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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 %
FHA
76
Flagship Harbor Advisors
Massachusetts
$46M +$10.1M +100,465 +28%
WA
77
Waverly Advisors
Alabama
$45.2M +$5.75M +57,096 +15%
CI
78
CX Institutional
Indiana
$44.5M -$28.2M -280,352 -39%
SAM
79
Synergy Asset Management
Washington
$43.4M -$34M -338,013 -44%
EWA
80
Exencial Wealth Advisors
Oklahoma
$43.2M -$4.77M -47,336 -10%
UBS AM
81
UBS AM
Illinois
$42.7M +$42.7M +424,534 New
FWSM
82
First Wilshire Securities Management
California
$42.5M +$2.9M +28,780 +7%
Millennium Management
83
Millennium Management
New York
$42.2M -$8M -79,423 -16%
EFA
84
Efficient Frontier Advisors
Connecticut
$41M -$63.2K -628 -0.2%
SC
85
Slow Capital
California
$39.1M -$5.78M -57,437 -13%
Mariner
86
Mariner
Kansas
$39.1M +$13M +129,277 +50%
RA
87
RFG Advisory
Alabama
$38.2M +$17.2M +170,906 +82%
HighTower Advisors
88
HighTower Advisors
Illinois
$36.5M +$4.96M +49,228 +16%
CCM
89
Coldstream Capital Management
Washington
$36.1M – – –
SWM
90
Selective Wealth Management
Virginia
$35.9M +$4.89M +48,676 +16%
MML Investors Services
91
MML Investors Services
Massachusetts
$34.4M +$8.74M +86,831 +34%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$34.4M -$3.85M -38,272 -10%
BCM
93
Brookstone Capital Management
Illinois
$34.2M -$5.43M -53,982 -14%
VIA
94
Vickerman Investment Advisors
Washington
$33.5M -$15.1M -149,760 -31%
UCFA
95
United Capital Financial Advisors
Texas
$33M +$4.27M +42,383 +15%
BFA
96
Beaumont Financial Advisors
Massachusetts
$32.7M +$28.6M +284,119 +702%
TIM
97
Tortoise Investment Management
New York
$32.4M +$4.16M +41,334 +15%
SAM
98
Stansberry Asset Management
Texas
$32.4M +$28.2M +280,162 +679%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$32.3M +$4.15M +41,223 +15%
FSC
100
Full Sail Capital
Oklahoma
$31.3M +$1.2M +11,895 +4%
2 3
4
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