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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 %
VWM
76
Vigilare Wealth Management
Arizona
$41M 407,137 -339,401 -45%
Corient Private Wealth
77
Corient Private Wealth
Florida
$40.9M 405,882 +104,163 +35%
BAM
78
Belpointe Asset Management
Nevada
$39.8M 395,173 -386,610 -49%
Mariner
79
Mariner
Kansas
$39.7M 393,918 +5,226 +1%
ST
80
Smithfield Trust
Pennsylvania
$39.5M 392,505 +82,025 +26%
MFIM
81
Mesirow Financial Investment Management
Illinois
$39.5M 392,339 +170,987 +77%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$39.4M 391,426 -144,231 -27%
FWSM
83
First Wilshire Securities Management
California
$38.3M 379,998 -41,840 -10%
RA
84
RFG Advisory
Alabama
$37.7M 374,371 -5,013 -1%
DT
85
Diversified Trust
Tennessee
$36.9M 366,909 +307,775 +520%
BCM
86
Brookstone Capital Management
Illinois
$35.9M 356,478 +16,399 +5%
CCM
87
Coldstream Capital Management
Washington
$35.8M 355,230 -3,270 -0.9%
Truist Financial
88
Truist Financial
North Carolina
$34.4M 341,969 +166,484 +95%
TIM
89
Tortoise Investment Management
New York
$33.3M 331,023 +9,230 +3%
SPIA
90
Steward Partners Investment Advisory
New York
$33.3M 330,983 +33,868 +11%
OCM
91
Orion Capital Management
California
$33.3M 330,699 +22,343 +7%
FSC
92
Full Sail Capital
Oklahoma
$33M 327,531 +16,212 +5%
DRP
93
Decker Retirement Planning
Utah
$32.2M 319,800 -486,765 -60%
UCFA
94
United Capital Financial Advisors
Texas
$32M 318,126 -9,406 -3%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$31.6M 314,162 -6,943 -2%
AFG
96
Altiora Financial Group
Ohio
$31.4M 312,240 +96,794 +45%
PAG
97
Private Advisor Group
New Jersey
$30.1M 298,730 +24,496 +9%
OAM
98
Oppenheimer Asset Management
New York
$29.5M 293,215 +202,445 +223%
WFA
99
Wellspring Financial Advisors
Ohio
$29M 288,010 -215,792 -43%
3AM
100
3EDGE Asset Management
Florida
$28.5M 282,901 +51,633 +22%
2 3
4
5 6