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 %
LFG
751
Larson Financial Group
Missouri
$235K -$754K -7,493 -76%
RF
752
RHS Financial
California
$234K +$234K +2,325 New
BCM
753
Buckhead Capital Management
Georgia
$231K – – –
VA
754
Vident Advisory
Georgia
$228K – – –
Koshinski Asset Management
755
Koshinski Asset Management
Illinois
$224K -$42.2K -419 -16%
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221K +$221K +2,200 New
WFS
757
Widmann Financial Services
Maryland
$221K -$10.1K -100 -4%
SWP
758
Summit Wealth Partners
Florida
$221K -$25.1K -249 -10%
MWP
759
Madison Wealth Partners
Wisconsin
$220K +$220K +2,183 New
BCM
760
BluePath Capital Management
Georgia
$219K +$219K +2,174 New
MNA
761
Manning & Napier Advisors
New York
$218K +$218K +2,168 New
EF
762
Exeter Financial
Arizona
$218K -$201 -2 -0.1%
QWM
763
Quadcap Wealth Management
Texas
$217K -$369K -3,662 -63%
LW
764
Libra Wealth
California
$217K +$217K +2,158 New
USCWA
765
U.S. Capital Wealth Advisors
Texas
$217K – – –
SAM
766
Seelaus Asset Management
New Jersey
$216K – – –
AWM
767
Aegis Wealth Management
Maryland
$215K +$215K +2,140 New
WCP
768
Wealthcare Capital Partners
Pennsylvania
$215K +$215K +2,135 New
BGAI
769
Bruce G. Allen Investments
Colorado
$215K +$162K +1,605 +305%
AM
770
AGF Management
Ontario, Canada
$211K – – –
AGWCA
771
Annis Gardner Whiting Capital Advisors
Florida
$209K +$75.9K +754 +57%
MIA
772
MMBG Investment Advisors
Florida
$208K +$208K +2,065 New
SWA
773
Sightline Wealth Advisors
Connecticut
$207K +$1.41K +14 +0.7%
BDFN
774
Bond & Devick Financial Network
Minnesota
$207K – – –
AQR Capital Management
775
AQR Capital Management
Connecticut
$207K +$207K +2,053 New
29 30
31
32 33