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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 %
FM
401
Foster & Motley
Ohio
$2.5M -$1.57M -15,559 -39%
EAM
402
Everstar Asset Management
North Carolina
$2.5M -$409K -4,066 -14%
EMAM
403
Encompass More Asset Management
California
$2.49M +$1.22M +12,086 +96%
WIA
404
World Investment Advisors
California
$2.49M -$9.07M -90,064 -78%
OC
405
Oppenheimer & Co
New York
$2.48M +$2.14M +21,210 +617%
WSFS
406
Wilmington Savings Fund Society
Delaware
$2.45M +$2.11M +20,946 +616%
1WM
407
1900 Wealth Management
Texas
$2.44M +$451K +4,484 +23%
GC
408
Guidance Capital
Kentucky
$2.42M +$7.73K +77 +0.3%
PL
409
Plancorp LLC
Missouri
$2.4M +$2.4M +23,835 New
AA
410
Armis Advisers
Georgia
$2.38M +$2.38M +23,652 New
Polen Capital Management
411
Polen Capital Management
Florida
$2.35M +$1.78M +17,730 +318%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$2.34M +$326K +3,248 +16%
CA
413
Clune & Associates
Illinois
$2.21M -$161K -1,604 -7%
WCM
414
Winthrop Capital Management
Indiana
$2.21M +$43.8K +435 +2%
OHIS
415
Oak Harvest Investment Services
Texas
$2.19M +$308K +3,056 +16%
SIS
416
Sound Income Strategies
Florida
$2.18M +$15.8K +157 +0.7%
PWM
417
Prosperity Wealth Management
California
$2.17M +$738K +7,330 +52%
CWM
418
Congress Wealth Management
Massachusetts
$2.15M +$330K +3,276 +18%
ACA
419
Aptus Capital Advisors
Alabama
$2.13M +$133K +1,318 +7%
LF
420
Lantz Financial
Illinois
$2.11M +$768K +7,628 +57%
IAN
421
Integrated Advisors Network
Texas
$2.11M +$1.35M +13,366 +177%
WIA
422
Wealthedge Investment Advisors
New York
$2.1M +$635K +6,311 +43%
Bank Julius Baer & Co
423
Bank Julius Baer & Co
Switzerland
$2.09M -$122K -1,074 -6%
WAM
424
Walker Asset Management
Missouri
$2.08M +$2.08M +20,690 New
GIM
425
Goelzer Investment Management
Indiana
$2.06M +$2.06M +20,430 New
15 16
17
18 19