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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 %
NIA
576
NBZ Investment Advisors
Tennessee
$745K +$243K +2,415 +48%
LWA
577
LifeGoal Wealth Advisors
New York
$737K +$737K +7,318 New
EIA
578
Eldridge Investment Advisors
New Hampshire
$734K -$1.38M -13,699 -65%
ACM
579
Andina Capital Management
Utah
$729K -$10.5K -104 -1%
Tudor Investment Corp
580
Tudor Investment Corp
Connecticut
$727K +$727K +7,221 New
APW
581
Austin Private Wealth
Texas
$724K -$428K -4,249 -37%
BWM
582
BankPlus Wealth Management
Mississippi
$702K +$702K +6,978 New
LFAS
583
Level Four Advisory Services
Texas
$699K +$185K +1,836 +36%
AFC
584
Adaptive Financial Consulting
Ohio
$693K +$101K +999 +17%
AP
585
Adero Partners
California
$691K +$691K +6,862 New
LAS
586
LWM Advisory Services
Florida
$690K +$130K +1,294 +23%
DC
587
Davenport & Co
Virginia
$690K – – –
AF
588
Advisornet Financial
Minnesota
$684K +$302K +2,995 +79%
FA
589
Freestate Advisors
Kansas
$683K +$239K +2,374 +54%
BA
590
Bridgewater Advisors
New York
$676K +$676K +6,711 New
BMWM
591
Brown Miller Wealth Management
Virginia
$665K +$665K +6,605 New
XPN
592
XY Planning Network
Montana
$665K +$665K +6,602 New
SIM
593
SSI Investment Management
California
$663K – – –
BWP
594
Burling Wealth Partners
Illinois
$655K +$655K +6,508 New
WIM
595
Wittenberg Investment Management
Massachusetts
$654K – – –
RCAG
596
Rehmann Capital Advisory Group
Michigan
$652K +$101 +1 +0%
SAI
597
Savvy Advisors Inc
New York
$646K +$646K +6,419 New
WCFA
598
Walkner Condon Financial Advisors
Wisconsin
$637K +$637K +6,329 New
EWM
599
Empirical Wealth Management
Washington
$629K +$20.1K +200 +3%
MFA
600
McClarren Financial Advisors
Pennsylvania
$621K +$421K +4,201 +210%
22 23
24
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