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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, 381 increasing their positions, 242 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
381
Reduced
242
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 %
GLA
501
Good Life Advisors
Pennsylvania
$1.22M -$74.1K -736 -6%
LK
502
Lumbard & Kellner
New Hampshire
$1.22M +$1.22M +12,087 New
LPFG
503
Landing Point Financial Group
Ohio
$1.21M +$826K +8,209 +214%
EIM
504
Ervin Investment Management
Washington
$1.21M +$1.21M +11,981 New
IIM
505
Ironwood Investment Management
Massachusetts
$1.2M – – –
ATC
506
Argent Trust Co
Tennessee
$1.19M -$89.2K -886 -7%
DA
507
Denali Advisors
California
$1.19M +$334K +3,317 +39%
PMG
508
Private Management Group
California
$1.19M +$161K +1,600 +16%
WAP
509
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$223K +2,217 +24%
VBFG
510
Vishria Bird Financial Group
Tennessee
$1.17M -$15.8K -157 -1%
PAS
511
Park Avenue Securities
New York
$1.15M -$695K -6,903 -38%
BAM
512
Bayshore Asset Management
Florida
$1.14M +$898K +8,922 +373%
PIM
513
Provident Investment Management
Michigan
$1.14M +$592K +5,881 +109%
WAM
514
Warberg Asset Management
Illinois
$1.13M +$1.13M +11,265 New
NC
515
Napatree Capital
Rhode Island
$1.13M +$663K +6,588 +143%
SWA
516
Serenus Wealth Advisors
California
$1.12M +$3.52K +35 +0.3%
SOS
517
Silver Oak Securities
Tennessee
$1.11M +$443K +4,400 +67%
CL
518
Choreo LLC
Illinois
$1.1M +$823K +8,171 +293%
EW
519
Element Wealth
Mississippi
$1.1M +$1.1M +10,900 New
CA
520
CoreCap Advisors
Michigan
$1.09M +$99K +983 +10%
ODA
521
One Degree Advisors
California
$1.08M -$8.83M -87,818 -89%
JIP
522
Jaffetilchin Investment Partners
Florida
$1.08M -$153K -1,518 -12%
LCWP
523
Legacy Capital Wealth Partners
Arkansas
$1.07M +$1.07M +10,670 New
FAG
524
Fortitude Advisory Group
Washington
$1.07M +$1.07M +10,632 New
SAIG
525
Semper Augustus Investments Group
Colorado
$1.07M +$1.07M +10,600 New
19 20
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