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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

905 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, 390 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+54
Holders Change %
+6.35%
% of All Funds
12.13%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.94%
New
130
Increased
390
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 %
CWM
451
Congress Wealth Management
Massachusetts
$2.12M -$31.5K -313 -1%
CA
452
Claro Advisors
Massachusetts
$2.09M +$184K +1,827 +10%
Goldman Sachs
453
Goldman Sachs
New York
$2.07M +$1.26M +12,534 +156%
OHIS
454
Oak Harvest Investment Services
Texas
$2.07M -$119K -1,184 -5%
OC
455
Oppenheimer & Co
New York
$2.06M -$420K -4,167 -17%
EIM
456
Ervin Investment Management
Washington
$2.05M +$843K +8,373 +70%
SI
457
Seeds Investor
New York
$2.04M +$2.04M +20,225 New
SCM
458
Sheridan Capital Management
California
$2.02M +$219K +2,173 +12%
GVAG
459
Great Valley Advisor Group
Delaware
$2M +$260K +2,577 +15%
Mercer Global Advisors
460
Mercer Global Advisors
Colorado
$1.99M +$1.53M +15,213 +333%
SLA
461
Silver Lake Advisory
Utah
$1.98M +$77.7K +772 +4%
BCG
462
Bravias Capital Group
New Jersey
$1.96M +$599K +5,944 +44%
EFG
463
Ethos Financial Group
Pennsylvania
$1.92M -$1.99M -19,721 -51%
UAG
464
United Advisor Group
Ohio
$1.91M -$755K -7,498 -28%
4A
465
4Wealth Advisors
Illinois
$1.91M +$10.8K +107 +0.6%
SCM
466
Schnieders Capital Management
California
$1.91M +$1.91M +18,925 New
SIC
467
Salem Investment Counselors
North Carolina
$1.9M +$263K +2,614 +16%
VFG
468
Victory Financial Group
Texas
$1.9M -$154K -1,530 -8%
LPFG
469
Landing Point Financial Group
Ohio
$1.9M +$686K +6,813 +57%
WAM
470
Walker Asset Management
Missouri
$1.9M -$187K -1,856 -9%
RC
471
Roundview Capital
New Jersey
$1.89M +$1.39M +13,804 +278%
ACM
472
Ategra Capital Management
Virginia
$1.89M +$1.89M +18,749 New
PLC
473
Peapod Lane Capital
New York
$1.89M +$434K +4,312 +30%
WCWM
474
Willow Creek Wealth Management
California
$1.88M -$632K -6,276 -25%
CA
475
Crane Advisory
California
$1.88M +$1.88M +18,678 New
17 18
19
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