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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

903 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+52
Holders Change %
+6.11%
% of All Funds
12.11%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.94%
New
130
Increased
388
Reduced
329
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M
2
Morgan Stanley
Morgan Stanley
New York
$845M
3
Cerity Partners
Cerity Partners
New York
$249M
4
LPL Financial
LPL Financial
California
$725M
5
CI
CX Institutional
Indiana
$156M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$480M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$158M
3
PCIG
Partners Capital Investment Group
Massachusetts
$26.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
EIC
Equity Investment Corp
Georgia
$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
901
Semmax Financial Advisors
North Carolina
$406 -$102 -1 -20%
Franklin Resources
902
Franklin Resources
California
$403 – – –
MDCM
903
Morgan Dempsey Capital Management
Wisconsin
$78 -$5.85K -75 -99%
Russell Investments Group
904
Russell Investments Group
United Kingdom
$56 – – –
RCM
905
Raleigh Capital Management
North Carolina
$44 -$44 – –
BIG
906
Brooklyn Investment Group
New York
$42 – – –
FFA
907
Frazier Financial Advisors
Ohio
$15 -$15 – –
NC
908
NewSquare Capital
Pennsylvania
$6 – – –
Renaissance Technologies
909
Renaissance Technologies
New York
– -$115M -1,143,900 Closed
UBS AM
910
UBS AM
Illinois
– -$42.7M -424,534 Closed
ACP
911
Aveo Capital Partners
Colorado
– -$31.3M -311,957 Closed
AG
912
Ascent Group
Virginia
– -$7.58M -75,272 Closed
PDL
913
Portfolio Design Labs
California
– -$7.57M -75,218 Closed
MLCM
914
M & L Capital Management
United Kingdom
– -$7.52M -74,700 Closed
SA
915
Strategic Advisors
New York
– -$7.51M -74,551 Closed
BCM
916
Brasada Capital Management
Texas
– -$6.32M -62,938 Closed
SIC
917
Sterling Investment Counsel
New York
– -$4.42M -43,873 Closed
EBA
918
Eagle Bay Advisors
New York
– -$1.88M -18,649 Closed
MC
919
Marest Capital
California
– -$1.75M -17,391 Closed
CAM
920
Congress Asset Management
Massachusetts
– -$1.57M -15,619 Closed
CAM
921
Cidel Asset Management
Ontario, Canada
– -$1.5M -14,910 Closed
AWA
922
Alta Wealth Advisors
Massachusetts
– -$1.46M -14,474 Closed
VCM
923
Vision Capital Management
Oregon
– -$1.23M -12,209 Closed
WAM
924
Warberg Asset Management
Illinois
– -$1.13M -11,265 Closed
LCWP
925
Legacy Capital Wealth Partners
Arkansas
– -$1.07M -10,670 Closed
35 36
37
38 39