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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 %
FHA
826
First Horizon Advisors
Tennessee
$16.2K +$5.14K +51 +46%
Jones Financial Companies
827
Jones Financial Companies
Missouri
$15.1K +$15.1K +150 New
UIA
828
Ulland Investment Advisors
Minnesota
$15K -$9.87K -100 -40%
AG
829
AmeriFlex Group
Nevada
$12.7K – – –
POIA
830
Pin Oak Investment Advisors
Texas
$12K +$12K +121 New
Allspring Global Investments
831
Allspring Global Investments
North Carolina
$11.8K – – –
HIA
832
HFM Investment Advisors
New Jersey
$11.7K +$11.7K +116 New
HNW
833
High Note Wealth
Minnesota
$9.97K – – –
PWM
834
Proathlete Wealth Management
Florida
$9.36K +$9.36K +93 New
William Blair & Company
835
William Blair & Company
Illinois
$8K -$17.1K -169 -68%
MDCM
836
Morgan Dempsey Capital Management
Wisconsin
$7.67K -$101 -1 -1%
BBHC
837
Brown Brothers Harriman & Co
New York
$6.44K -$146K -1,451 -96%
GIM
838
Gold Investment Management
Alberta, Canada
$5.74K +$201 +2 +4%
FRA
839
Front Row Advisors
California
$5.44K – – –
BIA
840
Bell Investment Advisors
California
$5.03K +$5.03K +50 New
GKIM
841
GW&K Investment Management
Massachusetts
$5K +$5K +48 New
IBOK
842
Independence Bank of Kentucky
Kentucky
$4.23K – – –
Citigroup
843
Citigroup
New York
$3.42K -$18K -179 -84%
IWM
844
IMG Wealth Management
Florida
$3.35K – – –
MWA
845
Moser Wealth Advisors
Washington
$2.52K +$2.52K +25 New
VWWMG
846
Vermillion & White Wealth Management Group
Pennsylvania
$2.32K +$2.32K +23 New
MAFA
847
MJT & Associates Financial Advisory
Minnesota
$1.61K +$1.61K +16 New
CT
848
Clearstead Trust
Maine
$1.31K – – –
CIA
849
Cape Investment Advisory
Georgia
$1.01K +$1.01K +10 New
SFA
850
Semmax Financial Advisors
North Carolina
$465 – – –
32 33
34
35 36