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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

900 hedge funds and large institutions have $15.1B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 387 increasing their positions, 328 reducing their positions, and 64 closing their positions.

Holders
900
Holders Change
+49
Holders Change %
+5.76%
% of All Funds
12.09%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
129
Increased
387
Reduced
328
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M
2
Morgan Stanley
2
Morgan Stanley
New York
$845M
3
Cerity Partners
3
Cerity Partners
New York
$249M
4
LPL Financial
4
LPL Financial
California
$725M
5
CI
5
CX Institutional
Indiana
$156M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$480M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
EIC
4
Equity Investment Corp
Georgia
$92.3M
5
KWM
5
Kingsview Wealth Management
Oregon
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
26
Cynosure Group
Utah
$119M 1,185,882 +564,698 +91%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$115M 1,140,471 -291,263 -20%
WFMPM
28
Woodley Farra Manion Portfolio Management
Indiana
$114M 1,128,985 -313,081 -22%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$106M 1,053,609 +266,331 +34%
Osaic Holdings
30
Osaic Holdings
Arizona
$104M 1,031,353 -770,663 -43%
PGFC
31
Peapack-Gladstone Financial Corp
New Jersey
$103M 1,018,869 +39,786 +4%
BL
32
Balentine LLC
Georgia
$102M 1,009,163 +111,322 +12%
MIC
33
Maxi Investments CY
Cyprus
$100M 994,470 +816,796 +460%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$96.3M 956,797 -270,055 -22%
Prudential Financial
35
Prudential Financial
New Jersey
$93.8M 932,846 +63,000 +7%
ACM
36
Advisors Capital Management
New Jersey
$93.7M 930,987 +280,493 +43%
EIC
37
Equity Investment Corp
Georgia
$92.3M 916,274 -1,143,453 -56%
MA
38
Mutual Advisors
Nebraska
$87.6M 869,949 +24,060 +3%
CVM
39
Cheviot Value Management
California
$87.4M 870,273 +107,940 +14%
ACM
40
AlphaStar Capital Management
North Carolina
$86.8M 1,527,023 -355,416 -19%
MMA
41
Miracle Mile Advisors
California
$84M 833,755 +25,723 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$77.5M 769,590 +97,820 +15%
LJCM
43
Lee Johnson Capital Management
Texas
$76.5M 759,836 +157,972 +26%
GAM
44
Gotham Asset Management
New York
$75.4M 748,815 +635,060 +558%
Stifel Financial
45
Stifel Financial
Missouri
$74.7M 742,000 +54,257 +8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$73M 724,972 +254,166 +54%
SCM
47
Sollinda Capital Management
Florida
$70.7M 702,062 +235,563 +50%
PC
48
Peavine Capital
Nevada
$67.9M 674,506 +674,506 New
AWF
49
Alpha Wealth Funds
Utah
$67.5M 670,827 +81,493 +14%
AWM
50
Axxcess Wealth Management
California
$66.8M 663,339 +140,932 +27%
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