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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 %
SF
651
Synovus Financial
Georgia
$455K +$179K +1,778 +65%
WFAG
652
Wescott Financial Advisory Group
Pennsylvania
$455K +$2.82K +28 +0.6%
MW
653
Maia Wealth
Colorado
$453K +$453K +4,508 New
TIP
654
Tandem Investment Partners
New Jersey
$453K -$358K -3,558 -44%
DF
655
Dunhill Financial
United Kingdom
$448K +$448K +4,455 New
RWP
656
RWA Wealth Partners
Massachusetts
$442K -$493K -4,893 -53%
OAJ
657
Ogorek Anthony Joseph
New York
$441K +$65.1K +647 +17%
FA
658
Fiduciary Alliance
South Carolina
$439K +$439K +4,358 New
SFWA
659
Summit Financial Wealth Advisors
Louisiana
$431K – – –
AFS
660
Access Financial Services
Minnesota
$430K +$430K +4,271 New
IA
661
IFP Advisors
Florida
$427K -$142K -1,413 -25%
PFA
662
Petra Financial Advisors
Colorado
$426K +$426K +4,227 New
NMG
663
New Millennium Group
Utah
$417K +$235K +2,336 +129%
TCFP
664
Treasure Coast Financial Planning
Florida
$417K – – –
EAMA
665
EFG Asset Management (Americas)
Florida
$405K – – –
JWM
666
Jessup Wealth Management
Ohio
$405K -$19.7K -196 -5%
IA
667
IFG Advisory
Georgia
$403K +$10.6K +105 +3%
NAS
668
NWF Advisory Services
California
$403K +$403K +4,004 New
MFT
669
Moisand Fitzgerald Tamayo
Florida
$401K -$94.5K -939 -19%
CGA
670
Compound Global Advisors
Washington
$400K +$400K +3,977 New
Fisher Asset Management
671
Fisher Asset Management
Washington
$397K +$397K +3,939 New
AL
672
Aspiriant LLC
California
$395K -$94.9K -943 -19%
AWS
673
Arkfeld Wealth Strategies
Nebraska
$395K +$4.02K +40 +1%
CA
674
Cannon Advisors
North Carolina
$395K +$33.4K +332 +9%
GIM
675
Guild Investment Management
California
$393K +$50.3K +500 +15%
25 26
27
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