SGOV icon

iShares 0-3 Month Treasury Bond ETF

912 hedge funds and large institutions have $15.9B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 391 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
147
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$383K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$605M
2 +$225M
3 +$212M
4
Cerity Partners
Cerity Partners
New York
+$131M
5
LPL Financial
LPL Financial
California
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
AWF
51
Alpha Wealth Funds
Utah
$67.5M
AWM
52
Axxcess Wealth Management
California
$66.8M
HighTower Advisors
53
HighTower Advisors
Illinois
$66.3M
FHA
54
Flagship Harbor Advisors
Massachusetts
$65M
SFA
55
Sequoia Financial Advisors
Ohio
$64.6M
RCM
56
Ridgepath Capital Management
Tennessee
$64.3M
ACM
57
Aspen Capital Management
Idaho
$64M
FFA
58
Farther Finance Advisors
California
$63.5M
TAM
59
Titleist Asset Management
Texas
$63.3M
ACM
60
Avos Capital Management
Washington
$62.2M
MA
61
MONECO Advisors
Connecticut
$61.3M
ODIJL
62
One Day In July LLC
Vermont
$57.3M
PCM
63
Punch Card Management
Florida
$57M
AC
64
Arjuna Capital
North Carolina
$55.5M
DFG
65
Dynamic Financial Group
Iowa
$54.2M
SWM
66
Selective Wealth Management
Virginia
$53.2M
T. Rowe Price Investment Management
67
T. Rowe Price Investment Management
Maryland
$52.3M
DADC
68
D.A. Davidson & Co
Montana
$51.2M
TF
69
TLWM Financial
Texas
$48.8M
Wealthfront Advisers
70
Wealthfront Advisers
California
$47.8M
BlackRock
71
BlackRock
New York
$46.2M
SAM
72
Synergy Asset Management
Washington
$44.3M
BFG
73
Bleakley Financial Group
New Jersey
$44.1M
Creative Planning
74
Creative Planning
Kansas
$42.9M
RCA
75
Resonant Capital Advisors
Wisconsin
$42.1M