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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

904 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 389 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+53
Holders Change %
+6.23%
% of All Funds
12.12%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.94%
New
130
Increased
389
Reduced
329
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$225M
2
Morgan Stanley
Morgan Stanley
New York
+$212M
3
Cerity Partners
Cerity Partners
New York
+$131M
4
LPL Financial
LPL Financial
California
+$127M
5
CI
CX Institutional
Indiana
+$111M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$179M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$175M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$128M
4
Renaissance Technologies
Renaissance Technologies
New York
-$115M
5
EIC
Equity Investment Corp
Georgia
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
401
Elevate Capital Advisors
Colorado
$2.91M +$889K +8,828 +44%
ML
402
McAdam LLC
Pennsylvania
$2.9M -$309K -3,071 -10%
EF
403
Empowered Funds
Pennsylvania
$2.9M -$2.36M -23,522 -45%
CWA
404
Cura Wealth Advisors
Illinois
$2.88M +$2.06M +20,430 +249%
BFG
405
Beacon Financial Group
Texas
$2.86M +$104K +1,031 +4%
TC
406
TAGStone Capital
North Carolina
$2.86M +$2.5M +24,838 +688%
SFP
407
SwitchPoint Financial Planning
Utah
$2.85M +$24.5K +243 +0.9%
PAA
408
Peregrine Asset Advisers
Oregon
$2.84M +$948K +9,412 +50%
TFA
409
Transamerica Financial Advisors
Florida
$2.73M +$168K +1,673 +7%
WW
410
Waterfront Wealth
Kansas
$2.7M +$705K +7,001 +35%
RGF
411
Retirement Guys Formula
Ohio
$2.67M +$2.67M +26,547 New
5SA
412
5th Street Advisors
Connecticut
$2.66M -$368K -3,655 -12%
KIM
413
Kane Investment Management
California
$2.66M +$1.83M +17,886 +222%
WB
414
WesBanco Bank
West Virginia
$2.65M +$2.65M +26,338 New
OWMIAS
415
One Wealth Management Investment & Advisory Services
Florida
$2.63M +$1.73M +17,213 +192%
SMFG
416
Sumitomo Mitsui Financial Group
Japan
$2.62M -$2.75M -27,296 -51%
EAM
417
Everstar Asset Management
North Carolina
$2.59M +$95.6K +949 +4%
NHFG
418
New Harbor Financial Group
Massachusetts
$2.56M -$461K -4,580 -15%
AWP
419
Axis Wealth Partners
Rhode Island
$2.56M +$966K +9,592 +60%
FA
420
Fiduciary Alliance
South Carolina
$2.56M +$2.12M +21,034 +483%
GEA
421
Glen Eagle Advisors
New Jersey
$2.55M -$20.5K -204 -0.8%
MI
422
Moneywise Inc
Virginia
$2.55M +$2.55M +25,296 New
ACA
423
Aptus Capital Advisors
Alabama
$2.54M +$408K +4,054 +19%
GC
424
Guggenheim Capital
Illinois
$2.54M -$878K -8,716 -26%
SP
425
Successful Portfolios
Florida
$2.52M -$285K -2,835 -10%
15 16
17
18 19