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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 %
SCM
451
Sheridan Capital Management
California
$1.8M +$50.8K +505 +3%
CI
452
CPR Investments
Michigan
$1.79M +$673K +6,683 +60%
KFAA
453
Klaas Financial Asset Advisors
Illinois
$1.79M +$910K +9,044 +104%
QCM
454
Quantinno Capital Management
New York
$1.78M +$1.78M +17,716 New
DWS
455
Dynamic Wealth Strategies
California
$1.78M -$185K -1,839 -9%
SKK
456
Shepherd Kaplan Krochuk
Massachusetts
$1.77M -$747K -7,424 -30%
GWP
457
Gateway Wealth Partners
Wisconsin
$1.77M +$135K +1,339 +8%
EDRH
458
Edmond de Rothschild Holding
Switzerland
$1.76M +$1.58M +15,726 +906%
MC
459
Marest Capital
California
$1.75M +$1.75M +17,391 New
GVAG
460
Great Valley Advisor Group
Delaware
$1.74M +$334K +3,320 +24%
SCI
461
Stableford Capital II
Arizona
$1.74M -$9.34M -92,885 -84%
BFG
462
Berger Financial Group
Minnesota
$1.72M +$947K +9,403 +123%
AFP
463
Alpha Financial Partners
Kentucky
$1.71M -$74K -735 -4%
EWP
464
Elevation Wealth Partners
California
$1.7M +$11.4K +113 +0.7%
IF
465
Intrua Financial
Texas
$1.69M +$18.9K +188 +1%
RCM
466
Regency Capital Management
Hawaii
$1.69M +$79.3K +788 +5%
RL
467
Retireful LLC
Michigan
$1.66M -$2.55M -25,313 -60%
MWM
468
Meridian Wealth Management
Kentucky
$1.66M -$6.14K -61 -0.4%
WIM
469
Waycross Investment Management
Washington
$1.65M +$391K +3,882 +31%
SIC
470
Salem Investment Counselors
North Carolina
$1.64M +$396K +3,936 +32%
National Bank of Canada
471
National Bank of Canada
Quebec, Canada
$1.62M +$1M +9,954 +163%
AFP
472
Ausdal Financial Partners
Iowa
$1.62M +$1.03M +10,252 +177%
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$1.61M +$650K +6,458 +68%
AWP
474
Axis Wealth Partners
Rhode Island
$1.6M +$410K +4,073 +35%
LFPWM
475
Leicht Financial Planning & Wealth Management
New Jersey
$1.59M +$1.59M +15,768 New
17 18
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