wealth Partners
Arizona
$2.75M +$2.75M +27,276 New
TSS
389
Two Sigma Securities
New York
$2.72M +$2.45M +24,350 +902%
LWM
390
Lionshead Wealth Management
New York
$2.72M +$91.1K +905 +3%
SI
391
Sprott Inc
Ontario, Canada
$2.71M +$324K +3,219 +14%
KWA
392
Kingswood Wealth Advisors
California
$2.69M +$1.35M +13,454 +101%
CL
393
COWA LLC
Oklahoma
$2.69M -$834K -8,284 -24%
UAG
394
United Advisor Group
Ohio
$2.67M +$1.28M +12,735 +93%
TLFA
395
True Link Financial Advisors
California
$2.64M +$813K +8,079 +45%
GEA
396
Glen Eagle Advisors
New Jersey
$2.57M -$30.7K -305 -1%
BOSSRA
397
B.O.S.S. Retirement Advisors
Utah
$2.57M +$318K +3,154 +14%
TFA
398
Transamerica Financial Advisors
Florida
$2.56M +$280K +2,778 +12%
WCWM
399
Willow Creek Wealth Management
California
$2.51M +$5.44K +54 +0.2%
RWS
400
Rochester Wealth Strategies
Michigan
$2.51M +$2.51M +24,908 New
14 15
16
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