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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 %
Empower Advisory Group
626
Empower Advisory Group
Colorado
$516K -$6.85K -68 -1%
MAS
627
MPWM Advisory Solutions
Georgia
$513K -$55.2K -548 -10%
SJL
628
Shayne & Jacobs LLC
Tennessee
$513K – – –
CAL
629
Capital Advisors Ltd
Ohio
$511K -$60.7K -603 -11%
BSSFA
630
Baron Silver Stevens Financial Advisors
Florida
$510K +$61.3K +609 +14%
ZF
631
Zhang Financial
Michigan
$509K +$509K +5,053 New
BIG
632
Boothe Investment Group
Delaware
$503K – – –
Northern Trust
633
Northern Trust
Illinois
$502K -$195K -1,940 -28%
Baird Financial Group
634
Baird Financial Group
Wisconsin
$501K +$501K +4,976 New
NWM
635
Napa Wealth Management
California
$501K +$501K +4,973 New
NWWA
636
New Wave Wealth Advisors
Arkansas
$500K +$25.4K +252 +5%
RC
637
Roundview Capital
New Jersey
$500K – – –
CPIG
638
Chicago Partners Investment Group
Illinois
$496K +$496K +4,940 New
AG
639
AlTi Global
New York
$493K +$102K +1,010 +26%
GAA
640
Global Assets Advisory
Florida
$490K -$992K -9,885 -67%
EAM
641
Evanson Asset Management
California
$489K +$223K +2,219 +84%
DE
642
Diversified Enterprises
Delaware
$488K +$488K +4,850 New
CSC
643
Caldwell Sutter Capital
California
$486K +$486K +4,829 New
NCM
644
New Capital Management
Texas
$484K +$3.32K +33 +0.7%
ERIC
645
Eagle Rock Investment Company
Georgia
$478K – – –
BIG
646
Brookwood Investment Group
Arizona
$463K +$463K +4,601 New
Mercer Global Advisors
647
Mercer Global Advisors
Colorado
$460K -$287K -2,851 -38%
PS
648
Portfolio Strategies
New York
$460K +$460K +4,567 New
OC
649
Oarsman Capital
Wisconsin
$457K +$457K +4,537 New
BA
650
Bristlecone Advisors
Washington
$456K -$556K -5,525 -55%
24 25
26
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