SGOV icon

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 %
ZIC
701
ZWJ Investment Counsel
Georgia
$335K +$335K +3,328 New
EM
702
ELCO Management
New York
$332K +$332K +3,300 New
FCH
703
Freestone Capital Holdings
Washington
$332K -$9.36K -93 -3%
CFC
704
Coyle Financial Counsel
Illinois
$330K +$8.56K +85 +3%
LC
705
Landaas & Company
Wisconsin
$329K – – –
CCC
706
Cable Car Capital
California
$328K +$2.22K +22 +0.7%
CFO
707
Capitol Family Office
Oregon
$327K -$27.3K -271 -8%
MSAM
708
Moloney Securities Asset Management
Missouri
$324K -$51.8K -515 -14%
AC
709
Addison Capital
Pennsylvania
$320K +$320K +3,180 New
ML
710
Mayport LLC
Massachusetts
$315K +$315K +3,125 New
WWG
711
West Wealth Group
California
$312K +$312K +3,108 New
SM
712
Sweeney & Michel
California
$307K +$307K +3,061 New
SA
713
Sovran Advisors
California
$307K +$307K +3,052 New
HI
714
Harbour Investments
Wisconsin
$305K -$3.73K -37 -1%
SWM
715
SeaCrest Wealth Management
New York
$305K +$1.01K +10 +0.3%
FCI
716
Financial Counselors Inc
Kansas
$305K -$129K -1,280 -30%
NCM
717
Northland Capital Management
Minnesota
$302K +$101K +1,000 +50%
JFA
718
JNBA Financial Advisors
Minnesota
$301K +$301K +2,985 New
PFS
719
Prospera Financial Services
Texas
$298K -$29.9K -297 -9%
ESB
720
Essex Savings Bank
Connecticut
$295K +$295K +2,931 New
AIM
721
Advyzon Investment Management
Illinois
$290K +$290K +2,880 New
HWM
722
HB Wealth Management
Georgia
$289K +$289K +2,872 New
VCM
723
Virtue Capital Management
Tennessee
$289K -$7.02M -69,684 -96%
DAL
724
Delta Accumulation LLC
California
$287K – – –
PWA
725
PCG Wealth Advisors
Kansas
$287K +$287K +2,850 New
27 28
29
30 31