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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 %
VFG
426
Victory Financial Group
Texas
$2.05M +$550K +5,463 +37%
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$2.04M +$245K +2,431 +14%
FIA
428
Foundations Investment Advisors
Arizona
$2.04M +$634K +6,293 +45%
ECA
429
Elevate Capital Advisors
Colorado
$2.02M +$604K +5,995 +43%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$2.01M -$1.83M -18,140 -48%
WW
431
Waterfront Wealth
Kansas
$1.99M -$31.3K -311 -2%
MWA
432
Mills Wealth Advisors
Texas
$1.97M +$1.1M +10,879 +125%
MWP
433
Meredith Wealth Planning
Illinois
$1.94M +$1.94M +19,320 New
UB
434
UMB Bank
Missouri
$1.93M +$218K +2,165 +13%
RIL
435
Rothschild Investment LLC
Illinois
$1.91M -$597K -5,931 -24%
PA
436
PFG Advisors
Arizona
$1.91M +$705K +6,999 +58%
SLA
437
Silver Lake Advisory
Utah
$1.9M -$126K -1,249 -6%
CA
438
Claro Advisors
Massachusetts
$1.9M +$1.68M +16,714 +768%
4A
439
4Wealth Advisors
Illinois
$1.9M -$132K -1,315 -7%
PAA
440
Peregrine Asset Advisers
Oregon
$1.9M +$1.49M +14,839 +372%
TWA
441
Talisman Wealth Advisors
New Jersey
$1.9M -$618K -6,143 -25%
HI
442
Harper Investing
California
$1.89M -$52.8K -524 -3%
NHC
443
Nicholas Hoffman & Company
Georgia
$1.89M +$1.89M +18,798 New
RIA
444
Realta Investment Advisors
Delaware
$1.88M -$212K -2,101 -10%
EBA
445
Eagle Bay Advisors
New York
$1.88M +$117K +1,158 +7%
CFS
446
Commonwealth Financial Services
West Virginia
$1.87M -$293K -2,914 -14%
BAAM
447
Baker Avenue Asset Management
California
$1.85M -$74.5K -740 -4%
CF
448
Collier Financial
Colorado
$1.84M +$746K +7,411 +68%
DWS
449
Discipline Wealth Solutions
South Carolina
$1.83M +$352K +3,492 +24%
DG
450
DMC Group
Alabama
$1.83M +$1.83M +18,142 New
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