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 %
UCB
776
United Community Bank
South Carolina
$202K -$16.9K -168 -8%
RP
777
Raelipskie Partnership
Ontario, Canada
$201K +$201K +2,000 New
SFPG
778
Stonebridge Financial Planning Group
Florida
$201K – – –
NC
779
North Capital
Utah
$201K +$201K +2,000 New
GIA
780
GHP Investment Advisors
Colorado
$201K -$159K -1,578 -44%
FAIM
781
Financial Advocates Investment Management
Washington
$201K +$201K +1,997 New
AIA
782
Armor Investment Advisors
North Carolina
$201K – – –
LWMI
783
Legacy Wealth Management (Idaho)
Idaho
$187K +$187K +1,856 New
SWM
784
Spire Wealth Management
Virginia
$185K +$101 +1 +0.1%
ADL
785
Asset Dedication LLC
California
$182K +$152K +1,514 +508%
S
786
Sachetta
Massachusetts
$174K +$174K +1,730 New
HIA
787
Harbor Investment Advisory
Maryland
$166K +$165K +1,642 +41,050%
CAM
788
Costello Asset Management
Pennsylvania
$161K +$161K +1,600 New
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K +$157K +1,555 New
PPC
790
Park Place Capital
Alabama
$151K -$50.3K -500 -25%
TC
791
Trust Company
Kansas
$150K -$50K -497 -25%
DMIC
792
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148K – – –
Fidelity Investments
793
Fidelity Investments
Massachusetts
$144K -$248K -2,468 -63%
GPI
794
General Partner Inc
Pennsylvania
$141K – – –
GM
795
GeoWealth Management
Illinois
$125K -$2.36M -23,390 -95%
LI
796
LRI Investments
Florida
$125K +$47.8K +475 +62%
MG
797
Mather Group
Illinois
$122K +$11.2K +111 +10%
CFD
798
Creative Financial Designs
Indiana
$110K +$504 +5 +0.5%
RF
799
Rossby Financial
Florida
$101K +$101K +1,005 New
SCA
800
Stuart Chaussee & Associates
California
$101K -$30.2K -300 -23%
30 31
32
33 34