SGOV icon

iShares 0-3 Month Treasury Bond ETF

904 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 389 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+53
Holders Change %
+6.23%
% of All Funds
12.12%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
130
Increased
389
Reduced
329
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
SJL
676
Shayne & Jacobs LLC
Tennessee
$514K
ACP
677
Argyle Capital Partners
California
$510K +$242K +2,400 +90%
DFG
678
Demars Financial Group
Washington
$510K +$510K +5,069 New
PA
679
Perennial Advisors
New York
$505K +$505K +5,014 New
BIG
680
Boothe Investment Group
Delaware
$503K
LAS
681
LWM Advisory Services
Florida
$503K -$187K -1,859 -27%
Polen Capital Management
682
Polen Capital Management
Florida
$501K -$1.85M -18,327 -79%
MCC
683
Money Concepts Capital
Florida
$495K +$495K +4,916 New
SAM
684
Strategy Asset Managers
California
$493K +$493K +4,901 New
CCA
685
Clarity Capital Advisors
Florida
$487K +$487K +4,834 New
RWP
686
RWA Wealth Partners
Massachusetts
$486K +$44.5K +442 +10%
AWM
687
Angeles Wealth Management
California
$481K +$481K +4,774 New
Fidelity Investments
688
Fidelity Investments
Massachusetts
$479K +$335K +3,327 +233%
CW
689
CreativeOne Wealth
Kansas
$478K +$120K +1,190 +33%
MSAM
690
Moloney Securities Asset Management
Missouri
$477K +$153K +1,515 +47%
DAS
691
Dynamic Advisor Solutions
Arizona
$474K -$110K -1,092 -19%
SF
692
Synovus Financial
Georgia
$473K +$17.5K +174 +4%
PS
693
Portfolio Strategies
New York
$468K +$8.56K +85 +2%
CFC
694
Coyle Financial Counsel
Illinois
$465K +$135K +1,341 +41%
GP
695
Greenline Partners
New York
$464K -$5.57M -55,273 -92%
GIA
696
Gladstone Institutional Advisory
Florida
$457K -$82.1K -815 -15%
DE
697
Diversified Enterprises
Delaware
$454K -$34.7K -345 -7%
NW
698
NewEdge Wealth
Pennsylvania
$450K +$450K +4,482 New
GIA
699
GHP Investment Advisors
Colorado
$449K +$247K +2,458 +123%
AW
700
Alaethes Wealth
Nevada
$443K +$443K +4,400 New