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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

900 hedge funds and large institutions have $15.1B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 387 increasing their positions, 328 reducing their positions, and 64 closing their positions.

Holders
900
Holders Change
+49
Holders Change %
+5.76%
% of All Funds
12.09%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
129
Increased
387
Reduced
328
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M
2
Morgan Stanley
2
Morgan Stanley
New York
$845M
3
Cerity Partners
3
Cerity Partners
New York
$249M
4
LPL Financial
4
LPL Financial
California
$725M
5
CI
5
CX Institutional
Indiana
$156M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$480M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
EIC
4
Equity Investment Corp
Georgia
$92.3M
5
KWM
5
Kingsview Wealth Management
Oregon
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$66.3M 658,303 +296,200 +82%
FHA
52
Flagship Harbor Advisors
Massachusetts
$65M 645,900 +189,236 +41%
SFA
53
Sequoia Financial Advisors
Ohio
$64.6M 641,898 -40,550 -6%
ACM
54
Aspen Capital Management
Idaho
$64M 635,800 +102,600 +19%
FFA
55
Farther Finance Advisors
California
$63.5M 630,981 +84,653 +15%
TAM
56
Titleist Asset Management
Texas
$63.3M 629,085 -212,559 -25%
ACM
57
Avos Capital Management
Washington
$62.2M 618,125 -35,015 -5%
MA
58
MONECO Advisors
Connecticut
$61.3M 608,670 +70,973 +13%
ODIJL
59
One Day In July LLC
Vermont
$57.3M 568,737 -361 -0.1%
PCM
60
Punch Card Management
Florida
$57M 566,000 -15,100 -3%
AC
61
Arjuna Capital
North Carolina
$55.5M 550,859 +65,059 +13%
DFG
62
Dynamic Financial Group
Iowa
$54.2M 537,977 -22,180 -4%
SWM
63
Selective Wealth Management
Virginia
$53.2M 529,734 +172,670 +48%
T. Rowe Price Investment Management
64
T. Rowe Price Investment Management
Maryland
$52.3M 519,308 +261,711 +102%
DADC
65
D.A. Davidson & Co
Montana
$51.2M 508,187 +508,187 New
TF
66
TLWM Financial
Texas
$48.8M 484,569 +484,569 New
Wealthfront Advisers
67
Wealthfront Advisers
California
$47.8M 474,431 +202,620 +75%
BlackRock
68
BlackRock
New York
$46.2M 459,228 -102,254 -18%
SAM
69
Synergy Asset Management
Washington
$44.3M 440,428 +9,553 +2%
BFG
70
Bleakley Financial Group
New Jersey
$44.1M 437,840 -152,245 -26%
Creative Planning
71
Creative Planning
Kansas
$42.9M 425,774 -37,707 -8%
RCA
72
Resonant Capital Advisors
Wisconsin
$42.1M 418,153 -132,177 -24%
EFA
73
Efficient Frontier Advisors
Connecticut
$42.1M 417,900 +11,049 +3%
MML Investors Services
74
MML Investors Services
Massachusetts
$41.3M 409,829 +68,074 +20%
EWA
75
Exencial Wealth Advisors
Oklahoma
$41.1M 408,387 -20,399 -5%
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