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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 %
RIA
876
Regal Investment Advisors
Michigan
– -$953K -9,500 Closed
NPFS
877
Novak & Powell Financial Services
Florida
– -$862K -8,589 Closed
SPWM
878
Spartan Planning & Wealth Management
North Carolina
– -$783K -7,808 Closed
EFG
879
Embree Financial Group
Illinois
– -$769K -7,668 Closed
WA
880
WESPAC Advisors
California
– -$733K -7,310 Closed
CPRC
881
Consolidated Portfolio Review Corp
New York
– -$695K -6,931 Closed
W
882
WorthPointe
California
– -$678K -6,763 Closed
NCFG
883
New Century Financial Group
New Jersey
– -$665K -6,626 Closed
HHGA
884
Halbert Hargrove Global Advisors
California
– -$575K -5,732 Closed
CWA
885
CJM Wealth Advisers
Virginia
– -$549K -5,475 Closed
GC
886
Grimes & Company
Massachusetts
– -$509K -5,075 Closed
HH
887
HWG Holdings
Texas
– -$464K -4,621 Closed
SHFP
888
Second Half Financial Partners
Florida
– -$453K -4,513 Closed
OMC
889
Old Mission Capital
Illinois
– -$427K -4,255 Closed
JCIA
890
Jackson Creek Investment Advisors
Colorado
– -$412K -4,104 Closed
TC
891
Trilogy Capital
California
– -$403K -4,017 Closed
Jane Street
892
Jane Street
New York
– -$388K -3,867 Closed
JF
893
JSF Financial
California
– -$362K -3,610 Closed
WPC
894
Wedmont Private Capital
Pennsylvania
– -$321K -3,191 Closed
JSSH
895
J. Safra Sarasin Holding
– -$302K -3,015 Closed
BTWM
896
Baker Tilly Wealth Management
Wisconsin
– -$300K -2,990 Closed
OWM
897
Opes Wealth Management
California
– -$272K -2,709 Closed
RB
898
Renasant Bank
Mississippi
– -$263K -2,624 Closed
SF
899
Symphony Financial
Texas
– -$250K -2,488 Closed
CA
900
Crane Advisory
California
– -$246K -2,453 Closed
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