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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 %
BMM
676
Berkshire Money Management
Massachusetts
$391K +$391K +3,887 New
Mirae Asset Global Investments
677
Mirae Asset Global Investments
South Korea
$385K -$5.22M -51,855 -93%
AWA
678
Arkadios Wealth Advisors
Georgia
$384K +$4.83K +48 +1%
MSFS
679
Main Street Financial Solutions
Pennsylvania
$383K +$383K +3,800 New
WCG
680
Weaver Consulting Group
California
$380K – – –
HWP
681
Highline Wealth Partners
California
$374K -$168K -1,664 -31%
WWM
682
WT Wealth Management
Arizona
$372K – – –
HW
683
Hedeker Wealth
Illinois
$372K +$1.01K +10 +0.3%
FIC
684
Family Investment Center
Missouri
$369K +$83.5K +829 +29%
DCM
685
Donaldson Capital Management
Indiana
$366K -$236K -2,348 -39%
NA
686
Note Advisors
New York
$366K – – –
TC
687
TAGStone Capital
North Carolina
$363K +$363K +3,608 New
SAM
688
Sectoral Asset Management
Quebec, Canada
$361K -$444K -4,411 -55%
OCM
689
One Capital Management
California
$360K -$5.84K -58 -2%
LWM
690
Luminvest Wealth Management
Arizona
$360K +$360K +3,572 New
CPA
691
Cardiff Park Advisors
California
$358K +$358K +3,555 New
VF
692
Vestment Financial
Minnesota
$358K -$151K -1,505 -30%
CW
693
CreativeOne Wealth
Kansas
$358K +$78.1K +776 +28%
RIA
694
Retirement Investment Advisors
Oklahoma
$356K -$6.14K -61 -2%
TCCM
695
Timber Creek Capital Management
Massachusetts
$353K +$353K +3,502 New
IDA
696
Intelligence Driven Advisers
California
$348K +$348K +3,456 New
MPM
697
Meritage Portfolio Management
Kansas
$340K – – –
AWM
698
Avior Wealth Management
Nebraska
$339K +$191K +1,900 +129%
AWAU
699
Alliance Wealth Advisors (Utah)
Utah
$338K +$110K +1,095 +48%
1WM
700
1858 Wealth Management
Ohio
$338K +$32.5K +323 +11%
26 27
28
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