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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 %
Franklin Resources
851
Franklin Resources
California
$403 – – –
Russell Investments Group
852
Russell Investments Group
United Kingdom
$56 +$56 +1 New
RCM
853
Raleigh Capital Management
North Carolina
$44 -$1.69M -16,815 Closed
BIG
854
Brooklyn Investment Group
New York
$42 – – –
FFA
855
Frazier Financial Advisors
Ohio
$15 – – –
MSCM
856
McElhenny Sheffield Capital Management
Texas
– -$40.2M -400,289 Closed
BCM
857
BML Capital Management
Indiana
– -$26.1M -260,000 Closed
T2I
858
Turim 21 Investimentos
Brazil
– -$13.7M -136,177 Closed
VARA
859
Value Aligned Research Advisors
New Jersey
– -$7.12M -71,010 Closed
SCM
860
Saxony Capital Management
Missouri
– -$4.96M -49,463 Closed
3C
861
325 Capital
New York
– -$4.23M -42,184 Closed
FFO
862
Fiduciary Family Office
Florida
– -$3.21M -31,998 Closed
PFA
863
Peak Financial Advisors
Colorado
– -$3.04M -30,260 Closed
WA
864
Win Advisors
Florida
– -$3.02M -30,080 Closed
BAS
865
Breakthru Advisory Services
Wisconsin
– -$2.72M -27,110 Closed
PCM
866
Prelude Capital Management
New York
– -$2.51M -25,000 Closed
PWMG
867
Pinnacle Wealth Management Group
Michigan
– -$2.26M -22,524 Closed
BIP
868
Blueprint Investment Partners
North Carolina
– -$1.96M -19,510 Closed
WAM
869
WealthTrust Asset Management
Florida
– -$1.6M -15,924 Closed
AWM
870
Angeles Wealth Management
California
– -$1.37M -13,667 Closed
CFG
871
Certior Financial Group
Pennsylvania
– -$1.28M -12,714 Closed
CAP
872
Columbia Advisory Partners
Washington
– -$1.15M -11,462 Closed
MGW
873
MB Generational Wealth
Washington
– -$1.11M -11,034 Closed
CWM
874
Consultiva Wealth Management
Puerto Rico
– -$1.03M -10,232 Closed
HPC
875
HM Payson & Co
Maine
– -$1M -10,000 Closed
33 34
35
36 37