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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

900 hedge funds and large institutions have $15.1B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 387 increasing their positions, 328 reducing their positions, and 64 closing their positions.

Holders
900
Holders Change
+49
Holders Change %
+5.76%
% of All Funds
12.09%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
129
Increased
387
Reduced
328
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$480M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
EIC
4
Equity Investment Corp
Georgia
$92.3M
5
KWM
5
Kingsview Wealth Management
Oregon
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
951
Avantax Planning Partners
Iowa
– – -2,749 Closed
FF
952
Friedenthal Financial
New Jersey
– – -2,735 Closed
ARC
953
Advisor Resource Council
Texas
– – -2,543 Closed
VHAM
954
Van Hulzen Asset Management
California
– – -2,418 Closed
AIA
955
AIMZ Investment Advisors
California
– – -2,400 Closed
FFN
956
Focus Financial Network
Minnesota
– – -2,363 Closed
BCM
957
BluePath Capital Management
Georgia
– – -2,174 Closed
LW
958
Libra Wealth
California
– – -2,158 Closed
USCWA
959
U.S. Capital Wealth Advisors
Texas
– – -2,156 Closed
AWM
960
Aegis Wealth Management
Maryland
– – -2,140 Closed
FAIM
961
Financial Advocates Investment Management
Washington
– – -1,997 Closed
TC
962
Trust Company
Kansas
– – -1,488 Closed
MG
963
Mather Group
Illinois
– – -1,211 Closed
WP
964
WealthShield Partners
North Carolina
– – -319 Closed
HIMS
965
Hager Investment Management Services
New Hampshire
– – -194 Closed
POIA
966
Pin Oak Investment Advisors
Texas
– – -121 Closed
GKIM
967
GW&K Investment Management
Massachusetts
– – -48 Closed
IBOK
968
Independence Bank of Kentucky
Kentucky
– – -42 Closed
VWWMG
969
Vermillion & White Wealth Management Group
Pennsylvania
– – -23 Closed
HNB
970
Huntington National Bank
Ohio
– – – –
Belvedere Trading
971
Belvedere Trading
Illinois
– – – –
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